Founder: Stephen Moses, 2019
Business: A digital estate planning platform to help solve the growing challenges that our paperless society are presenting for estate planning and probate.
Zenplans is a software company designed to help accountants, financial advisers and solicitors create digital estate plans for their clients. Our aim is to help solve the growing challenges that our paperless society – and growing digital footprints – are presenting for estate planning and probate.
Stephen came up with the idea for Zenplans when he was helping his father get his affairs in order. Trying to consolidate all the information when he was there with him was hard enough, which made him realise what an impossible task it must be for those who have lost a loved one and are left trying to piece everything together, with no real way of knowing exactly what the person had, let alone how to find it all.
The whole experience made him realise that without proper planning, there is now a real risk that when someone loses capacity or passes away, that details of their assets and other vital information will become invisible or inaccessible to their executors, attorneys and beneficiaries.
Stephen recognised that the best way to solve the issue was to create a solution that would enable people to keep on top of all their important information during their lifetime and be able to securely share all those key details with those closest to them to make estate administration easy.
Zenplans is a user-friendly and highly secure platform that guides clients through organising their important personal and financial information in one secure place, with the option to grant select people with access. These delegates can be granted restricted or full access, either immediately or after a particular time – for example, after death, or if the client becomes incapacitated – ensuring that information is quickly and easily accessible by the right people as and when needed.
While the idea for Zenplans preceded the pandemic, the past 18 months has brought estate planning right into the fore. Much of our lives have moved online, so our proposition – which was launched in September 2021 – is resonating very well with advisers and their clients.
Going forward, they want Zenplans to be the front runner in digital estate planning. They hope their product will be a must-have addition to the service that a client can expect to receive from their accountant, financial adviser or solicitor. For clients, Zenplans gives them the peace of mind that all their most important information is safe, secure and in one easily accessible place. For professionals, it offers an excellent planning tool, that not only helps them organise their clients’ information more easily, but also creates touchpoints, identifies any planning gaps and encourages engagement with the next generation, enabling them to turn a transactional relationship into a more advisory, lifetime connection, creating a closer bond with the client and their families.
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