LawFlow · Estate Administration for SA Law Firms

Modern Estate Administration Software for South African Law Firms

LawFlow replaces outdated Excel templates and legacy desktop systems with an intelligent cloud platform for drafting compliant Liquidation & Distribution accounts — faster, with fewer errors, and complete audit confidence.

Master's-Office Ready POPIA Compliant Multi-Firm Tenancy Audit Trail
app.lawflow.co.za / estates / 2026-00412
Estate · Draft L&D
Late Estate · Botha, J.M. · 2026/00412Balances
R 6,420,500
Gross estate
R 412,750
Liabilities
R 5,798,225
Net to heirs
Statutory calculationsAuto
Executor's fee (3.5%)R 224,717
VAT on executor's fee (15%)R 33,707
Master's Office feeR 7,000
L&D Ready POPIA Locked Balanced

Enterprise legal-tech · purpose-built for SA estate practice

Row-Level Security
Audit Trail
Multi-Firm Tenancy
POPIA Compliant
Role-Based Access
Daily Backups
Master's-Office Ready
Cloud Hosted
The reality at most SA estate practices

Estate administration shouldn't run on Excel and hope.

Most South African law firms still draft Liquidation & Distribution accounts in legacy Excel templates and desktop systems. LawFlow replaces that with an intelligent, audit-ready cloud platform.

Excel templates & legacy systems

Slow, error-prone, hard to audit

  • Drafting L&D accounts in 20-year-old Excel templates
  • Manual recalculation of executor's fees, VAT and Master's fees
  • Master's Office rejections from formatting and balancing errors
  • Estate files scattered across email, OneDrive and filing cabinets
  • Junior staff blocked until a partner reviews every line
  • No audit history when a beneficiary or auditor questions a figure
  • Onboarding a new estate administrator takes weeks
With LawFlow

Compliant, automated, audit-ready

  • Guided wizard walks every estate through the same compliant path
  • Executor's fee, VAT and Master's Office fees calculated automatically
  • Master's-Office-ready PDFs with the formatting estates officers expect
  • Centralised estate file: assets, liabilities, heirs, bequests, documents
  • Junior staff can draft confidently with validation panels at every step
  • Immutable audit trail on every figure, document and approval
  • New staff productive in days, not months
Capabilities

Everything an estate file needs, without the spreadsheets.

Nine purpose-built capabilities — from first asset capture to a signed L&D account at the Master's Office.

Estate Administration

Centralised estate records — assets, liabilities, heirs and bequests in one structured workflow.

Automated Calculations

Executor's fees, VAT, Master's Office fees and real-time balancing — no spreadsheet formulas to maintain.

Master's-Office-Ready L&D Accounts

Professionally formatted, compliant PDF Liquidation & Distribution accounts with full version history.

Guided Estate Wizard

Step-by-step completion with validation panels, progress tracking and error prevention at every stage.

Multi-Tenant Law Firm Management

Separate firms, branding and document output. Secure tenant isolation enforced at the database layer.

Team & Permissions

Principal, administrator, junior and client-view roles with granular, screen-by-screen RBAC.

Email Delivery

Send draft L&D accounts and updates straight from LawFlow with branded client communications.

Mobile-Friendly Experience

Responsive design, sticky estate summaries and fast action buttons — review files on any device.

Compliance & Security

Daily backups, audit-grade security, row-level security and secure SA-friendly cloud infrastructure.

The estate workflow

From opening file to signed L&D account.

One continuous, compliant workflow. Every figure traceable, every step auditable.

Step 01
Open Estate
Deceased, executor, Master's reference
Step 02
Capture Assets & Liabilities
Property, accounts, vehicles, debts
Step 03
Identify Heirs & Bequests
Will-based or intestate succession
Step 04
Auto-Calculate Fees
Executor · VAT · Master's Office
Step 05
Generate L&D Account
Master's-Office-ready PDF
Step 06
Submit & Email
Master's, heirs, auditors
From estate data to Master's-Office account

Compliant L&D accounts, auto-balanced.

LawFlow turns the assets, liabilities, heirs and bequests you capture into a Master's-Office-ready Liquidation & Distribution account — formatted, balanced, version-tracked.

Estate wizard

Late Botha, J.M. · 2026/00412

1Deceased detailsComplete
2Assets capturedComplete
3Liabilities capturedComplete
4Heirs & bequestsComplete
5Statutory calculationsAuto
6Generate L&D accountReady
Account balances · ready to submit
Liquidation & Distribution Account
Estate Late J.M. Botha
Master's reference 2026/00412 · First & Final
Generated
v3 · 2026-05-22
Assets
  • Immovable property — Erf 1234, SandtonR 4 250 000
  • ABSA cheque account ****8821R 612 500
  • Allan Gray unit trust portfolioR 1 248 000
  • Motor vehicle — Toyota Fortuner 2022R 310 000
  • Gross estateR 6 420 500
Liabilities
  • Outstanding bond — Erf 1234R 312 000
  • Funeral expenses (Avbob)R 42 500
  • Outstanding income taxR 58 250
  • Total liabilitiesR 412 750
Net estateR 6 007 750
Executor's fee (3.5%)R 210 271
VAT on executor's fee (15%)R 31 541
Master's Office feeR 7 000
Available to heirsR 5 758 938
Interactive demo

Try it. Draft, balance, generate.

Switch between Principal, Estate Administrator, Junior Staff and Client View. Capture assets, allocate heirs, then generate a compliant L&D account — all live.

app.lawflow.co.za / estates / 2026-00412 / overview
View as:

Late J.M. Botha

Master's ref 2026/00412 · Testate (will dated 2019-08-04)

Heirs total 100% · balanced
R 6 420 500
Gross estate
R 412 750
Total liabilities
R 6 007 750
Net estate
R 5 758 938
Available to heirs
Statutory calculations · auto
Executor's fee (3.5% of net estate)
R 210 271
VAT on executor's fee (15%)
R 31 541
Master's Office fee
R 7 000
Net distributable to heirs
R 5 758 938
Audit-ready: every change you make in the tabs above is recorded in the audit trail with actor, action and timestamp.

Demo data only — nothing is persisted. Use the Reset button to start over.

Who LawFlow is for

Built for the people who administer SA estates.

South African Law Firms

From boutique estate practices to multi-branch firms drafting hundreds of L&D accounts a year.

Estate Administrators

Full-time fiduciary staff managing complex estate workflows end-to-end.

Fiduciary Practitioners

Independent trust and estate specialists who need professional output without the IT overhead.

Firms on Excel or Legacy Desktop

Practices ready to retire 20-year-old templates and move to a modern, compliant cloud platform.

Pain points we replace

What estate practices live with today

  • Hours wasted preparing every L&D account by hand
  • Manual calculation errors caught only by the Master's Office
  • Master's Office rejections that delay every estate
  • Poor collaboration across partners, admins and juniors
  • No audit history when figures are questioned
  • Difficult, slow onboarding of junior estate staff
The LawFlow promise

Allow junior staff to produce senior-quality estate accounts with confidence.

Guided wizards, validation panels and automatic statutory calculations mean that the knowledge of your most experienced practitioners is built into every estate file — and every L&D account that leaves the firm.

Why firms choose LawFlow

The outcomes principals care about.

LawFlow isn't a feature list — it's a way to run a faster, more compliant, more scalable estate practice.

Reduce estate processing time

Cut hours of manual drafting per estate. Capture once, calculate everywhere.

Minimize compliance mistakes

Statutory calculations and validation panels prevent the errors that cause rejections.

Improve audit readiness

Immutable audit trail on every figure, document, signature and approval.

Standardize estate workflows

Every estate follows the same compliant, repeatable path — regardless of who drafts it.

Eliminate spreadsheet dependency

Retire fragile Excel templates and broken VLOOKUPs for good.

Scale your practice efficiently

Add staff, branches and matters without adding spreadsheet maintenance overhead.

Industries

Purpose-built for South African estate practice.

SA Law Firms

Estate departments at boutique, mid-tier and multi-branch firms.

Fiduciary Specialists

Independent trust, estate and curatorship practitioners.

Conveyancing Practices

Conveyancers handling deceased-estate property transfers alongside L&D drafting.

Trust Officers

Bank and corporate trust departments administering large books of estates.

Boutique Estate Practices

Specialist estate boutiques needing enterprise-grade tooling at boutique scale.

Trust & compliance

Estate data you can defend in any audit.

LawFlow is built on a production-grade SaaS architecture with the controls partners, auditors and the Master's Office expect.

Row-Level Security

Database-enforced isolation. A firm's estate data is only ever visible to that firm.

Multi-Firm Architecture

Run multiple firms or branches from one platform with separate branding and output.

Role-Based Permissions

Principal, administrator, junior, client — granular, screen-by-screen access control.

POPIA-Aligned Storage

Encrypted at rest and in transit. Designed around POPIA principles for SA practices.

Audit Trail Everywhere

Every figure, edit, approval and document action logged with actor and timestamp.

Daily Backups

Point-in-time backups and disaster recovery on production-grade cloud infrastructure.

Estate · Audit Trail
Late J.M. Botha · 2026/00412
L&D v3 locked · no further edits to figures
Drafted by
Jess T. · Junior Administrator
Reviewed by
Anton P. · Principal
Locked at
2026-05-22 14:08 SAST
Account hash
sha256: 7a9f…c421
L&D version
v3 · First & Final
Immutable audit record
Pricing

Plans that scale with your estate practice.

Transparent enterprise pricing for SA law firms. Pick the tier that matches your team and estate volume.

Solo Practitioner
Independent estate practitioners
Custom
Per-month, billed annually
  • 1 seat · 1 firm
  • Estate wizard
  • Automated calculations
  • Master's-Office-ready PDFs
  • Email support
Book a LawFlow Demo
Boutique Firm
Small estate practices
Custom
Per-month, billed annually
  • Up to 5 seats
  • Up to 250 active estates
  • RBAC & approvals
  • Branded firm output
  • Audit trail
Book a LawFlow Demo
Most Popular
Established Firm
Mid-tier law firms
Custom
Per-month, billed annually
  • Up to 25 seats
  • Unlimited estates
  • Multi-branch tenancy
  • Client portal access
  • Priority support
  • API access
Book a LawFlow Demo
Enterprise
Multi-branch & corporate trust
Custom
Per-month, billed annually
  • Unlimited seats
  • SSO + SCIM
  • Dedicated success manager
  • SLA & DPA
  • Custom integrations
Book a LawFlow Demo
FAQ

Questions about LawFlow.

Is LawFlow compliant with South African Master's Office requirements?+

Yes. LawFlow generates Liquidation & Distribution accounts in the format expected by the Master's of the High Court — including executor's fees, VAT on executor's fees, Master's Office fees, and the standard asset, liability and distribution sections. Every figure is auto-calculated and balanced before the PDF is issued.

How does LawFlow replace our existing Excel templates?+

LawFlow captures the same estate data you'd put into a template — assets, liabilities, heirs and bequests — but runs all calculations (executor's fee 3.5%, VAT 15%, Master's fee) automatically, prevents balancing errors, and produces a professionally formatted PDF L&D account. No more broken formulas, no more version-control chaos.

Can multiple firms or branches run on one LawFlow installation?+

Yes. LawFlow is a true multi-tenant platform. Each firm has its own isolated workspace, branding, document templates and user permissions — enforced at the database layer with PostgreSQL Row-Level Security.

What roles and permissions does LawFlow support?+

Principal, Estate Administrator, Junior Staff and Client View. Junior staff can draft accounts but cannot lock or send them. Beneficiaries can view their estate via a read-only client portal. All actions are recorded in an immutable audit trail.

Is our estate data secure and POPIA-compliant?+

LawFlow runs on production-grade cloud infrastructure with daily backups, encryption at rest and in transit, Row-Level Security and audit-grade logging. It's designed around POPIA principles — data minimisation, role-based access, encryption and complete audit trails.

What does pricing look like for SA law firms?+

Four tiers: Solo Practitioner, Boutique Firm, Established Firm (most popular), and Enterprise for multi-branch and corporate trust departments. Pricing is transparent and per-seat — book a demo for a quote tailored to your estate volume.

Modernize your estate administration

Replace Excel with intelligent automation.

Start managing estates smarter. Compliant L&D accounts, automated statutory calculations, and a complete audit trail — built for South African law firms.

WhatsApp Flow Studio