Zenplans becomes first Digital Estate Planning product to achieve ICAEW Technology Accreditation

02 March 2022

Zenplans - the cloud-based digital estate planning platform - has achieved Technology Accreditation from the Institute of Chartered Accountants in England and Wales (ICAEW) - the first product to become accredited in the new ‘Digital Estate Planning’ category.

The accreditation process involves a rigorous independent evaluation by RSM which scrutinises the software’s usability, security, data processing and customer support.

The ICAEW’s Accreditation scheme covers a range of products for its members - including platforms to assist with audits, tax calculations and expense management - giving accountancy firms access to reliable and independently evaluated technology products so they can choose the best software solution for their needs.

Zenplans offers accountants an easy way to help clients organise their vital estate information into a single, secure and shareable digital estate plan, providing an ongoing touchpoint to improve client engagement and enrich their relationships.

It is also a key probate tool, as all the key information - which can be selectively shared with named delegates either immediately or after a particular time (for example, after death, or if the client becomes incapacitated) is in one place and is quickly and easily accessible by the right people as and when needed.

Stephen Moses, CEO and Founder of Zenplans said: “Our paperless society and growing digital footprints are having a profound impact on estate planning and administration. It is now harder than ever for executors and attorneys to access all the information they need to fulfil their role; so we are delighted that, following a robust technological evaluation, Zenplans has been recognised by the ICAEW as a platform to manage these emerging challenges.”

Zenplans not only helps accountants manage their clients’ affairs - now, and when they have passed, making estate administration and probate much easier - but also helps kickstart conversations with clients about estate planning, as Stephen explains:

“By identifying planning gaps and addressing issues around legacy, Zenplans encourages more engagement with clients and their families, which in turn creates opportunities to provide estate planning services to existing clients and build and maintain new relationships with the next generation.”

Craig McLellan, who manages the ICAEW Technology Accreditation Scheme, commented: “We are delighted that Zenplans has been accredited by the ICAEW. It is important that we continue to give members the ability to review independently evaluated software that supports the growth and delivery of estate planning and probate services for their clients"

Stephen concludes: “As technology adoption grows - accelerated by the pandemic and the shift to remote working - accountants are increasingly looking to be able to access technology that can help them work efficiently, anytime, from anywhere and we are pleased that Zenplans has been accredited by the ICAEW as a platform that does just that.”

To find out more about how Zenplans can help you enrich client relationships, identify new opportunities connect to the next generation and operate at the forefront of digital estate planning, visit https://zenplans.com/ or to set up a call, go to https://calendly.com/zenplans/intro-call?month=2021-09