EstateFlow is built to help you understand your estate readiness better and help you create your last will and testament in a few easy steps. The platform turns complex estate data into guided wizards, checklists, reports and professional review workflows.
Every wizard screen explains what the user should do next and why it matters.
The system helps organise client details, documents, reports and will-preparation data in one place before professional review.
Professionals get client workflow tools and organised documents in one place instead of scattered files and spreadsheets.