Empowering estate planners to digitise their entire workflow
InLeef simplifies every stage of estate planning from onboarding to document delivery with intelligent automation and personalised AI experiences that bring your advice to life. Save time, reduce admin, and focus on what matters most: your clients.
01 The Digital Client Journey
How InLeef transforms the entire client process from first interaction to final delivery
Intelligent Onboarding
1-minute registration removes friction while capturing core client data
Full digital Fact Find that is UX driven, guided, and efficient
AI avatar education empowers clients with clear, accessible guidance
Guided Service Delivery
Avatar-led explanations deliver complex concepts in simple terms
Automated workflows eliminate chasing clients and admin duplication
Real-time updates keep you informed of every client stage and status
Personalised Recommendations
Generate bespoke, compliant, and consistent estate protection plans
Transparent explanations ensure clients understand every product
Immediate acceptance capabilities mean no delays, faster decisions
02 The Operational Backbone
How InLeef powers the estate planner's business from within
Centralised Data & Single Source of Truth
Permanent Fact Find maintains one structured client record for life
Digital Vault keeps documents stored securely and accessible 24/7
Data cleansing engine automatically removes duplication and errors
Compliance & Audit Confidence
Fully auditable system records every advice touchpoint automatically
Consumer duty aligned with evidence-based, consistent, risk-free advice
Electronic signature and QES-ready for modern will execution
Admin Automation
Automated ID checks and reminders handle routine admin tasks
Enter data once and never repeat it across your entire workflow
Smart workflows trigger the right actions at exactly the right time
03 The Commercial Growth Engine
How InLeef drives revenue, retention, and lifetime client value
Client Engagement & Nurturing
AI digital avatar creates warm, personalised client interactions
Automated estate planning reviews with annual reminder prompts
Life event triggers reveal timely additional client support opportunities
Referral & Stakeholder Expansion
Integrated referral system connects executors, trustees, and family
Partner engagement tools help you work with professional introducers
Automated outreach with built-in messages, invites, and prompts
Scalability & Revenue Growth
Serve more clients with reduced resources and overhead
Instant onboarding enables efficient will bank management
Sell more products with less effort while maintaining higher margins
Happier Customers for Higher Revenue
InLeef guides your clients effortlessly from first interaction to fully drafted, compliant estate planning documents. Provide a seamless, secure, and engaging digital journey that boosts confidence and efficiency while achieving business growth and revenue.
BENEFITS: WHY CHOOSE INLEEF?
Build and grow your business with InLeef
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Focus on what matters to you
By streamlining processes, InLeef frees up your time, giving you more opportunities to grow your business.
Create long-lasting client relationships
Engage clients as never before with educational videos, instant messaging, and more precise and bespoke solutions to suit their individual needs.
Build trust and confidence easily
Come to clients with solutions right off the bat. Use the Fact Find to provide estate planning products to exceed client expectations from your first meeting.
Choose your perfect price plan
Business
£275
per month
Corporate
£390
per month
FAQS
Frequently asked questions
InLeef is a comprehensive estate planning platform that digitises your entire workflow. It combines intelligent automation, AI-powered features, and secure client communication tools to streamline everything from initial client onboarding to final document delivery. Our platform helps you save time, reduce administrative burden, and provide exceptional service to your clients.
Security is our top priority. All client data is encrypted both in transit and at rest using industry-standard encryption protocols. We maintain strict compliance with GDPR and other relevant data protection regulations. Our servers are hosted in secure, certified data centres with regular security audits and monitoring.
Yes! InLeef offers extensive customisation options including branded client portals, custom workflows, personalised AI avatars for educational content, and configurable document templates. You can tailor the platform to match your firm's specific processes and branding requirements.
the name InLeef comes from the combination of 'In' and 'Leef'. 'In' represents the integration of our platform into your existing workflow, and 'Leef' comes from the nordic word for 'life'.
InLeef offers built-in tools such as our Will Bank for your existing clients and Prospect Bank for new prospects, each with tailored onboarding journeys and personalised AI avatars. Our system automatically formats and sends out registration invites, making it easy to bring clients and prospects into the platform. Once they register, they will instantly appear in your dashboard, ready for you to engage and manage through their individual journeys.
We're currently invite only, but if you get in touch our team will show you around and give you some hands-on experience with the platform.
TRUSTED, COMPREHENSIVE, TAILORED PROTECTION
Professional Indemnity Insurance for the UK Estate Planning Community
Exceptional Value – Exclusive Rates for Estate Planning Professionals
We typically see clients benefit from up to 70% lower premiums or double the level of cover for the same cost they're currently paying — all without compromising on protection or service quality.
A-listed Supplier to the UK's Estate Planning Community
We provide specialist cover designed exclusively for professionals handling wills, trusts, probate, and estate administration. Our insurance solutions go beyond standard policies — they're built around the real risks and responsibilities you face.
Why Choose Us
Tailored PII designed exclusively for estate planning professionals.
Meets all regulatory and professional compliance requirements for complete peace of mind.
Recognised A-listed supplier, trusted by leading estate planning networks across the UK.
Protection for errors, omissions, negligence, document issues, disputes, and more.
A dedicated team on hand with proactive guidance and responsive client care.
In estate planning, reputation and trust mean everything. Our protection safeguards both — ensuring your business and your clients enjoy complete peace of mind. Whether you're an individual practitioner or part of a national network, our team will help you secure the right level of cover, backed by a commitment to service excellence and long-term partnership.
Protect your practice. Strengthen your reputation. Partner with the UK's leading PII provider for estate planning professionals.
Fill out and submit the contact form below, and one of our agents will contact you for a short consultation meeting.
Ready to scale to the next level?
Have questions or want to see how our platform streamlines your estate planning process? Our team is here to help. Whether you're interested in a demo, need support, or want to learn more, reach out to us today.