Your estate planning partner
Estate Planning & Wills software: Automate and save time while being more profitable. YEPP is built for estate planners, will writers, and firms who want to modernise their operations.
Trusted by Professionals: Used by forward-thinking estate planners & will writers.
Built to streamline your workflow
Everything you need, nothing you don’t. YEPP takes care of the admin, so you can focus on what matters your clients.
more Features- Digital instructions, simplified
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Capture client instructions and physical ID digitally even offline. Perfect for consultants on the go.
- Seamless integrations
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YEPP connects with your favourite tools like Xero, Sage and Calendly no more switching between platforms.
- Compliance made easy
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Stay audit-ready with GDPR-aligned workflows, secure cloud storage, and quality control built-in.
- Tailored to your business
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Toggle features, brand your platform, and customise workflows to match how you really work.
Pricing
Clear pricing that grows with you
Flexible plans for solo consultants, growing firms, and established teams. Only pay for what you use.
Lite
Digitise instructions with an iPad and streamline solo practice.
£5 /month (+ £1 per case)
- 5 products
- Up to 1,000 subscribers
- Basic analytics
- 48-hour support response time
Pro
Most popular
Connect consultants and admin with a seamless, all-in-one system.
£475 /month (+ £1 per case)
- 25 products
- Up to 10,000 subscribers
- Advanced analytics
- 24-hour support response time
- Marketing automations
Enterprise
Add custom branding and bespoke development for tailored business solutions.
£675 /month (+ £0.50 per case)
- Unlimited products
- Unlimited subscribers
- Advanced analytics
- 1-hour, dedicated support response time
- Marketing automations
Frequently asked questions
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At YEPP we strongly believe in our product and are confident that you will too, that is why we do not tie you into contracts, each month rolls onto the next.
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Yes, you can upgrade or downgrade your plan at any time from your account settings. The changes will take effect immediately, and any cost adjustments will be prorated.
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No, there are no hidden fees. Please refer to the pricing table above for all fees.
What our users say
Real stories from professionals using YEPP every day
“YEPP ensures every piece of client information is captured consistently and compliantly. It supports me through the instruction process, giving me confidence that everything has been properly discussed and documented.”
“Using the flexible workflow management system, I can tailor processes to fit both the business needs and the unique requirements of each client, ensuring a coherent and personalised experience, every time.”
“YEPP’s case management enables collaboration across our team. Everyone has access to client data, which means we can work together efficiently and deliver estate planning solutions to clients faster than ever.”
