Overview
Estate health summary, duty, CGT and liquidity.
Liquidity healthy Public site
Your estate command center
Welcome back
We are preparing the clearest next step for your estate.
0readiness
Current estateLoading...
PlanBasic Estate
Captured0 assets
Documents0% ready
EstateFlow Easy Mode
We guide you one step at a time.
For clients who are not comfortable with computers: start with the wizard, answer simple questions, upload only what is needed, and let EstateFlow explain the next best action.
3 things to do next
A focused onboarding queue based on your current estate data.
Estate Readiness Timeline
Not started → Captured → Reviewed → Executor-ready.
Smart warnings
Warnings are generated from dependents, assets, vault/checklist and calculations.
Advisor / Human Review
Ask EstateFlow staff or an advisor to review your estate readiness. This creates a tracked request for the admin dashboard.
—
Need help?
Create a support ticket for EstateFlow staff from inside the app.
Email reminders
Create reminder records for annual will review, missing documents and outdated valuations. Email sending can be connected later with a scheduled function/provider.
| Reminder | Due | Status | Channel | Actions |
|---|---|---|---|---|
| — | ||||
Estate profile
Edit the legally-relevant estate structure, executor selection and trustee information used by reports, will worksheets and executor workflows.
Personal profile
Edit the profile data used by your estate plan, will-builder, emergency pack and date-of-death document autofill.
Funeral / immediate-cost estimate
Family / Emergency Access
Store people who may need controlled access later, such as a spouse, executor or trusted family member. This does not automatically grant vault access yet.
Trusted contacts
These records help you prepare a controlled access workflow later.
| Name | Relationship | Status | Actions | |
|---|---|---|---|---|
| — | ||||
Estate Health
—Gross estate
—
Net estate
—
Estate duty
—
Estimated CGT
—
Estimated executor fee
—
Liquidity gap
—
Liquidity meter
—
—
Planning estimate: Results use the information captured and the assumptions shown below. A qualified professional should review them before decisions or submissions.
—
Estate Readiness Score
The score focuses on core readiness. Dependent and advisor checks apply only when relevant, so they do not unfairly lower the result.
Assets
Capture assets for estate duty, CGT, liquidity and executor asset inventory preparation.
Important: Immovable Property assets form part of the executor asset inventory workflow later on. Deemed property may include assets that are not physically owned by the deceased but must still be considered for estate duty planning. Firearms require an up-to-date firearm licence and a beneficiary who may legally possess/licence the firearm.
| Asset ID / Type | Description | Value | Flags | Liquid | Actions |
|---|
Liabilities
Capture debts and link secured liabilities to the asset they are secured over.
| Type | Description | Creditor | Secured asset | Amount | Actions |
|---|
Dependants and guardianship
Add everyone financially dependent on you: minor children, adult dependants, disabled dependants, spouse/partner support needs and anyone whose maintenance should be planned for.
Why this matters: dependants affect guardian planning, testamentary trust planning, liquidity needs and the instructions your executor or will drafter must understand.
| Name | Relationship | Age / minor | Guardian | Monthly support | Actions |
|---|---|---|---|---|---|
| — | |||||
Beneficiaries and bequests
Capture complete beneficiary details, fixed gifts, specific assets and residue instructions.
| Name | Relationship | Specific assets | Fixed gift | Residue % | Actions |
|---|
Digital Vault
Files upload to Firebase Storage, metadata to /vault_items/{uid}.
| Title | Category | File | Actions |
|---|
Document Checklist
Track the key documents your family/executor will need.
Checklist progress
0%
—
| Done | Document | Category | Notes |
|---|
Date-of-death and executor workflow
Legacy, Family and Professional users can generate the Master/SARS preparation pack and track the full administration sequence.
Executor workflow sequence
- Report the deceased estate to the Master within 14 days after death.
- Track the Letters of Executorship or Letter of Authority from the Master.
- Calculate and submit the tax return up to date of death.
- Open the estate bank account once authority is issued.
- Change the SARS profile from normal taxpayer to deceased estate workflow.
- Publish the Section 29 creditor advertisement and monitor the 30-day claim period.
- Collect and value all assets, liabilities and supporting vouchers.
- Prepare and submit the Liquidation and Distribution account within six months after death.
- Submit deceased-estate tax returns as they become due.
- Publish the Section 35 L&D inspection notice for 21 days.
- Obtain Master authority, pay creditors, distribute the balance and file discharge.
Documents gathered or generated for the Master/SARS pack
Reporting letter on letterheadDeath Notice (J294)Certified Death CertificateCertified deceased IDMarriage Certificate / ANCCertified surviving spouse IDJ192 Affidavit of Next of KinJ243 InventoryOriginal Last Will and TestamentJ190 Acceptance of Trust as ExecutorJ155 Master directions undertakingCertified executor IDCOR 14.3 for company executorDirectors resolution and nominee IDFirst and Final L&D accountSARS REV267Section 29 advert proofExecutor certificateJ238 executor lettersVoucher pack
Professional administration records
Professional users can capture actual estate income, expenses, tax payments and voucher references on executor cases, then generate the Final L&D worksheet for review.
Reports & Documents
EstateFlow generates preparation PDFs in your browser and stores them with your estate records.
—
| Type | Label | Generated |
|---|
Settings
Estate members
EstateFlow Helper
Automated guidance for this dashboard.
EstateFlow