Family readiness report
A plain-language briefing on liquidity, estimated costs, outstanding documents and the intended outcome for beneficiaries.
Generate from ReportsEstateFlow reports combine calculations, outstanding documents, distribution instructions, administration worksheets and next steps so the right people can understand what is ready and what still needs attention.
Liquidity, missing documents and beneficiary outcomes.
Executor, SARS and distribution worksheets.
Clear guidance for every role and workspace.
A plain-language briefing on liquidity, estimated costs, outstanding documents and the intended outcome for beneficiaries.
Generate from ReportsShows captured gross and net estate, estimated duty, executor fee, liquidity and whether residue allocations balance.
Review calculationsExplains specific assets, fixed cash bequests, direct nominations and each beneficiary's estimated total.
Open distribution modelPrepares captured details for death notice, next-of-kin, asset inventory, executor acceptance, tax, distribution, voucher and executor-certificate worksheets.
Review autofill readinessCombines executor, guardian, beneficiary, trust and bequest instructions for qualified legal review.
Open will builderGives an invited professional structured estate data, risks and allocation warnings to review more efficiently.
Open review workspaceSearch step-by-step guidance for individuals, families, professionals and executors.
Open Knowledge Base