Zenplans for professionals
Enhance your client offering with a Digital Vault that helps clients organise their estate information and stay connected with your firm.
Arrange a demoWhy introduce Zenplans to your practice
Zenplans enables you to provide clients a structured way to organise their estate information, aligned with The Law Society’s guidance on maintaining accessible records.
It supports clients in keeping their affairs organised while helping your firm play a more active role in ongoing planning and future administration.
How it benefits your firm
A stronger client offering
Provide a structured, secure way for clients to organise their records, positioning your firm as forward-thinking and client-focused.
Ongoing client engagement
Maintain regular contact through a branded experience and reminders, helping to build longer-term relationships beyond one-off matters.
Wider relationship visibility
When clients share their vault with executors, beneficiaries and advisers, your firm is positioned at the centre of those relationships.
Support for estate administration
Provide a clear starting point for estate administration, helping reduce delays and making key information easier to locate.
How it benefits your clients
Clients can keep their important information organised in one place, update it over time, and share access with trusted individuals when needed.
This helps ensure that those dealing with their estate can locate the information they need, while giving clients reassurance that their affairs are in order.