The flexible estate planning solution for everyone.

See how Yodal helps you transfer and protect client wealth.

See how Yodal helps you build your business with a compliant, off-risk, fulfilment process.

See how Yodal helps you attract & retain high quality licensees & increase revenue.

See how Yodal helps you execute new, value-add, retention & succession strategies.

See how Yodal helps you support your industry while adding significant member & consumer value.

See how Yodal helps you increase productivity, reduce costs & grow your firm.

See how Yodal helps you ensure your wishes are honoured and your loved ones are protected.

For small business with selected clients.

Everyone’s Estate Planning solution.
Because everyone needs a plan.

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Q1.

How would you describe your organisation?
AdviserEnterpriseAccountantLawyerDealer GroupOther

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Q2.

How many people will use the Yodal Solution?
Only meMultiple users

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Q3.

Is it important to you that the solution reflects your brand?
YesNo

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Q4.

Would you like Yodal to integrate with your own web site?
YesNo

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Q5.

Would like to access our tools to help you engage with your clients?
YesNo

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Q6.

How do you think you will resource your estate planning offering?
With YodalInternally

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