Zenplans

Zenplans is a digital estate planning platform that transforms how wealth management professionals and lawyers manage client data. It offers a secure, comprehensive solution for organising key life information across five categories: Assets, Debts, Daily Life, Digital Life, and Wishes. Their tools extend beyond basic compliance, enhancing client engagement with interactive, data-rich features. It also fosters connections between clients, their families, and financial professionals by allowing the sharing of essential plans. Their mission is to become the leading tool in managing personal data and wills, providing peace of mind with its secure, all-encompassing approach to life's important data.

In developing Zenplans' brand identity and product, our vision was to exude an aura of calm, trustworthiness, and professionalism. Recognising the sensitivity of handling personal data, we aimed for a mature and professional tone, assuring clients of the utmost security and confidentiality. Moreover, considering our target audience, which includes wealth managers, lawyers, and high-net-worth individuals, we also strived to convey a sense of sophistication.