Wiseplan Digital estate planning
How it works

How to make your Wiseplan.

A quick look inside Wiseplan - from adding your first record to handing a clear plan to the people you trust.

Step 01

Curated forms that ask the right questions

  • Guided forms capture exactly what an executor, attorney or family member will need - nothing missed
  • Accounts, pensions, property, insurance, legal documents and wishes - not too much, not too little
  • Snap paperwork on your phone - automated text extraction reads what it can, and you confirm the rest
The Wiseplan 'add an account or saving record' form, with guided fields for provider, account type, ownership, account number and sort code.
Step 02

Everything in one place

  • Your whole estate at a glance - every vault, every record
  • Anything that still needs your attention is flagged
  • Organised the way the people you love will actually need it
The Wiseplan dashboard: an estate overview showing records across vaults like Finances (expanded into money, pensions, investments and debts), Property and Life admin.
Step 03

Choose exactly who sees it, and when

  • Invite the people you trust with the access that fits their role - viewers, or editors who help on your behalf
  • Share now, once an LPA is in place, or only when the time comes
  • You stay in control - change or revoke access at any time
The Wiseplan 'invite a delegate' screen, with access presets: read-only viewer, trusted editor and custom access.