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, nominate 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
Choose the package that fits your estate, your family or your professional practice, with clear options as your needs grow.
One estate, marital-property guidance and a document checklist. Free provides one calculation per 24-month cycle; Essential and above include unlimited recalculation.
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.
Authorised Professionals prepare Master's Office and tax-preparation documents, date-of-death reports and administration worksheets from a linked client's captured records.
Send structured data to a saved advisor, executor or EstateFlow service.