Despite the fundamental importance of Estate Planning, and the sincerity with which advisers raise the subject, it can be challenging to bring clients on the journey. They often prefer to leave the conversation for another time and place.
Yodal is uniquely developed to close the gap between client discussions and finalised Estate Plans. Client data is immediately and effortlessly merged into template documents that are automatically forwarded to your lawyer-of-choice, transferring the risk of you providing legal advice.
Estate Planning in a few simple steps
The Yodal system guides you every step of the way, automating many of the steps that previously made the process challenging for clients. The entire Estate Planning process is bundled into one comprehensive platform – from the initial client questionnaire, to Estate Planning recommendations, to provision of template documents to your lawyer for review and finalising.