Estate-readiness software, executor nomination and family estate coordination.How To database · Executor service · Professional portal
Simple, transparent plans

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

Start free, upgrade when you need deeper planning, or coordinate multiple family members and professional clients. Every plan is designed around clearer information, practical next steps and better preparation.

Optional continuity benefit

Nominate EstateFlow as executor

You remain free to work with your preferred advisers and professionals. Where available and appropriate, nominating EstateFlow as executor can unlock tracked subscription and estimated fee benefits.

20%subscription benefit while selected
15%estimated executor-fee discount
View executor benefit
Find your fit

Start with the outcome you need

Basic helps you understand your starting point. Legacy supports one person with deeper planning and documents. Family coordinates separate estate profiles across a household. Professional gives firms a structured client-review and risk-management workspace.

Free entry point

Basic Estate

R0/month

For someone who wants to start capturing their estate without committing yet.

Best for: first-time users and simple estate-readiness education.
  • One estate profile
  • Guided setup and document checklist
  • Estate duty calculator: 1 calculation per year
  • Basic will and testament worksheet with witness capture
  • Basic bequests and beneficiary capture
  • EstateFlow executor selection captured
Package limits: Basic includes one estate, one annual estate-duty calculation and no date-of-death reports or Master Office pack.
Family coordination

Family

R799/month
Approx. R639/month where EstateFlow executor nomination applies.

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
  • Married-in-community joint estate planning where applicable
  • All Legacy planning 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.
Practice workspace

Professional

R1,499/month

For fiduciary, accounting, executor and advisory practices that manage client estate readiness.

Best for: accountants, fiduciary practitioners, executor teams, estate administrators and advisory firms.
  • Professional dashboard with sidebar
  • Client CRM and client detail pages
  • Client intake, risk inbox and annual review workflow
  • Professional review reports
  • Email outbox, task records and operational reporting
  • Actual estate income, expenses, taxes and voucher references
  • Final L&D worksheet generation for executor cases
Built for collaboration: professionals retain the client relationship while using a consistent intake, review and reporting workflow.

New to estate planning?

Begin with Basic to capture the essentials and identify gaps. Upgrade when you need ongoing calculations, reports, scenarios or document workflows.

Need more than Basic?

Choose Legacy when you need ongoing calculations, will-preparation workflows, reports, scenarios and organised documents for one estate.

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 groupBasic EstateLegacyFamilyProfessional
Estate profilesNumber of active estate profiles included.115Client profiles
Estate profile fieldsExecutor role, spouse details, marital regime and estate status.✓✓✓✓
EstateFlow executor nominationSubscription benefit and estimated executor-fee discount tracking.Capture only✓✓Client option
CalculationsEstate duty, CGT estimates, liquidity, tax liabilities and estimated executor fee.1 per yearUnlimitedUnlimitedClient calculations
Planning menuWhat-if scenarios, AI insights and planning tools.–✓✓✓
Asset workflowImmovable property, primary residence, firearms, loan accounts, other assets.Basic captureFullFullClient review
Beneficiary bequestsSpecific assets linked to beneficiaries for will preparation.Basic✓✓✓
Will and testament worksheetGuided will-preparation workflow using captured details, bequests and witnesses.YesRegenerate as neededRegenerate as neededClient workflow
Date-of-death executor packMaster/SARS administration reports, checklist and worksheets.No reportsGenerate reportsGenerate reportsPrepare for clients
Actual administration recordsIncome, expenses, tax payments, voucher references and Final L&D worksheet.NoNoNoYes
Family coordinationMultiple family member profiles and shared readiness dashboard.––✓Client groups later
Professional CRMRisk inbox, client reviews, task records and reports.–––✓
How To databaseGuides for every user type.✓✓✓✓
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, documents or professional workflows.

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