EstateFlow turns estate readiness into a step-by-step workflow: capture your estate, understand the costs and practical steps involved if someone passes away, organise documents, select an executor, prepare reports and know what your family should do next.
Add spouse details before adding in-community assets.
Will worksheet • Emergency pack • Executor pack
Every customer sees the same easy guided experience, but advanced planning, family administration and professional CRM tools unlock by plan.
One estate, marital property guidance, annual calculation and simple document checklist.
Individual toolsFamily tier for multiple family members, shared planning, executor readiness and family document organisation.
Family tierAccountants, fiduciary practitioners and executor teams get a CRM, client risk inbox, review workflow and structured client reports.
Professional toolsEstateFlow is built around guided wizards, plan-gated features, report generation and professional review. The goal is to make the process as user friendly as possible.
Estate duty, liquidity, liabilities, tax liabilities and estimated executor fee.
Plain-English report showing missing documents, cash needs and next steps.
EstateFlow prepares a planning worksheet from the beneficiary, bequest, executor and witness data you enter for professional review.
Paid plans generate Master/SARS date-of-death reports, checklists and administration worksheets.
Send structured data to a saved advisor, executor or EstateFlow service.