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

Zenplans Security

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

See if Zenplans is right for you

 

Want to see Zenplans in action?

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.

Zenplans.co.uk

Coming soon

Your offer code

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. 

Get started with Zenplans

Gain free access for 14 days.
Plus 50% off your first year if you wish to keep using Zenplans.

Thank you

Over the next week we will send you 3 emails to help explain how Zenplans can help you and your family

While you're here

We’ve put together a video to show you how Zenplans works

Get started with Zenplans

Gain free access for 14 days.
Plus 50% off your first year if you wish to keep using Zenplans.