Estate Planning is essential for every step in life. Yodal provides a simple way for advisers to enhance their relationships and ensure clients' wishes for the future are honoured.
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Secure, simple Estate Planning, for wherever life may take you.Discover Yodal
Why Advisers love Yodal
Initiate new conversations that dive deeper to enhance, retain and broaden your existing relationships.
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.
Access all the Estate Planning information you need at every step, making you the expert without hours of study.
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.
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