for employers

Help employees prepare for one of life’s most
challenging moments

Help employees prepare for
one of life’s most
challenging moments

Managing the death of a loved one is consistently ranked as the number one most stressful event that we can encounter throughout life.

Managing the death of a loved one is consistently
ranked as the number one most stressful event that
we can encounter throughout life.

Go above and beyond for your employees

Provide a meaningful and practical solution to help manage one of life’s major stresses. With Zenplans, employees can organise all their important information in one secure but accessible place.

Support financial wellbeing more extensively

Go beyond basic wellbeing provisions by recognising the emerging issues that are our paperless society and digital footprint present for your employees.

Level the playing field for your employees

Provide your team with access to an innovative solution that is typically reserved for the clients of world leading private client advisory firms.

Why
Zenplans?

Why Zenplans?

Highly Secure

Our security is best-in-class and regularly assessed by a certified third party.

Intuitive design

Zenplans makes it easier than ever for clients to organise their affairs.

Easy Set Up

Create your employer portal in minutes to start inviting employees to create their Zenplans.

Onboarding support

Webinars, fact sheets, videos and more to help build awareness of Zenplans within your organisation.

Ongoing Engagement

We provide ongoing resources to help you and your employees make most of Zenplans.

Why your employees will
love Zenplans

Why your
employees will love Zenplans

Everything
Organised

Everything
Secure

Everyone
Cared For

Terri-Marie Watson
→ Chief People Officer, Leumi UK

We have unfortunately experienced the death of a colleague and friend. We wanted to find a way in which we could support our employees to organise their lives should the worst happen.

Frequently asked questions

Zenplans is designed to cover all aspects of life. Our platform provides step-by-step guidance for over 50 curated sections across our 5 core categories: Assets, Debts, Daily Life, Digital Life and Wishes.

Employees are encouraged to invite their family, close friends and professional advisors to become Delegates of their Zenplan. Each Delegate can be granted access to part or all of your employee’s Zenplan. Their access can be immediate or scheduled for the future should your employee pass away or lose capacity.

Looking after your employees’ important information is something we take extremely seriously, which is why we are committed to protecting all the personal data that we handle with best-in-class security. 

All personal data is encrypted at rest and in transit, and each account is protected with multi-factor authentication. Our platform undergoes regular third party audits to ensure that our security remains at the cutting edge.



Due to the level of encryption in use, we are unable to read the data that is stored within an employee’s Zenplan. The Zenplans team will be able to access a limited set of data such as the employee’s name and contact information to deliver updates and authentication codes for secure log-in.

We love working closely with our customers to create launch plans and ongoing engagement plans to suit you. From product webinars to email campaigns, we have a range of tried and tested options to help you make the most of Zenplans.

Proudly featured by

‘The service helps to bring people's information together.’

‘Make the process of estate management and administration easier.’

‘Manage their assets, debts and other financial affairs as well as key information.’

‘International law firm Withers has invested in digital estate planning platform Zenplans.’

‘The service helps to bring people's information together.’

‘Make the process of estate management and administration easier.’

‘Manage their assets, debts and other financial affairs as well as key information.’

'International law firm Withers has invested in digital estate planning platform Zenplans.'

Want to see Zenplans in action?

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Plus 50% off your first year if you wish to keep using Zenplans.