Frequently Asked Questions

Flow Estate is estate administration software for New Zealand law firms. The firm runs each estate in it, from intake through probate, notices and accounts to distribution, and invites the executors and beneficiaries so they can see what their role allows.

Law firms, and the executors and beneficiaries their lawyers invite. Executors and beneficiaries don't sign up on their own: the estate's lawyer adds them.

It keeps each estate in one record: the executor intake form, the asset register and NZ asset discovery checklist, an estate plan of dated tasks, statutory deadlines, High Court forms PR1AA, PR1 and PR7 and the probate pack, creditor notices, bank notifications with the death certificate, the ledger, balance sheet and distributions. Firm-wide views, reports and an audit log cover all your estates.

No. Flow Estate is software. Deadlines, checks and templates are a guide for the lawyer handling the estate, who remains responsible for it.

Data is encrypted in transit and at rest by our hosting providers. Estate documents are kept in private storage and opened through short-lived links. Each person sees only the estates they are part of, and only what their role on each estate allows. Passwords are stored only as salted hashes. Our database and document storage are hosted in Singapore and our application servers in the United States; our Privacy Policy lists every service provider we use.

The law firm handling the estate invites you by email. You set your password, then fill in the intake form your lawyer sends and upload the documents they ask for.

Not at the moment. Flow Estate is used through law firms: the lawyer creates the estate and invites you.

Ask the estate's lawyer. Flow Estate helps you and your lawyer work from the same information, but it doesn't give legal advice.

Flow Estate runs in a web browser on a computer, tablet or phone. There is nothing to install.

Book a demo. We'll show you Flow Estate, set up your firm and its owner, and walk your team through it.

Yes. Your firm invites executors, beneficiaries and legal staff to each estate. Each person has a role on that estate and sees only what the role allows. One person can hold different roles on different estates.

Not directly yet. A read-only Cases API and a Zapier connection are available on request.