Estate-readiness software for South African families, family groups and professional practices.Research · Security · Professional portal
Platform

A guided workflow from estate capture to review-ready pack.

EstateFlow groups the process into simple stages so users do not need to know legal forms before they begin.

1
Profile

Marital regime, spouse details, executor choice and estate context.

2
Estate

Assets, liabilities, dependants, beneficiaries and specific bequests.

3
Documents

Vault, checklist, executor administration worksheets and proof/voucher index.

4
Planning

Paid what-if scenarios, AI insights and liquidity planning.

5
Review

Professional review, reports and client follow-up.