EstateFlow groups the process into simple stages so users do not need to know legal forms before they begin.
Marital regime, spouse details, executor choice and estate context.
Assets, liabilities, dependants, beneficiaries and specific bequests.
Vault, checklist, executor administration worksheets and proof/voucher index.
Current cost estimates, rules-based Estate Insights, liquidity planning and professional-only trust comparisons.
Professional review, reports and client follow-up.