Estate administration software for New Zealand law firms
Flow Estate keeps each estate in one record, from the executor's first details to probate, notices and distribution, with the executors and beneficiaries kept in the loop.
See it
Every estate on one page
What it does
Built around how NZ estates are administered
Enter the estate's details once and use them in the court forms, notices and letters.
- Estate record and executor intake
- Set up the estate, then send the executor an intake form for assets, debts and IRD details. You review each item before it goes into the estate.
- Asset register and discovery checklist
- Property, accounts, KiwiSaver, shares, vehicles and firearms in one register, a checklist of online accounts, and a checklist of where NZ assets turn up, with register links and draft letters.
- Estate plan and statutory deadlines
- A task list built from the estate’s facts and dated from its key dates, and the time limits that apply, each with the Act and section it comes from.
- High Court forms and probate pack
- Fill in PR1, PR1AA and PR7 from the estate record, run pre-filing checks, and build one PDF with the forms and numbered exhibits.
- Creditor notices
- Prepare the notice to creditors, send it to Stuff and NZME, download the Gazette pack, and keep the proofs of publication.
- Institution notifications
- Email banks a formal notice of the death with the death certificate attached, and keep a record of who was told and when.
- Ledger, balance sheet and distributions
- Record income and expenses, produce a balance sheet, and work out each beneficiary’s share from one distributable figure.
- Executors and beneficiaries in the loop
- Invite people by email and give each the right role on each estate. They are told when something changes that matters to them.
Know what's due, and why
Each estate gets a plan of tasks based on its facts: a will or no will, property, KiwiSaver, a trust, a surviving partner. Tasks are dated from the date of death or the grant, and move when those dates change. Statutory deadlines, such as the creditor notice and Family Protection Act periods, show the Act and section they come from.
Check the probate application before it's filed
Flow Estate checks the forms and documents against the estate record, marks what needs a lawyer's eye, and builds one PDF with PR1AA, PR1, PR7 and the exhibits in filing order. It is a preparation aid: the filing lawyer checks and files it.
Find what the deceased owned and owed
A checklist of where New Zealanders' assets and debts turn up: IRD, KiwiSaver, banks, insurers, ACC, MSD, land titles, the PPSR, the Companies Office, unclaimed money and more. Each has a draft letter or a link to the public search, and a record of what you found.
One estate, everyone on the same page
The law firm runs the estate. Executors and beneficiaries see what their role on that estate allows.
For lawyers
Run your firm’s estates from intake to distribution, with firm-wide views, reports and an audit log.
Read moreFor executors
Give your lawyer the estate’s details through one form, upload documents and keep up with your tasks.
Read moreFor beneficiaries
See the documents your lawyer shares with you and hear when the estate reaches each stage.
Read moreFewer “where are we up to?” calls
Everyone on an estate is told, in the app and by email, about what matters to their role: a submitted intake, tasks due, a stage change, a published creditor notice, a document shared with them.
NotifyFlow prepares a formal notice of the death and emails it to the organisations you choose, with a record of what was sent.
