Wiseplan gathers everything they'll need - accounts, property, passwords, wishes and the letters you'd want to leave - into one secure place. So when you're gone, no one is left guessing.
Free to join the waitlist. We'll write when it's your turn - no spam, ever.
Wiseplan helps with both - putting your own affairs in order now, and guiding the people left to deal with someone else's later. Start wherever you are today.
Put everything in order now, in your own words, so the people you love aren't left searching later.
Whether you're an executor, an attorney under an LPA, or simply next of kin - find your way without the guesswork.
You build a clear record of everything you own and manage - bank accounts, property, pensions, insurance, subscriptions, devices and logins - organised the way an executor actually needs it, not scattered across drawers, inboxes and a dozen forgotten logins.
Bank and savings accounts, pensions, investments, debts - everything you own and owe.
Homes, land, vehicles and valuables, with the deeds and documents that go with them.
The bills to cancel and memberships to close, so nothing keeps taking payments.
Phones, laptops, email and the online accounts that hold a life these days.
Your will, Lasting Power of Attorney, funeral wishes and the instructions that matter.
Private messages, kept safe and delivered to the right people at the right time.
The solicitor, accountant, financial adviser and family who'll need to be told.
Life cover, home and health policies - what's protected, and who to claim from.
It takes about ten minutes to begin. You come back to it as life changes - and it's never lost in between.
We've worked out everything an executor or attorney would need to know - so we ask the questions, you just give the answers.
Name the executors, attorneys or family who should be able to open your Wiseplan - and decide exactly when they can.
Your Wiseplan stays private and encrypted until it's needed. Then it hands over a clear, probate-ready plan.
That somebody is usually a husband, wife, son or daughter - and the job is bigger than most people expect. Probate is the legal right to deal with an estate. Wiseplan is the head start.
Your Wiseplan is protected with the same strength of encryption banks use, end to end - so only you and the people you choose can ever open it. We can't read it, and neither can anyone else.
Your data is held on secure servers in the UK and handled under UK data protection law (UK GDPR). It stays in the UK, it's never sold, and it's only ever used in the ways you've agreed to.
On our sharing plans, you choose exactly who can see your records and when - now, once an LPA is in place, or only when the time comes. Nothing is shared without your say-so, and you can change or revoke access at any time.
No - Wiseplan doesn't replace a will, and you should still have one. A will says who inherits; Wiseplan is the practical companion to it, holding everything your executor needs to actually carry out your wishes. If you don't have a will yet, we'll point you to where to get one.
Only the people you name, and only when you decide. You choose who can open your Wiseplan and whether that's now, on request, or only once your death has been verified. You're in control at every step, and you can change your mind at any time.
Your records would never simply disappear. If we ever stopped trading, we'd securely delete your data so it can't fall into the wrong hands. And if Wiseplan were ever bought or sold, you'd be told and given the choice of whether to continue with the service - it's your information, and the decision stays with you.
A password manager holds your logins. Wiseplan holds the whole picture - accounts, property, policies, legal documents, wishes and letters - and organises it the way an executor needs it, with guidance on what to do next. Passwords are just one small part.
Yes. Wiseplan is built for families in England and Wales, stored in the UK, and follows UK data protection law. Dates, currency and probate guidance all follow England and Wales rules.
We're opening in small waves through 2026 so we can support every new member properly. Join the waitlist and we'll write the moment your invitation is ready.
Join the waitlist and we'll invite you in as we open. It's free to join, there's no spam - just a note when it's your turn.
Join the waitlistEarly supporters get their first year at a reduced rate.