What’s your biggest worry when it comes to what you’ll leave behind when you eventually pass away?
Kerin Speedie, Head of Tax and Estate Planning at Whitehead Monckton, says, “Minimising Inheritance Tax is a major concern for many of our clients, along with ensuring that their legacy goes to the people they choose. But a really common extra worry is how to make sure their family can find the information they need after their death, when so much of it is online.”
In an increasingly paperless world, many people are, justifiably, concerned about the security of their important online documents and services, and go to great lengths to protect them.
That, though, creates the problem of how someone can find our important information when they have a good reason to. Do you create a list of your vital log-in details? But what if that falls into the wrong hands, becomes out of date, or can’t be found?
“As Estate Managers,” adds Kerin, “we’ve seen firsthand the challenges families and executors face when managing someone’s affairs. There are all sorts of helpful services like the ‘Tell Us Once’ service for informing authorities, but when it comes to estate management, although we have our client’s will, that’s only the start. Important documents can be difficult to locate, online accounts may be inaccessible, and loved ones are often left struggling to piece together vital information at an already difficult time.”
Step into your secure digital estate vault.
Kerin says, “So we’re delighted to have found a simple, future-proof solution for our clients by partnering with Zenplans, a market-leading digital estate vault.”
You’re probably used to the idea of keeping your physical valuables and documents in a safe or other secure vault. Zenplans offers the same peace of mind, but online.
It’s a secure platform that gives you a structured and accessible way to organise and store your most important information online and share it with trusted people – ensuring everything is in place, and avoiding confusion when it matters most.
A modern approach to estate planning
Estate planning is about more than just having the right legal documents – it’s about providing peace of mind for you and your family. As a client of Whitehead Monckton, you can now benefit not only from our highly personalised client service, renowned for its excellence, but also the added benefit of access to Zenplans’ secure digital estate vault, allowing you to:
At Whitehead Monckton, our experienced, empathetic Succession team is here to offer the practical, pragmatic and empathetic advice you need. We’ll help you develop your estate plan, write your will, and protect and share your important information with Zenplans. And when the time comes, our empathetic and supportive administration of your estate will help to support your family and reduce the burden at a difficult time.
Contact the Whithead Monckton Succession team today to discuss how Zenplans can benefit you and your family.
For more information or to arrange a consultation, contact us at tepsupport@wmlaw.uk
