Finest Planner

Finest Planner is an estate and financial planning technology company incorporated in England and Wales. The company builds and operates intelligent digital infrastructure for the UK estate planning and independent financial advisory sectors.

Its platform manages the complete estate planning lifecycle - client acquisition, will creation, document storage, IHT planning, lasting powers of attorney, trust formation, executor support, and regulated financial advice referral - within a single scalable system designed for estate planners, will writers, and IFA firms of any size.

The company operates five divisions: Inheritance Made Simple, a live consumer estate planning brand and the primary client acquisition engine for the network; FINEST Planning, a B2B adviser platform providing intelligent CRM and client lifecycle automation; Wills Uni, a professional training and accreditation division serving the practitioner network; ifa.ae, a UAE-focused advisory brand serving British expatriates with cross-border estate planning and pension transfer services; and a white label division enabling professional firms to operate independently under their own brand, powered by FINEST infrastructure.

The company's technology includes an AI document intelligence layer, automated lifecycle management, digital vault and legacy storage, and a structured referral engine routing qualified leads to regulated financial partners.

Finest Planner's primary consumer platform operates at inheritancemadesimple.com.