One workspace for every estate.
EstateWise runs a deceased estate from the first report to final closure — documents, Master’s Office forms, banking, creditors, the L&D account, distribution — in one workspace, milestone by milestone, with the next step always visible.
And when a client has a Life File, their estate opens ready — not from zero.
Slow, opaque, and paper-bound.
The average South African deceased estate takes 12 to 24 months to wind up. No single system tracks where each estate sits; documents scatter across email and WhatsApp.
Across ten active estates, most of the unbillable hours aren’t legal work — they’re coordination the firm can’t bill for.
A professional platform for estate administration — a technology platform, not a law firm in software. It makes a slow, opaque process navigable from end to end.
Built for professionals running estates side by side. No grief theatre, no authority theatre — just clarity.
Every legal term carries a plain-language label first. Letters of Executorship, Section 29 notices — demystified.
The system calculates, warns, and points to what's next. The practitioner always makes the decision.
The whole wind-up, in one workspace.
EstateWise models the full administration as a sequence of milestones — each with its own tasks, documents, forms and deadlines. Small estates on the Letter of Authority path skip the steps that don’t apply.
LOE only
LOE only
LOE only
Stage-grouped requirements that spawn as the estate progresses; view, download, upload.
J294, J190, J192 & J243 generated, signed, submitted and tracked to outcome.
A document checklist and step-by-step guidance for opening the estate account — right instrument, right documents, right order.
Section 29 notices in the Gazette and press, with publication dates and deadlines recorded.
A running estate inventory that feeds the account and the calculators.
Beneficiary allocations, distribution statement, and income & expenditure account.
Estate duty, executor fee and CGT flags — wired and persisted, not spreadsheets.
Final distributions, tax clearance, and a data-driven closure checklist per path.
Two appointment paths, handled in full.
South African law provides two routes: full administration under Letters of Executorship, and simplified administration under a Letter of Authority for small estates. Confirm the path once and the whole workspace adapts. Small estates are first-class, not a stripped-down afterthought.
Oversight across the whole practice.
The owner’s view of the firm — readiness across the client book, will review held by the partner, and a record of who has access.
Every decision documented. Every step sequenced.
Fiduciary work carries personal exposure. EstateWise reduces it — not with promises, but with a record and a process that hold up to scrutiny.
Institutional knowledge, retained. The sequence lives in the platform, not in one administrator’s head — so expertise doesn’t walk out the door when staff change.
When a client has a Life File, the estate opens ready.
The Life File is EstateWise’s differentiator — not a separate product. Clients build one for free while they’re alive. When a client dies and you report it, their Life File pre-populates the estate case. It doesn’t replace the administration — it removes the cold start.
reported
Insurance and bank details are on record for the practitioner to add to the estate inventory. A free benefit for clients · a faster, cleaner intake for the firm · the same platform either way.
Built on South African law and the Master’s process.
The product respects the regulatory reality at every turn — it earns trust by demonstrating mastery of the process, not by performing authority.
EstateWise never implies you can act before formal appointment. Forms can't be generated until the appointment path and Letter are recorded.
LOA and LOE are handled with equal care — form sets, tasks, notices and closure items branch correctly for simplified and full administration.
The will module produces an execution-ready document. The legal act happens offline — EstateWise never implies a digital signature is valid.
Consent recorded at sign-up, access controlled per client, a full audit trail on every action, and account deletion built in from day one.