EstateFlow turns estate readiness into a step-by-step workflow: capture your estate, understand the costs and practical steps involved if someone passes away, organise documents, nominate an executor, prepare reports and know what your family should do next.
Add spouse details before adding in-community assets.
Will worksheet • Emergency pack • Executor pack
Choose Free, Essential, Legacy or Family as your estate-readiness needs grow.
One estate, marital-property guidance and a document checklist. Free provides one calculation per 24-month cycle; Essential and above include unlimited recalculation.
Individual toolsFamily tier for multiple family members, shared planning, executor readiness and family document organisation.
Family tierKeep supporting documents, signed records and executor-ready evidence organised alongside one continuously updated estate profile.
Legacy tierEstateFlow is built around guided wizards, clear personal-tier limits, report generation and qualified review where needed. The goal is to make the process as user friendly as possible.
Estate duty, liquidity, liabilities, tax liabilities and estimated executor fee.
Plain-English report showing missing documents, cash needs and next steps.
EstateFlow prepares a planning worksheet from the beneficiary, bequest, executor and witness data you enter for professional review.
Legacy and Family plans keep supporting records, signed documents and executor-ready evidence organised alongside each estate profile.
Prepare clear reports and structured information to discuss with your chosen qualified adviser or executor.