Wiseplan Digital estate planning
Pricing

Simple pricing, for real peace of mind.

Personal £4.99 a month or £47.90 a year. Shared £6.99 a month or £67.10 a year. Join the waitlist and you'll be first in when we open - early supporters get a reduced first year.

Our pricing

Personal

Organise everything, just for you.

£4.99per month

or £47.90 a yearsave 20%

Join the waitlist
  • Build a complete plan across every part of your life - accounts, property, documents, wishes and letters
  • Guided forms capture exactly what an executor will need, so nothing's missed
  • Reminders to keep everything up to date
  • Secure access controls and UK data handling
  • Connect your solicitor, financial adviser or will writer - their firm subscribes, so it's never a cost to you
  • Sharing access with other people
Recommended

Shared

Everything in Personal, plus the people you trust.

£6.99per month

or £67.10 a yearsave 20%

Join the waitlist
  • Everything in Personal
  • Connect your solicitor, financial adviser or will writer - their firm subscribes, so it's never a cost to you
  • Add friends and family who can view or edit on your behalf
  • Share with your partner so they always know where everything is
  • Bring in loved ones as you need more help over time
  • Choose exactly who can see what, and when

Early supporters get a reduced first year. Executor toolkit pricing to be confirmed.

For executors · coming soon

And when the time comes, help for executors

Executor toolkit is a separate, one-off product - not part of the plans above. Buy it in advance for the people who'll act for you, or leave them to add it themselves when the time comes.

Coming soon

Executor toolkit

Guiding your executors through probate itself, step by step.

One-off fee · price to be confirmed

Register your interest
  • Step-by-step guidance from registering the death onward
  • Automated notifications to banks, government and providers where possible
  • A live checklist of who's been told and what's still outstanding
  • Tools to help work through inheritance tax
Wiseplan Pro · For professionals

Solicitor, will-writer or adviser?

Connect to your clients' plans, keep every record complete and current, and hand over an executor-ready file. Your firm subscribes - never a cost to your clients.

See Wiseplan Pro Book a demo