Estate Planning, Simplified
YEPP combines digital instruction taking, CRM functionality, and compliance tools into one intuitive platform modular, mobile-friendly, and made for the real world.
Working on the move
Take instructions, collect ID, and stay productive even when offline.
Security at its core
Secure cloud-based storage, GDPR compliance, audit trails and user-level access controls.
Powerful integrations
Sync with Xero, Calendly and more. Work how you want, not how software tells you to.
Custom workflows
Adapt YEPP to your exact business process, with flexible templates, branding and permissions.
Everything you need
No stress, no silos. Just a platform that works.
YEPP brings clarity and control to every stage of your estate planning workflow without the usual tech headaches.
- Push-to-drafter
- Send instructions directly to your drafter or drafting system with a single click.
- ID collection
- Capture physical ID with your device camera and sync it securely when back online.
- Tracking made simple
- Track progress with a clean dashboard, from client intake through to signed docs.
- Advanced security
- Built with compliance in mind, data's encrypted and stored in the cloud.
- Powerful API
- Integrate YEPP into your firm’s broader tech stack, with flexible data handling.
- Automated follow-ups
- Trigger reminders based on will anniversaries, birthdays, and case events.
Built by planners
A better workflow, finally
YEPP was created by estate planners who were tired of juggling disconnected tools. Now everything from instructions to follow-ups lives in one easy-to-use system.
“YEPP’s saved me hours each week. I used to dread onboarding new clients now it’s smooth, repeatable and looks professional.”
Run your estate planning business without compromise
From chaos to clarity
Why estate planners are making the switch to YEPP
YEPP replaces the clunky, disconnected software stack most planners have come to accept with one platform that actually understands your workflow.
- Real-time dashboards
- Stay on top of every instruction, lead and case without chasing your team.
- Drafting-ready formats
- Generate documents in formats that drop straight into your preferred drafting software.
- Client insights
- Track anniversaries, conversion rates and order values to grow your business smarter.
- Compliance toolkit
- Built-in GDPR tracking, audit trails, and best-practice workflows.
- Team collaboration
- Assign, comment, and manage roles across your team in.
- Fully modular
- Enable only the tools you need nothing more, nothing less.