Finch Tax introduces Zenplans: A smarter way to organise your files

Our lives are made up of so many things, and nowadays almost everything is managed through an online account, which means we need to think differently about how our affairs are organised and managed in our increasingly paperless world.

With so much of our lives now managed online, it can be challenging to keep track of everything and ensure that our important information is accessible to the right people when needed.

That’s why we’re excited to announce our new partnership with Zenplans, an innovative online estate planning tool designed to help you securely organise, store, and selectively share life’s most important information.

Why we're offering Zenplans to our clients

At Finch Tax, we believe that estate planning should be simple, secure, and stress-free. We’ve decided to make Zenplans available to our clients for two key reasons:

1. Peace of mind for you and your family 

   With Zenplans, all your essential information is securely organised and readily accessible to those who need it most, ensuring your loved ones are never left searching for crucial details in an emergency.

2. Helping us to help you 

   By centralising your financial, legal, and personal details in one secure location, Zenplans allows us to provide you with the best possible advice and service, ensuring nothing important is overlooked.

   
   

What is Zenplans

Zenplans is a secure digital estate planning tool that helps you organise and store all of life’s key information in one place. It allows you to selectively share important details with trusted individuals, ensuring that your affairs are easily managed both now and in the future.

With Zenplans, you can store information on:

• Financial and legal documents

• Property and insurance details

• Digital assets and online accounts

• Emergency contacts and important wishes

Security you can trust

We understand that security is paramount when it comes to your sensitive information. Zenplans employs best-in-class encryption, two-factor authentication (2FA), and regular third-party security audits to ensure your data remains protected at all times. Only you and those you grant access to can view your Zenplan.

Ready to get started?

Zenplans is now available to Finch Tax clients. To start organising your important information today, speak to us and we will guide you through the process.

Taking the ‘Preparedness Quiz’ will help you assess how well your affairs are currently organised and identify any gaps.

Click here to take the Preparedness Quiz now. 

To find out more about Zenplans and how you can get set up, email us at: hello@finchtax.com