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

Security and privacy-aware design

EstateFlow limits access to authorised people, supports consent-based sharing and keeps activity records to reduce unnecessary exposure of sensitive estate information.

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
Consent-ledprofessional and family access workflows
Scopedowner and estate access rules
Consentinvite-based sharing workflows
Trackedapplication activity records
POPIAprivacy-aware controls

What this means in practice

  • Owner-scoped vault and generated document records
  • Secure document access limited by account permissions
  • Application activity records for operational visibility
  • Consent-led professional and family access patterns

Protection built into every account

EstateFlow combines account authentication, permission-based access and invisible abuse protection. Sensitive actions are checked before they are accepted, and access can be removed when it is no longer needed.

Read the privacy approach
EstateFlow