Create your Family profile first.
The Family profile is a simple container around separate individual estate plans. No estate assets or calculations are stored at family level.
Choose a family member or view the whole family.
Each person keeps a separate estate, Will plan, calculation and document trail.
Whole family
A navigation and status hub, not a merged financial statement.
Family members
Open a person to see their full balance sheet, costs, liquidity and next actions.
Spousal deferred-tax projections
These planning projections are shown between linked spouses and never increase the current estate totals.
Invite optional self-service access
The main contact retains management access. An invited member can receive separately controlled access without creating a joint Will.
Important boundary
Estate duty, capital gains tax, executor costs and liquidity remain calculated per person. EstateFlow does not present a combined “family estate duty” figure because that would be misleading.