Estate planning guide
A practical guide to becoming executor-ready.
This guide explains the building blocks EstateFlow helps you organise. It is educational and should be reviewed with qualified professionals.
| Step | What to capture | Why it matters |
|---|---|---|
| 1. Estate profile | Personal details, marital status, jurisdiction and estate status | Reports and document needs depend on context. |
| 2. Assets and liabilities | Property, investments, policies, vehicles, loans and taxes | Executors need the financial picture to calculate costs and liquidity. |
| 3. Beneficiaries and dependents | Heirs, guardians, support needs and residue allocations | Guardian, dependant and family-support needs should be clear before decisions become urgent. |
| 4. Documents | Will, ID, marriage/ANC, title deeds, policies, statements and funeral instructions | Missing documents slow down administration and increase stress. |
| 5. Review | Advisor notes, annual review date and readiness report | Estate data changes over time; review keeps it useful. |