Help the people you advise leave their affairs in order.
Wiseplan gives your clients a calm, secure way to gather everything their executors will need - and gives your organisation a genuinely useful service to offer, before and after a death. Let's explore what a partnership could look like.
A better outcome for your clients - and your firm.
Deepen client relationships
Give clients a reason to stay close between the big milestones, with a service they'll genuinely thank you for.
Less friction at probate
When records are gathered in advance, the estates you administer move faster - fewer dead ends, less chasing.
Recommend it with confidence
End-to-end encryption and UK data handling mean Wiseplan is something you can stand behind.
Partnering is straightforward.
We do the heavy lifting, so you can offer Wiseplan as a natural part of the services you're already offering.
We set you up
Choose a referral or co-branded arrangement. We give you everything you need to introduce Wiseplan to clients.
You introduce it
Offer it alongside a will, estate planning or an annual review - wherever it naturally fits your service offering.
Everyone benefits later
Clients' executors inherit a clear plan, and the estates you act on are quicker and simpler to settle.
Built for the organisations families already trust.
If your clients turn to you when they're putting their affairs in order, Wiseplan belongs in the conversation.
Solicitors & legal firms
Private client, wills and probate teams.
Will-writing firms
The natural companion to a new or reviewed will.
Financial advisers & IFAs
Part of holistic, later-life and estate planning.
Accountancy firms
For clients thinking about estate and succession.
Wealth & estate planners
A clear record behind the plans you put in place.
Funeral directors
Supporting families with what comes next.
Employee benefits & HR
A meaningful wellbeing benefit for your people.
Other professional services
If you advise families, let's talk.
Tell us about your organisation.
Share a few details and we'll arrange a short call to explore whether a Wiseplan partnership is a good fit. No cost, no obligation.
- 1You send the formTakes less than a minute.
- 2We arrange a 20-minute callAt a time that suits you.
- 3We tailor a partnershipReferral, co-branded - whatever fits.
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