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We have seen first-hand the challenges families and executors face when managing someone’s affairs in an increasingly paperless world. Important documents can be difficult to locate, online accounts may be inaccessible, and loved ones are often left struggling to piece together vital information at an already difficult time.
To address these challenges and offer a future-proof solution, we are delighted to announce our partnership with Zenplans, a market-leading digital estate vault. This secure platform provides our clients with a structured and accessible way to organise, store, and share their most important information with trusted people - ensuring everything is in place when it matters most.
A Modern Approach to Estate Planning
Estate planning is about more than just legal documents - it’s about providing peace of mind for our clients and their families. Through this partnership, our clients will now have access to Zenplans’ secure digital estate vault, allowing them to:
- Store essential legal documents, financial records, digital accounts and personal wishes in one secure location
- Share access with trusted family members and professional advisers
- Ensure that key information is accessible at the right time - whether during life or after death
By integrating Zenplans into our Private Client services, we are enhancing our estate planning offering, making it easier for clients to future-proof their arrangements and ensure a smooth transition for their loved ones when the time comes.
Grace Clarke, Partner and Head of Wills and Estate Administration at CWJ says, “Estate planning has evolved. Our partnership with Zenplans reflects our commitment to combining trusted legal advice with modern, practical tools ensuring our clients and their families are supported every step of the way.”
Getting Started
If you would like to learn more about how Zenplans can benefit you and your family, please get in touch with our team on 01689 887887.
We look forward to helping our clients take control of their estate planning in a way that is secure, organised, and fit for the digital age.