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Showing 1 - 2 of 2 results for "Yodal"

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
Financial services firm Tribel Advisory will join forces with fintech Yodal to roll out estate planning services for its advisers and accountants. The estate planning tool stores Tribel information needed to create a comprehensive estate plan, alert ...

AstuteWheel launches one-hour estate planning

ALEX BURKE  |  THURSDAY, 9 JUN 2016
... using Astute Estate Planner by the adviser, can be imported into legal document generation systems such as, for example, Yodal and View Legal, to produce draft Wills and estate planning documents for the lawyer for review and discussion with the clie ...
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