Seamless, Streamlined, Simple
Estate Planning

Take Estate Planning from a discussion to completed documents in a few simple steps.

Yodal delivers a comprehensive Estate Planning platform directly to advisers’ desktops.

It supports you in building a lucrative Estate Planning business, unlocking opportunities for deeper client conversations and developing inter-generational relationships.

Yodal connects the Estate Planning dots through a market-leading system and intuitive step-by-step process. It enables you to deliver Estate Planning to clients, with built-in legal review that mitigates the risk of providing legal advice.

Whether clients are starting out, growing families, building wealth or seeking retirement, Yodal’s simple step-by-step process delivers completed Estate Planning documentation with minimal fuss and fast turnaround.

Contact us

We are here to support your Estate Planning journey with Yodal.

1300 864 608
PO Box 2090
Fortitude Valley Qld 4006