Refer your clients

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.

Did you know?

The Law Society’s Wills and Inheritance Protocol requires members to suggest to clients that they complete and maintain a list of assets, including digital assets, and consider how to ensure that those dealing with the estate will be able to access those assets.