Wiseplan Pro · early access for firms

Know your clients, even as life changes.

Wiseplan Pro keeps every client's plan complete and current - what's finished, what's missing, what's gone stale - so your firm spots the moments that matter. A house move, a new grandchild, a wedding gift: natural prompts to check in and offer timely help. Clients stay in control throughout.

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The problem

You only hear from clients when something's already happened.

Right now most firms are reactive: a will is written, then silence for ten years. You don't know when a client moves house, welcomes a new child or grandchild, or gifts money at a wedding - so you miss the moments when timely advice would matter most.

49%

of will-makers used a solicitor - below half for the first time, down from 56% in 2020.

IRN Legal Reports, 2025

68%

of will clients bought no other services from their adviser - the follow-up most firms never make.

IRN Legal Reports, 2023

47%

of UK adults have no will - and fewer still have their wider affairs in order.

The National Wills Report, 2025

45%

of people involved in probate said it took longer than they expected.

IRN Legal Reports, 2025

A living record - built with the client while they're here - turns one-off matters into an ongoing relationship.

Why Wiseplan Pro

From reactive to proactive, without losing the human touch.

Wiseplan Pro gives firms a structured, demonstrable way to onboard clients, collect what executors and loved ones would actually need, and keep it current - so you can check in at the right time.

See what's complete, across your client book

Completeness at a glance for every client Wiseplan
Know which files are review-ready and which have gaps
Progress and review views for the whole team

Spot when life moves on

Flags when a record hasn't been updated in months
See life changes - moves, new arrivals, big gifts - as prompts to check in
A natural reason to book a review or will check

Every request on the record

Structured, dated request trails
See what was asked for, and when it arrived
Less reliance on inbox threads and loose spreadsheets

Easy for clients to use

Plain-English questions clients can answer themselves
A product they can keep using for their family
Everything shared with your firm by choice

Moments that matter

The check-ins you're missing today.

Clients rarely ring to say "my circumstances changed". Wiseplan surfaces the everyday moments when a quick review would help - you decide what advice to offer, within your professional duties.

Moved house?

New address, new mortgage, new deeds - a prompt to review the will and LPA details held.

New child or grandchild?

Guardians, gifts and beneficiaries to revisit - before years slip by.

Wedding gift or family loan?

A record of who gave what - useful context for future inheritance and tax conversations.

Plan gone quiet?

Stale-record flags nudge a friendly will check, not a cold call out of the blue.

Early access

Work with us as we launch.

We're working closely with our first firms to shape Wiseplan Pro around real matters. Bring a handful of clients, we'll help you onboard them, and you'll keep the dated trails and review signals either way.

What your firm gets

Firm workspace with seats and client connections
Onboarding help - first matters set up together
Due-diligence materials on request for your file

What early access looks like

Use it on live matters and tell us what's useful
Short feedback check-ins while we refine the product
Early-access terms discussed on a call, to suit your firm

Client ownership

Their Wiseplan stays theirs.

Clients can keep using their Wiseplan if they move firm, change adviser or take over their own subscription. We never market to clients you introduce. Your clients, your relationship.

Client-controlled sharing

Your client chooses what your firm can see, and can disconnect access at any time.

Firm-friendly records

Status, attribution and progress views help teams see what is missing and what needs review.

Honest about security

We're ICO-registered and working through Cyber Essentials and ISO 27001. Current status is published plainly in our trust centre.

Who it is for

For solicitors and will-writers.

Built for firms that want to onboard well, stay close to clients, and be ready for later-life and probate work when it comes.

Solicitors & legal firms

Private client, wills and probate teams that need better client information.

Will-writing firms

A structured digital companion to will preparation and review.

Financial advisers

Coming soon for estate-planning and later-life advice workflows.

Other organisations, including charities, employee-benefit providers and funeral directors, will sit under future partnerships work.