Tailored Operations
R4 990 / month
Separate once-off setup
R25 000 – R60 000
Excluding VAT
- 2 support hours / month
- 15 staff · 1 sites
Indicative scope, not enforced limits. Portal-user volumes are agreed separately.
← Products
Professional services
Estate Buddy Pro
Keep estate casework, evidence and deadlines together.
Concept · scoped build required
Proposed commercial packages, subject to discovery and a written scope. Monthly fees and once-off implementation are separate. All amounts are in South African rand, excluding VAT.
The problem
Scattered documents and party records make sensitive casework difficult to oversee.
Who it is for
Fiduciary practitioners and attorneys managing deceased estates.
What it is designed to help with
- Organise case portfolios and deadlines
- Track parties, assets and claims
- Manage document versions and audit history
- Prepare cashbook and draft liquidation/distribution records
- Plan restricted family updates
How it would work
- 01
Open an estate case and timeline.
- 02
Record authorised parties and documents.
- 03
Review assets, claims and cashbook entries.
- 04
Prepare a restricted family update.
Adaptable to your industry
- Fiduciary practices
- Legal practices
Optional integrations
Subject to scoping, access, provider approval and separate usage costs. None are connected by this preview.
- Private document storage
- Accounting exports
Readiness & boundaries
Concept only: privacy, migration and legal-rule review remain outstanding. Not legal advice or verified statutory compliance; no live family portal.
This is a product concept, not a production-ready application. The workflow is illustrative. We agree requirements, validate a pilot and quote implementation before any go-live.
Before we scope it
Can I use this application today?
This is a product concept, not a production-ready application. The workflow is illustrative. We agree requirements, validate a pilot and quote implementation before any go-live.
Can it work with our existing systems?
Potential integrations are shown below. Access, licensing, data quality and security must be checked first; integrations and specialist migration are quoted separately.
What happens after I enquire?
We review your process, clarify requirements and propose a scoped quote. Submitting an enquiry does not create an order or commit you to a subscription.