South Africa-first estate readiness software for families and professional practices.Research · Security · Professional portal
Research & data

Research-backed estate-readiness context.

EstateFlow uses public South African references to structure its checklists, calculation assumptions and educational content. Figures must still be confirmed with a professional.

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EstateFlow is software support, not legal, tax, fiduciary or financial advice. Use it to prepare better data and clearer questions for your professional adviser.
EstateFlow product interface
5-stepguided estate readiness workflow
R3.5mbasic estate duty deduction reference
14 daysMaster reporting reference window
20%/25%estate duty rate bands
POPIAprivacy-aware controls
TopicPublic referenceHow EstateFlow uses it
Estate dutySARS states estate duty is levied on the dutiable value of an estate, with 20% and 25% bands above R30 million, and a basic deduction of R3.5 million.EstateFlow shows an estimated estate duty exposure and liquidity impact.
Payment timingSARS notes estate duty is due within one year of death, or 30 days from assessment if issued within one year.EstateFlow treats liquidity as a practical readiness issue, not just a tax number.
CGT on deathSARS publishes capital gains tax rates and notes the death-year exclusion amount.EstateFlow captures base costs and estimated gains to flag possible CGT exposure.
Reporting to the MasterThe Department of Justice says a deceased estate must be reported to the Master within 14 days.Executor workflows include reporting and document preparation steps.
POPIAThe Information Regulator describes POPIA as promoting protection of personal information processed by public and private bodies.EstateFlow uses owner-led sharing, scoped access rules and application activity records.
SARS estate duty

Official estate duty reference.

SARS CGT

Capital gains tax rate guidance.

Master reporting

How to report a deceased estate.

Information Regulator

POPIA reference.

EstateFlow