See what's complete, across your client book
- Completeness at a glance for every client Wiseplan
- Know which files are probate-ready and which have gaps
- Progress and review views for the whole team
Wiseplan Pro · early access in 2026
Every client file complete, current and ready for probate.
Wiseplan Pro shows your firm what's complete, what's missing and what's gone stale across every client's Wiseplan - with dated request trails and gentle automatic chasing. Clients stay in control, and their plan can stay with them if they move on.
The problem
Scattered estates land on your desk eventually.
When a client's affairs are spread across drawers, inboxes and forgotten logins, someone at your firm inherits the search - usually at the worst possible time.
94%
of legal professionals say the probate process is slow and complex.
Exizent Bereavement Index, 2024 26%
of firms struggle to manage their probate caseloads effectively.
Exizent Bereavement Index, 2024 47%
of UK adults have no will - and fewer still have their wider affairs in order.
The National Wills Report, 2025 £31bn
sits in 3.3 million lost pension pots - assets someone's executor will have to find.
Pensions Policy Institute, 2024A complete, current record - built with the client while they're here - is the difference.
Why Wiseplan Pro
Evidence of good client care, not another spreadsheet.
Wiseplan Pro gives firms a structured, demonstrable way to collect what an attorney or executor will actually need - and shows you the state of every client file at a glance.
Know when records go stale
- Flags when a record hasn't been updated in months
- A natural prompt to book a client review or will check
- Keeps plans current, not just created
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
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.
Transparent security
Security and compliance details are published honestly in our trust centre as they become available.
Who it is for
For solicitors and advisers.
Built for firms that support clients with estate planning, later-life decisions and probate.
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.
Early access 2026
Book a Wiseplan Pro demo.
Tell us about your firm and we will arrange a short call. We are prioritising solicitors and will-writing firms while Wiseplan Pro is in early access.
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Looking for your own Wiseplan? See Wiseplan for individuals & families