TrustFlow
Estate Administration. Done Right.
Australian law firms and trustee companies run deceased estates on spreadsheets, email trails, and Word checklists. TrustFlow replaces all of it — duty-driven workflows from grant of probate to final distribution.
The Monopoly Architecture
One engine. Eight brands. Full market coverage.
64 distribution channels across all 8 brands via the RatCity Taskforce
Why firms lose sleep over estates
The four pain points we hear from every practice manager in Australia.
No single source of truth
Assets in Excel, tasks in email, documents in SharePoint. Nothing connected.
Duty documentation gaps
Evidencing "real and genuine consideration" of beneficiaries is impossible without structured records.
Missed critical deadlines
Probate filing dates, investment review windows, distribution notices — tracked manually and forgotten.
Beneficiary disputes
One-off emails with no audit trail. Disputes become expensive when communications are unstructured.
What TrustFlow does
Software only. Squarely on the right side of the AFSL line.
Estate Workspace
One structured file per estate: parties, assets, deadlines, documents, decisions. From grant of probate to final distribution.
See demo →Duty-Driven Workflows
Checklists mapped to the Trustee Act, Succession Act, and common law duties. Prompts, approvals, and evidence at every step.
View compliance →Immutable Audit Trail
Every decision, investment review, and beneficiary communication logged with timestamps and approvers. Exportable for court.
Learn more →Brand Ecosystem
8 specialised products from one engine — covering every estate and trust segment in Australia. One platform, full market coverage.
See the ecosystem →Australian Data Centres
All data stored locally
Trustee Act 1958 (Vic)
Duty-compliant workflows
End-to-End Encrypted
Bank-grade security
Built on the right side of the regulatory line
TrustFlow is software for licensed professionals. We do not act as trustee, give financial product advice, or hold client assets.
Become a design-partner firm
Working with 2–3 Australian estates practices and trustee companies to co-design the platform. Free access, roadmap input, workflows built around how your team operates.
Book a discovery call →