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. 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

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.

Basic Estate plan at R0 per month, including an estate health score, basic estate information, beneficiary and dependant capture, an essential document checklist and one annual recalculation.

Begin with confidenceNo payment details required for Basic Estate.

Legacy plan at R199 per month, including multiple estate recalculations, asset and liability tracking, a document vault, warnings, suggestions and annual reminders.

More clarity and controlDeeper planning and documents for one estate.

Family plan at R799 per month, including family and emergency-contact access, advanced document management, executor nomination, priority support and advanced reporting.

Plan together, keep profiles separateCoordinate up to five family estate profiles.

Professional plan at R1,499 per month for advisers, accountants, executors and estate professionals, with client dashboards, collaboration, workflow tools, reporting and secure document management.

Serve clients with confidenceStructured estate-readiness workflows for practices.

Package details

What is included in each plan

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 nomination captured

Package limits: Basic includes one estate, one annual estate-duty calculation and no date-of-death reports or Master Office pack.

Recommended individual

Legacy

R199/month

Any EstateFlow executor benefit follows the approved tenure schedule.

For one person who wants the full estate-readiness workflow.

Best for individuals who need realtime estate planning.

One full estate profile
Unlimited estate-duty calculations and rules-based Estate Insights
Digital vault and report centre
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
Date-of-death checklist, executor pack and administration reports
What if I pass away report

Choose Legacy when: you need ongoing calculations, Estate Insights, document organisation and reports for one estate.

Family coordination

Family

R799/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 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.

Detailed comparison

What each package should include

Feature group	Basic Estate	Legacy	Family	Professional
Estate profilesNumber of active estate profiles included.	1	1	5	Client profiles
Estate profile fieldsExecutor role, spouse details, in- or out-of-community regime, accrual status, ANC reference and estate status.	✓	✓	✓	✓
EstateFlow executor nominationContinuous-membership tracking for any approved tenure benefit; no unapproved rate is assumed.	Capture only	✓	✓	Client option
CalculationsEstate duty, CGT estimates, liquidity, tax liabilities and estimated executor fee.	1 per year	Unlimited	Unlimited	Client calculations
Rules-based Estate InsightsTransparent observations based only on calculated figures and captured records.	–	✓	✓	✓
Trust comparison scenariosSandboxed professional comparison that never changes the client’s live estate.	–	–	–	✓
Asset workflowImmovable property, primary residence, firearms, loan accounts, other assets.	Basic capture	Full	Full	Client review
Beneficiary bequestsSpecific assets linked to beneficiaries for will preparation.	Basic	✓	✓	✓
Will and testament worksheetGuided will-preparation workflow using captured details, bequests and witnesses.	Yes	Regenerate as needed	Regenerate as needed	Client workflow
Date-of-death executor packMaster/SARS administration reports, checklist and worksheets.	No reports	Generate reports	Generate reports	Prepare for clients
Actual administration recordsIncome, expenses, tax payments, voucher references and Final L&D worksheet.	No	No	No	Yes
Family coordinationMultiple family member profiles and shared readiness dashboard.	–	–	✓	Client groups later
Professional CRMRisk inbox, client reviews, task records and reports.	–	–	–	✓
Knowledge BaseGuides 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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