Our paperless society and growing digital footprints are having a profound effect on estate planning and administration. We believe this calls for a fresh approach to how people organise their affairs.
Introducing Zenplans - your gateway to revolutionising client relationships across generations through cutting-edge digital organisation.
Designed for private client professionals, Zenplans enables you to help clients organise their important estate information into a secure and interactive inventory which can be selectively shared with their next of kin.
Visit zenplans.com and schedule a product tour to see how we can help you unleash the true potential of your private client services.
How can Zenplans enhance your practice?
Don’t settle for the ordinary when the extraordinary is at your fingertips.
- Develop lifetime relationships - Future-proof your client relationships with an ongoing touchpoint to engage them on estate planning throughout their lifetime.
- Build next generation connections - When a client shares their Zenplan with loved ones, a digital connection is established between you and their next of kin.
- Operate at the forefront of estate planning - Show clients you have your finger on the pulse of the emerging issues around estate planning in a digital world.
How can Zenplans benefit your clients?
Take your client’s planning to new heights with priceless peace of mind - your clients deserve it, and increasingly they’ll expect it.
- Everything organised - All of your client’s important information is kept in one place, beautifully presented and available anytime at their fingertips.
- Everything secure - Our best-in-class security keeps everything safe and only accessible to whoever your clients nominate.
- Everyone cared for - Provide peace of mind to your client’s loved ones by ensuring easy access to the information they need, when they need it most.
