Autofill the documents your executor will need.
EstateFlow maps information already captured in the estate into preparation worksheets for the Master reporting pack, SARS estate administration, liquidation and distribution account, and the supporting voucher index.
Preparation worksheets only: EstateFlow does not submit official forms. Confirm the latest official forms and have the appointed executor or qualified professional review every field before submission.
Autofill readiness
Complete missing profile and estate fields before generating the pack.
Autofill completeness
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Required fields ready
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Missing required fields
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Loading captured estate information...
Missing information
These fields reduce how much EstateFlow can prefill.
Update estate detailsIncluded worksheets
Reporting letter on letterhead
Death Notice (J294)
Certified document checklist
J192 Affidavit of Next of Kin
J243 Inventory
Executor acceptance and Master directions
Company-executor representative checklist
Letters of Executorship / authority tracking
SARS deceased-estate administration
SARS REV267 estate-duty preparation
Liquidation and Distribution worksheet
Actual income, expense and tax schedule
Voucher and supporting-document index
Executor certificate preparation
Death Notice (J294)
Certified document checklist
J192 Affidavit of Next of Kin
J243 Inventory
Executor acceptance and Master directions
Company-executor representative checklist
Letters of Executorship / authority tracking
SARS deceased-estate administration
SARS REV267 estate-duty preparation
Liquidation and Distribution worksheet
Actual income, expense and tax schedule
Voucher and supporting-document index
Executor certificate preparation