Why Yodal?

We're on a mission to make Estate Planning an essential part of life.

Estate Planning is widely misunderstood. Ultimately, it's about securing the future for people you care about.

Yodal equips advisers with all of the tools required to support their clients through the Estate Planning process and show them it doesn't need to be difficult. No prior expertise required.

Why Advisers love Yodal

Enhanced relationships

Initiate new conversations that dive deeper to enhance, retain and broaden your existing relationships.

Control throughout

Own the relationship and stay involved, introducing a lawyer at the final step to keep you away from risk.

Added service offering

Outshine competitors and grow your business with a new offering and revenue stream that keeps clients close.

Built-in expertise

Access all the Estate Planning information you need at every step, making you the expert without hours of study.

Pure simplicity

A once complex process is now simple and streamlined. The intuitive platform guides the process while you manage the relationships.

Commercially forward thinking

As their industries evolve, advisers are embracing Yodal as a way of expanding their offer, meeting the next generation and supporting their businesses into the future.

Be a part of something bigger

Professional services are changing. Advisers are adapting to tighter regulations and higher client expectations, and many are embracing Estate Planning as a way of keeping their businesses and client relationships fresh.

Don't let your business get left behind in a DIY economy. Join the tribe of advisers who are helping their clients by reshaping attitudes towards Estate Planning.
Because everyone needs a plan.

Get started now

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