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Practical estate-readiness resources

Use these resources to guide conversations with your family, executor, accountant, adviser or fiduciary practitioner.

Open guided setupSee how it works
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

What this means in practice

  • Estate-readiness checklist
  • Family emergency pack outline
  • Advisor review preparation
  • Executor document list

Designed for clarity

Each workflow uses plain language, prominent next actions, visual progress and PDF outputs so users do not need to understand complex estate terminology before they can begin.

Try the guided setup
EstateFlow