Our Private Client team are excited to announce the introduction of an innovative digital offering to estate planning clients – meeting the needs of a dynamic client base with growing concerns for sustainability.
We have now teamed up with Zenplans, an online estate planning tool, designed to help individuals easily and securely organise, store and selectively share life’s most important information.
How Zenplans works
Zenplans is designed to provide peace of mind for families, storing all information and documents securely but accessibly whenever it’s needed.
All of your affairs are kept in one place, helping both you and us administer your estate as effectively as possible.
It is also designed to support financial planning for significant life events such as a house purchase, giving you a truly holistic view of your estate.
As a new adopter of the platform, we’re currently offering our valued clients access to Zenplans completely free of charge until 30 June 2024.
Beyond that, use will likely only be subject to a nominal charge of £24 per year – without creating a contractual obligation for our users.
A sustainable step forward
With many estate planning clients focusing on creating a secure future for their family, we’re proud that Zenplans is a paperless platform, reducing the waste produced during the process.
Aside from being a more sustainable approach, paperless estate planning through Zenplans keeps all information in one place and reduces the risk of lost information and insecure data.
Ultimately, we have made this move to enhance the service we can offer to our estate planning clients.
To find out more about using Zenplans, we’d urge all clients to watch this two-minute explainer video and read our dedicated factsheet before getting started.