A digital estate plan,
fit for our digital world.
Take your clients’ planning to new heights, providing them with priceless peace of mind and creating more rewarding relationships.
Created for Advisors & Estate Planners
Take your clients’ planning to new heights, providing
them with priceless peace of mind and creating more rewarding relationships.
Created for Advisors & Estate Planners
Meet Zenplans
The game-changing way to help your clients easily organise everything important in one secure place, and selectively share it for complete peace of mind.
What to expect from Zenplans
A valuable tool to
delight your clients
A meaningful way to show clients that their, and their family’s, peace of mind truly matters to you.
Everything organised
Step-by-step guidance makes it easier than ever for clients to organise & maintain their key personal & financial information in one place.
Everyone cared for
Allow clients to selectively share their Zenplan with nominated Delegates - either in part or in full, today or in the future.
Understand your clients’
full picture
Use Zenplans to kick-start client conversations on how you can best support them throughout life. Discover gaps you can fill
By bringing a client's affairs to the fore, Zenplans helps to identify planning gaps you can help your client to fill.
Keep clients engaged
Collaborating with clients on Zenplans is a great opportunity to get them more involved in their planning.
An innovative way to
discover more clients
A meaningful, engaging and co-branded
touchpoint to help build new connections.
Reach the next generation
Our ‘selective sharing’ feature offers an organic, viral way for you to connect with the next generation of clients.
Reignite relationships
A unique opportunity to reconnect with former clients and establish connections with clients from other areas in your firm.
Estate administration
made easy
Ease the well known concerns for collating all the information required to settle an estate. Stay close to the estate
If a client has a Zenplan in place when they pass, you’ll be perfectly positioned to support their family through probate.
Save time & reduce risk
Avoid the dreaded information search - saving time, stress and the possibility of missing information.
Why your clients will love Zenplans
Everything organised
Everything secure
Everyone cared for
At Zenplans we like to make life easier.
Provide your clients a user friendly way to organise their life’s most important information at their fingertips, securely store it and selectively share it with the people most important to them.
At Zenplans we like to make life easier.
We offer clients a user friendly way to organise life’s most important information at their fingertips and selectively share it with the people most important to them.
Our security is best-in-class
Our security is
best-in-class
Data encrypted at transit
Data encrypted at rest
Multi factor authentication
Data stored in ISO27001 certified UK data centres
Achieved top marks in CREST approved penetration tests
Regular comprehensive vulnerability assessments
Certified by UK gov’s Cyber Essentials scheme
Registered at the Information Commissioner's Office
Want to organise your
own affairs with Zenplans?
Proudly featured by:
‘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.’
‘Identify and collate all the information needed to administer an estate.’