All their vital estate information organised into a single, secure and shareable digital estate plan.
All their vital estate information organised into a
single, secure and shareable digital estate plan.
Help clients to easily organise their affairs in one secure place, accessible to them and their family for when they need it most.
An ongoing touch-point to help you engage clients, and their family, on planning opportunities throughout their lifetime.
We believe today’s paperless society and growing digital footprints call for a fresh approach to how people organise their affairs.
TRUSTED BY ADVISORS AT
‘It can help advisers keep funds under management across generations.’
‘Turn a transactional relationship into a more advisory, lifetime connection.’
‘Giving clients peace of mind that everything has been thought of and planned for.’
'International law firm Withers has invested in digital estate planning platform Zenplans.'
‘It can help advisers keep funds under management across generations.’
‘Turn a transactional relationship into a more advisory, lifetime connection.’
‘Giving clients peace of mind that everything has been thought of and planned for.’
'International law firm Withers has invested in digital estate planning platform Zenplans.'
© 2024 All rights reserved. Zenplans Ltd
Leave your details and we’ll send you a demo video, as well as a link to book a personalised walk-through if you’d prefer.
Book a demo to receive a second month free.
Or arrange a set-up call straight away.
To access your free trial and discount, simply copy this code and pop it into the ‘apply coupon’ box on the payment page.
We will send you the code via email too.
Gain free access for 14 days.
Plus 50% off your first year if you wish to keep using Zenplans.
Over the next week we will send you 3 emails to help explain how Zenplans can help you and your family
We’ve put together a video to show you how Zenplans works
Gain free access for 14 days.
Plus 50% off your first year if you wish to keep using Zenplans.
