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.
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Built for Estate Planners...by estate planners.
YEPP simplifies estate planning by eliminating admin headaches, so you can spend more time with clients and grow your business effortlessly.
Lite Digitise instructions with an iPad and streamline solo practice.
£ 75 /+ £1 per case
£ 750 /year + £1 per case
- Take instructions digitally
- Collect physical ID
- Submit instructions securely
- Customisable Engagement Letter
- Fact Find
- Instruction Taking Questionnaires
- Adaptable Pricing
- Package Up Products
- Attendance Note Record
- Two Factor Authentication
- Manage Multiple Leads
- Manage Multiple Clients
- Manage Multiple Instructions
Pro Connect consultants and admin with a seamless, all-in-one system.
£ 475 /+ £1 per case
£ 4,750 /year + £1 per case
- Everything in Lite
- Customisable Engagement Letter
- Fact Find
- Instruction Taking Questionnaires
- Adaptable Pricing
- Package Up Products
- Attendance Note Record
- Two Factor Authentication
- Manage Multiple Leads
- Manage Multiple Clients
- Manage Multiple Instructions
- Create Bespoke Tasks
- Create Bespoke Workflows
- Manage Multiple Users
- Create Introducer Portals
- Email Template & Sending
- Email Delivered, Read & Bounced
- Organise Documents
- Full Integration with Tablet
- Detailed Reporting
- Manage Introducer Commission
- Manage Consultant Commission
- Set Tasks to Colleagues
- Manage Pool of Tasks for Office
- Segment Clients to Campaigns
- Manage Client Anniversaries
Enterprise Add custom branding and bespoke development for tailored business solutions.
£ 675 /+ £0.50 per case
£ 6750 /year + £0.50 per case
- Everythng in Lite & Pro
- Customisable Engagement Letter
- Fact Find
- Instruction Taking Questionnaires
- Adaptable Pricing
- Package Up Products
- Attendance Note Record
- Two Factor Authentication
- Manage Multiple Leads
- Manage Multiple Clients
- Manage Multiple Instructions
- Create Bespoke Tasks
- Create Bespoke Workflows
- Manage Multiple Users
- Create Introducer Portals
- Email Template & Sending
- Email Delivered, Read & Bounced
- Organise Documents
- Full Integration with Tablet
- Detailed Reporting
- Manage Introducer Commission
- Manage Consultant Commission
- Set Tasks to Colleagues
- Manage Pool of Tasks for Office
- Segment Clients to Campaigns
- Manage Client Anniversaries
- Full Bespoke Branding
- Monthly Team Training
Demystifying pricing, common queries resolved
Curious about our pricing plans? We’re here to help. Below are some of the most frequently asked questions about our pricing options.
Am I tied into a contract?
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.
Can I change my plan later?
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.
Are there any hidden fees?
No, there are no hidden fees. Please refer to the pricing table above for all fees.
What payment methods do you accept?
We accept all major credit cards, including Visa, MasterCard, American Express, and PayPal. For enterprise plans, we also offer invoicing options.
Do you offer discounts for annual subscriptions?
Yes, we offer a discount for annual subscriptions as you can see in the table above you only pay for 10 months instead of 12.
Whats included in YEPP
YEPP streamlines your workflow, automates admin, and keeps you focused on clients. From client management to reporting, every feature is built to help you work smarter and grow your business.
Using YEPPs iPad app in the field has completely changed the way I work. Its incredibly user-friendly and allows me to submit instructions seamlessly, without having to worry about data security or connectivity issues.
Start your journey with YEPP.
Whether you have a question, need support, or just want to share your feedback, we're all ears. Reach out to us and we'll get back to you as soon as possible.
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