EstateFlow.
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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.

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Current estateLoading...
PlanFree
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.

Family access
Emergency contacts made simple
Report centre
Open and download PDFs
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.

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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Create reminder records for annual will review, missing documents and outdated valuations.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.
ReminderDueStatusChannelActions
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Estate profile

Edit the legally-relevant estate structure, executor nomination and trustee information used by reports, will worksheets and executor workflows.

Married in community uses a joint planning view. Out-of-community estates remain separate; any accrual claim and ANC exclusions require confirmation.
Personal profile

Edit the profile data used by your estate plan, will-builder, emergency pack and date-of-death document autofill.

Required before in-community assets auto-default to 50% ownership.
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.
NameRelationshipStatusEmailActions
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Estate Health
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Click any amount to open its full calculation breakdown.
Gross estate
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Net estate
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Estate duty
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Estimated CGT
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Estimated executor fee
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Liquidity gap
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Liquidity meter
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Planning estimate: Results use the information captured and the assumptions shown below. A qualified professional should review them before decisions or submissions.
No calculation has been created yet.
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.
Estate balance sheet
Capture and review the estate by category. Add rows directly where they belong.
Download Excel template
Planning note: EstateFlow derives calculation treatment from the asset type and the answers that apply to it. Beneficiaries and bequests are captured separately under Beneficiaries. Firearms still require a valid licence and lawful transfer.
Total AssetsR0
Total LiabilitiesR0
Net Asset ValueR0
A ceded policy is included as deemed property for Estate Duty but excluded from the executor-fee tariff base. Confirm the cession against the policy schedule.
Ownership, reference and other details
Ownership adjusts from your marital regime.
Add the item, then review the live category subtotal above.
Liabilities
Capture debts and link secured liabilities to the asset they are secured over.
The dropdown shows the captured asset ID and description so the liability can be tied to the correct asset.
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TypeDescriptionCreditorSecured assetAmountActions
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.
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NameRelationshipAge / minorGuardianMonthly supportActions
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Beneficiaries and bequests
Capture complete beneficiary details, fixed gifts, specific assets and residue instructions.
Who receives what?
Each asset should be assigned to only one beneficiary.
NameRelationshipSpecific assetsFixed giftResidue %Actions
Digital Vault
Keep important estate documents securely organised in your account.
Upgrade
Leave empty when editing only the title/category.
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TitleCategoryFileActions
Lifetime planning document checklist
Track the signed Will, identity, ownership and policy records needed while the person is alive.
Date-of-death checklist
Checklist progress
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StatusDocumentAssigneeVault fileNotes
Date-of-death and executor workflow
Families can view shared progress. An authorised Executor or Professional manages steps and generates the Master’s Office/SARS preparation documents.
Review autofill
Administration process tracker

Each step records its status, responsible party, target date and actual completion date.

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.
Death document autofill Paid
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Settings
Subscription
Plan: — Cycle: — Status: —
Manage / Upgrade
Estate members
EstateFlow Helper
Automated guidance for this dashboard.
EstateFlow