How it works

Yodal provides a secure, intuitive Estate Planning platform that drives plans forward whilst keeping advisers involved every step of the way.

The entire Estate Planning process is pulled together into one platform – from the initial client needs assessment and document recommendations, to the client questionnaire capturing their wishes, right through to the provision of template documents delivered directly to your chosen lawyer for review and finalisation.

Registration is free and all prices are transparent and fixed, making it easy to get started. Let Yodal do the heavy lifting whilst sticking to what you do best.

Essential Estate Planning starts here.

1. Register for free

Create your free account to get started exploring Yodal's features and resources.

2. Start the conversation

Complete the 12-question Needs Assessment with clients to get a recommendation of documents and key considerations for discussion.

3. Make fixed payment

The single price includes Estate Planning documents, legal review, access to key resources and total Yodal support.

4. Edit the questionnaire

Fill in as many of your client's details as you can, or send the questionnaire for clients to complete in their own time.

5. Review and send to a lawyer

Engage with your chosen lawyer at the last step. They'll receive full draft documents to review and finalise with the client.

6. Keep the conversation going

Build Estate Planning into your regular client reviews and meet the next generation for an ongoing opportunity for your business.

Get started now

Create your free account to discover how Yodal can support your plans.