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.
Curated forms that ask the right questions
Wiseplan forms are built around what attorneys, executors, friends and family may actually need - not every possible detail, and not too little to be useful.
Each form guides you through the right level of information for things like bank accounts, pensions, property, insurance, legal documents and wishes.
Everything in one place
Your whole estate at a glance - every vault, every record, and anything that still needs your attention. Organised the way the people you love will actually need it.
Choose exactly who sees it, and when
Invite the people you trust with the access that fits their role. They can simply view records, or if you choose, act as delegates who can help add and edit records for you.
You stay in control of what each person can see or change, and you can update or revoke access at any time.
They get a clear plan, not a treasure hunt.
The people you've chosen open a ready-to-use plan - everything they need to carry out your wishes, right when they need it.
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