Discover Genie

Your digital estate planning companion

Genie by Estate Planning Pro is much more than just document storage. It’s a safe space where you can review and share the responsibility of handling your estate with those you care about and will rely on, with the comfort of knowing that we are regularly checking in. When the time comes, Genie is also there to offer support and professional guidance, as well as give easy access to those that you trust.

  • Share your Genie account with your trusted people so that they can securely access your Estate Planning documents quickly and easily when the time comes
  • Leave messages for loved ones
  • Securely create a full assets list to make administrating your estate as simple as possible
  • Provide those you rely on with the information and support they will need to handle your estate
  • Give them access to a range of professional services to reduce stress, burden and cost

Access to more

Within your Genie account you will find details of our Trusted Partners, be able to access useful guides produced by leading experts and receive relevant news articles written by independent journalists. Plus much more.

Do it yourself

Confident that you know exactly what you need? You can use our online service to produce basic Wills and Powers of Attorney in just a few minutes at a time that suits you, without receiving any advice.

By creating a Genie account you can draft your documents using our quick on-line question-and-answer guide.

Note, that this is a self serve process and therefore, Estate Planning Pro has no responsibility for the outcome of your planning.

Let us do it for you

Not confident doing it yourself or prefer to do it with a real person?

Receive advice based on your personal circumstances to provide certainty with your estate planning. Click the link below to request a no obligation discussion that will provide you with all the information needed to make an informed decision.