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