Plans, Digital WorldToday, almost every aspect of our lives is managed via an online account and traditional paper trails are quickly vanishing.
The result is the ever growing risk of a client’s affairs becoming invisible or inaccessible to their family and representatives.
We believe today’s digital world requires a new approach towards organisation and planning.
Zenplans exists to help you provide your clients and their families with peace of mind around these emerging issues, whilst creating opportunities for you to develop more meaningful relationships with all involved.
Zenplans organises clients’ vital estate information into a single, secure and shareable digital estate plan.
Clients can selectively share their Zenplan with nominated individuals – either in part or in full, today or in the future – ensuring everything is accessible when it’s needed most.
Advisors can realise new business opportunities with clients and the next generation.
‘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
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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.
