Date-of-death preparation

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 formally authorised executor or qualified professional review every field before submission.

Autofill readiness

Review mapped information, add corrections and generate secure preparation drafts.

Autofill completeness
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Required fields ready
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Missing required fields
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Missing information

These fields reduce how much EstateFlow can prefill.

Update estate details

Phase 2 document workflow

J192 next-of-kin preparation draft
J243 inventory preparation draft
Draft Liquidation and Distribution account

Every document records its mapping version, official source reference and calculation provenance. Status moves only from Draft to Reviewed to Submitted.
EstateFlow