Zenplans - Palmers Solicitors
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Palmers Solicitors

Zenplans

The problem

If you were to pass away today, would your family have everything they need to manage your affairs? The challenge of organising financial and personal matters can greatly affect loved ones after we’re gone. Without a clear plan, families may endure confusion, legal complexities, and increased stress during this difficult time. Furthermore, in today’s digital age, digitising your estate plan is crucial due to the potential loss of physical documents.

The solution

Zenplans helps you create a well-organised estate plan, acting like a digital filing cabinet for all your important information. Picture it as having different drawers for each area of your life, assets, debts, daily life, digital life and wishes, all neatly arranged and easily accessible. You can grant access to each drawer immediately or on schedule, giving you control over who sees what and when. This tool simplifies documenting your preferences, making it straightforward for your loved ones to understand and manage your estate. With Zenplans, your intentions are clear, your assets are accounted for, and everything is stored in one secure, organised place.

Get started today

Don’t wait until it’s too late. Are you ready to get your affairs in order? Want to ensure your estate is organised and your wishes are clear? Get in touch with us to discuss how Zenplans can provide clarity and peace of mind for you and your family today.

FAQs

Zenplans guides you through organising your life’s essential information in one secure place.Your Zenplan can be shared with family members, advisers and executors so that everyone has access at the appropriate time.
Today’s digital world has created new challenges for accessing information in an emergency. Zenplans is here to help you plan for the future and provide you, and your loved ones, with priceless peace of mind.
Zenplans is designed to cover everything important that makes up our lives. The platform provides step-by-step guidance and prompts for over 50 curated sections across 5 core areas: Assets, Debts, Daily Life, Digital Life and Wishes.
The platform’s secure sharing feature allows you to invite others to access your Zenplan, either in part or in full. Their access can be immediate, or scheduled for the future should you pass away or lose capacity.
Zenplans was built from the ground up with security as its priority, which is why the data within your Zenplan is protected with best-in-class measures including data encryption at rest and in transit, 2FA and regular third party testing.
A single Zenplan can be shared amongst a couple or family. One member must be the main account holder, who can grant full ‘read & write’ access to other members. Each item within the Zenplan can also be assigned to a specific owner.