Refer your clients
Provide clients with a simple way to organise their estate information following will registration
Download the client information sheet, a one-page overview to share with your clients alongside their will registration certificate
Digital-vault-client-information-sheet.pdf (50 KB)
Two simple ways to refer clients
You can refer clients to Zenplans in the way that best fits your firm’s existing process.
1. Refer clients via a secure form
Submit your client’s details through a simple referral form. We’ll take care of the rest by inviting them to access their Digital Vault and set up their estate information.
This is ideal if you want a structured, hands-off referral process built into your workflow.
2. Share a referral link or client information sheet
You can also refer clients at the point of will completion by sharing a referral link or downloadable information sheet.
This can be used:
- after will registration
- alongside the Will Registration Certificate
- as part of your standard completion process
Clients can then access Zenplans directly and begin organising their estate information independently.