Aussie fintech unveils automated estate planning admin service

Yasmine Raso

Senior Journalist, Financial Newswire

2 July 2025

A new technology-powered estate planning platform from Australian fintech, Yodal, has entered the market, offering financial advisers an automated management solution.

Yodal’s ‘Concierge’ service is designed to support advice business to better deliver services to clients, relieving them of the administrative burden of collecting client information, documentation and signatures.

Advisers will be able to leverage Yodal’s entire estate planning suite, comprising of a digital platform and access to legal professionals, with the tools available to have plans automatically drafted and reviewed once the relevant discussions have been had, advice has been given and information has been received.

“With the Yodal platform, advisers can assign tasks for Yodal Concierge to complete, which can save them hours and free them up to spend more time seeing clients,” Steve Judd, Yodal Head of Sales, said.

“Our concierge team acts as an extension of an adviser’s business to address bottlenecks in the estate planning process and oversee the proper, timely creation and management of estate plans, giving both clients and advisers confidence and peace of mind.”

According to Yodal director and co-founder, Ian Tindale, the “long-term nature and misconceptions about cost and complexity” has resulted in some “inertia” around estate planning, but that changing demographics and superannuation regulations has seen estate planning be pushed to front of mind.

“An adviser’s role is to help clients achieve their goals and for most people the top priority is protecting and taking care of their family, and leaving a legacy,” he said.

“Advisers are ideally positioned to help clients create and manage their estate plans and, when the time comes, oversee the transfer of their wealth as they intended.”

“Yodal was established to give financial advisers and accountants the tools to efficiently meet the estate planning needs of their clients and, ultimately, ensure more Australians have a current and valid will and estate plan to protect themselves and their loved ones.”