YEPP Lite: The Smarter Way to Take Will Instructions
At this year’s Legal Growth Conference, one name kept cropping up in conversations about innovation: YEPP. Now live on the App Store, YEPP Lite is the estate planning tool built specifically for consultants and smaller firms who want to go digital without committing to a full tech overhaul.
This is not another bloated CRM or generic legal platform. YEPP Lite has been developed by estate planners who understand the realities of working in the field, from juggling paperwork to struggling with poor Wi-Fi and maintaining compliance.
What Is YEPP Lite?
YEPP Lite is a tablet-based app that allows consultants to take instructions from clients in person, whether in their home, a care setting, or a coffee shop. It works even without internet access. Once reconnected to Wi-Fi, a single tap sends everything securely to your team.
It fits neatly into your existing workflow, making the instruction-taking process quicker, more compliant, and more professional.
Key Benefits
Instruction-taking without the admin headache
Capture client details, wishes, ID and digital signatures in one seamless sitting. No duplicate typing and no lost forms.
Perfect for consultants on the road
Works offline with secure storage. Everything is transmitted once you’re connected again.
Eliminates delays between meeting and drafting
Send instructions straight to your drafter, PA or external provider with one tap. No scanning or chasing.
Fewer errors, better compliance
Digital fields and guided steps help ensure nothing important is missed.
Designed for non-techies
No need to be an IT expert. It’s easy to use and requires minimal setup.
Built for smaller firms
Ideal for sole practitioners or boutique teams wanting to trial digital tools without disrupting their business.
Future-ready and scalable
When you’re ready to expand, YEPP Pro will offer integrations, reporting and support for multi-consultant teams.
Why It Matters
In today’s estate planning world, clients expect a smooth, professional service. YEPP Lite helps consultants spend more time face to face and less time buried in admin, all while improving accuracy and turnaround times.
For consultants, it means greater confidence and less paperwork. For business owners, it provides oversight and efficiency. And for clients, it creates a modern experience that reflects the quality of your service.
Ready to see it in action?
Book a free demo (meet.getyepp.co.uk) and see how YEPP Lite can modernise your instruction-taking process without the growing pains.
