Estate-readiness software, executor nomination and family estate coordination.Knowledge Base · Executor service
Simple, transparent plans

Choose the estate-readiness support that fits your life or family.

Start with one complete estate snapshot, then choose ongoing record maintenance, executor-ready document storage or coordinated Family profiles.

Optional continuity benefit

Nominate EstateFlow as executor

You remain free to work with your preferred advisers and professionals. If EstateFlow is nominated as executor, any approved benefit will be based on continuous membership and the rate schedule in force at the relevant time.

Tenurecontinuous membership is tracked
Configuredno discount is guessed before approval
View executor benefit
Current package structure

Four personal plans, from a first snapshot to family coordination.

Free creates a first snapshot. Essential keeps one person’s plan current. Legacy adds the full supporting-document Vault. Family coordinates up to five separate profiles.

Package details

What is included in each plan

One complete first cycle

Free

R0/month

For someone who wants one complete estate snapshot without a subscription.

Best for: first-time users who can complete their initial record and Will in one cycle.
  • One estate profile
  • Guided setup and document checklist
  • One estate and cost calculation
  • One Will and Testament generation with witness capture
  • Beneficiary capture and bequests
  • EstateFlow executor nomination captured
Package limits: after the first calculation and Will, the record is frozen for 24 months. Only the signed Will can be uploaded; supporting documents require Legacy. We notify you when the next update cycle opens.
Recommended individual

Legacy

R199/month
Any EstateFlow executor benefit follows the approved tenure schedule.

For one person who wants an executor-ready supporting-document record.

Best for people who want to help their executor find and verify the evidence behind the estate record.
  • One full estate profile
  • Everything in Essential
  • Full Vault for ID, property, policy, account and liability documents
  • Will and testament generator with beneficiary and specific bequest data
  • Marital-property workflows for marriages in community and out of community, with or without accrual
  • Estate Readiness Checklist linked to supporting documents
  • Executor-ready document organisation
Choose Legacy when: your executor will need more than the signed Will to administer the estate efficiently.
Family coordination

Family

R599/month
Any EstateFlow executor benefit follows the approved tenure schedule.

For families that want to coordinate separate estate profiles under one family subscription.

Best for: spouses, parents, adult children and households planning together.
  • Up to 5 family member estate profiles
  • Family readiness dashboard
  • Shared reminders and document coordination
  • Separate estate profile per person
  • Unlimited estate-duty calculations and will/testament generator
  • Joint or separate spouse planning based on the matrimonial-property regime
  • All Legacy record-keeping and document features
  • Priority executor-readiness workflow
How Family works: each person keeps a separate estate profile, while shared reminders and readiness views help the household coordinate.

Need one starting snapshot?

Use Free to complete one estate record, one calculation and one Will before the 24-month lock begins.

Need ongoing updates?

Choose Essential for a continuously current record and signed-Will upload. Choose Legacy when you also want the supporting-document Vault.

Planning as a family?

Family coordinates separate profiles, reminders and documents without treating multiple people as a single estate.

Detailed comparison

What each package should include

Feature groupFreeEssentialLegacyFamily
Estate profilesNumber of active estate profiles included.111Up to 5
Asset and liability updatesGuided entry, tooltips and Excel import are available on every individual tier.Once per 24-month cycleUnlimitedUnlimitedUnlimited per profile
CalculationsEstate duty, CGT estimates, liquidity, tax liabilities and estimated executor fee.Once per 24-month cycleUnlimitedUnlimitedUnlimited per profile
Rules-based Estate InsightsTransparent observations based only on calculated figures and captured records.–✓✓✓
Will and TestamentUses captured details, bequests and witnesses and flags when source data changes.Generate onceUnlimitedUnlimitedUnlimited per profile
Document uploadsSupporting records help an executor verify ownership, balances and instructions.Signed Will onlySigned Will onlyFull supporting VaultFull Vault per profile
Professional linkingA client can approve view-only access to captured estate information.✓✓✓✓
Administration trackerShared step status, assigned owner and target/actual dates.View when linkedView when linkedView when linkedFamily view
Not sure where to start?

Start free and build a clearer estate picture.

Create your first estate profile, follow the guided checklist and see your readiness gaps. Choose a paid plan when you need more frequent calculations, family coordination or supporting-document storage.

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