Before your family spends months hunting paperwork - Wiseplan gathers your accounts, property, documents and wishes into one executor-ready plan, with plain-English probate guidance.
Free to join the waitlist. We'll write when it's your turn - no spam, ever.
That's really all it takes. You've got an estate, and one day someone has to make sense of it. Wiseplan is for you, your partner, your parents, your grandparents - anyone who'd rather leave a clear record than a guessing game.
No estate is too simple or too complex. Whether someone needs to step in while you're ill or away, or sort everything out after you're gone, Wiseplan spares the people you love the search.
New address, new mortgage, new deeds - and a will that may no longer say what you think it does.
A child or grandchild changes everything - guardians, gifts and who you'd want provided for.
Gather their accounts, wishes and paperwork while you can still ask - not after a crisis.
Not just paperwork - money, wishes and months of your family's time. The numbers tell the story.
of UK adults have no will - more than 32 million people.
The National Wills Report, 2025of will-makers arrange nothing else alongside their will - no LPA, no storage, no funeral plan.
IRN Legal Reports, 2024sits in 3.3 million lost pension pots - saved over a lifetime, then lost track of.
Pensions Policy Institute, 2024lasting powers of attorney were applied for in 2024 - a record year for getting prepared.
IRN Legal Reports, 2025None of this needs to happen to your family. A clear plan is how you make sure it doesn't.
Not a drawer of documents, not a spreadsheet only you understand - a guided way to leave exactly what they'll need, and nothing they don't.
Every form asks for exactly what an executor, attorney or family member would need - bank accounts, pensions, property, insurance, legal documents and wishes.
Give your partner visibility today, your solicitor access to what they need, and your executors everything - only when the time comes.
When it matters, the people you've chosen open a ready-to-use plan - with step-by-step probate guidance and your wishes alongside the numbers.
Every vault, every record, and anything that still needs attention - organised the way the people you love will actually need it.
Encrypted connections, access controls on every record, and handling under UK data protection law from day one.
Only ever used in the ways you've agreed to - never anything 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.
Not everyone needs the detail straight away. If probate or Lasting Power of Attorney is on your mind, start with one of our short guides.
When someone dies, their estate has to be settled - and someone has to do it. Here's what that involves.
An LPA lets someone you trust make decisions for you if you no longer can. Here's how it works.
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.
Wiseplan guides you through what an executor or family member will actually need, section by section, so you can always see what's done and what's still missing. And because plans go stale, Wiseplan prompts you to review records you haven't updated in a while - so your plan stays accurate, not just filed away.
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 so we can support every new member properly. Join the waitlist and we'll write the moment your invitation is ready.
When someone close to you dies, the grief is hard enough - and then comes the paperwork: accounts no one knew about, passwords no one wrote down, and weeks spent piecing together a life from letters and logins. Wiseplan is the calm, secure place we wish our families had - and the plain-English guidance we wish we'd had.
The Wiseplan founders
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