About
Zenplans is a B2B digital estate planning platform built for professional advisors in accounting, wealth management, and legal sectors. It addresses the growing challenge of managing complex digital footprints and paperless estates by giving clients one secure, organised hub for all their vital life information — from financial assets and legal documents to digital accounts and legacy wishes. Advisors use Zenplans to deepen client relationships by offering an ongoing, meaningful touchpoint throughout a client's lifetime, not just at transactional moments. The platform is designed to help firms retain funds under management across generations by keeping families engaged with their advisor long after the original client relationship began. Key capabilities include a structured digital estate plan that clients can easily update and share with trusted family members, a Digital Legacy Explorer to surface planning opportunities, and strong security and privacy controls that comply with data protection standards. The platform is trusted by advisors at accounting firms, wealth management practices, and international law firms such as Withers. Zenplans is particularly valuable for professionals looking to differentiate their service offering, move from transactional to lifetime advisory relationships, and give clients the priceless peace of mind that everything has been thought of and planned for. It requires no technical knowledge to use and is delivered entirely via a web-based interface.
Key Features
- Centralised Digital Estate Plan: Clients can store all vital life and estate information — assets, documents, digital accounts, wishes — in one secure and shareable digital plan.
- Multi-Profession Advisor Support: Tailored workflows for accountants, financial planners, and legal professionals, enabling each sector to deliver relevant estate planning guidance.
- Digital Legacy Explorer: A built-in discovery tool that helps advisors identify and surface planning opportunities across a client's full digital and financial footprint.
- Family Sharing & Generational Engagement: Clients can grant access to trusted family members, helping advisors retain relationships and funds under management across generations.
- Security & Privacy Controls: Enterprise-grade security with ICO registration and strict privacy policies to ensure sensitive client data is protected at all times.
Use Cases
- A financial planning firm uses Zenplans to give every client a digital estate plan as part of their onboarding, creating an ongoing advisory relationship that extends to the client's family.
- An accounting practice offers Zenplans to help clients organise their financial and legal documents, reducing the time spent searching for information during tax season or bereavement.
- A legal firm such as a wills and probate practice uses Zenplans to complement their document drafting services and ensure clients' affairs are digitally accessible when needed.
- A wealth management business uses the Digital Legacy Explorer feature to proactively identify planning gaps and generate new advisory opportunities with existing clients.
- An advisor uses Zenplans' family sharing capability to introduce their services to a client's children, building multi-generational relationships and retaining assets under management.
Pros
- Deepens Client Relationships: Transforms one-time transactional interactions into ongoing lifetime advisory connections, increasing client retention and referrals.
- Easy to Use — No Technical Skills Required: A clean, no-code web interface means both advisors and their clients can get started quickly without any technical knowledge.
- Trusted by Leading Firms: Backed by reputable institutions including international law firm Withers, giving confidence in the platform's credibility and robustness.
- Cross-Generational Retention: Family sharing features help advisors maintain funds under management and relationships beyond the first generation of clients.
Cons
- Niche Audience: Primarily designed for professional advisors (accountants, lawyers, financial planners) rather than individual consumers directly.
- Limited Public Pricing Transparency: Pricing details are not publicly listed on the website; prospective users must request a demo to understand costs.
- UK-Centric Focus: The platform appears to be primarily tailored for UK-based professionals and regulatory environments, which may limit appeal for international firms.
Frequently Asked Questions
Who is Zenplans designed for?
Zenplans is built for professional advisors — accountants, financial planners, and legal professionals — who want to offer digital estate planning as part of their client service.
What information can clients store in Zenplans?
Clients can organise vital estate information including financial assets, legal documents, digital accounts, insurance details, and personal legacy wishes, all in one secure place.
How does Zenplans help advisors retain clients across generations?
By enabling clients to share their digital estate plan with family members, Zenplans creates a natural touchpoint for advisors to engage the next generation, helping to retain funds under management over time.
Is Zenplans secure?
Yes. Zenplans is ICO registered (ZA560401) and employs enterprise-grade security measures to ensure all sensitive client data is stored and shared safely.
How do I get started with Zenplans?
You can request a demo video via the website or book a personalised walkthrough. Zenplans also offers a free trial period for new firms getting started.
