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Deceased Estates Software

Automate the winding up of deceased estates with South Africa’s most trusted estates administration legal software. Seamlessly manage the entire estate lifecycle, from initial take-on, through the entire process flow, to final L&D accounts.

Proven Since 1997

Trusted by thousands of users, from smaller firms to major banks and institutions, since 1997

Easily Wind Up Deceased Estates

LegalEase helps practitioners wind up estates quicker and more accurately, with an automated workflow to assist you from take-on to finalisation

Reduce Your Workload

Capture estate information once, then generate prescribed forms, letters, accounts, PDFs, emails and calculations directly from the program

Modernise Your Practice with LegalEase

Tired of manually filling in forms and doing calculations in Excel? LegalEase is built to handle the heavy lifting, allowing you to focus on your clients while our system manages the administrative complexity of winding up your estate, from from initial take-on through to finalisation.

LegalEase helps estate practitioners administer deceased estates automatically, and wind them up quicker and more accurately, as easy as a click of a button. Generate prescribed forms, letters, accounts, PDFs, emails and calculations directly from the estate database.

Automated Form Generation: Prepare 100+ official Master’s Office, SARS, and other official forms (including Death Notices and Inventories) with minimal manual input.

Smart Letter Templates: Access 70+ customisable letters that auto-populate using captured estate data, eliminating the need to re-type information.

Easy Submissions: Make electronic Government Gazette form submissions from within the program.

Instant Estate Duty: Built-in calculations handle local and foreign assets, 4(Q) deductions, and spouse rollovers with total precision.

Automatic L&D Accounts: Generate final Liquidation & Distribution accounts in PDF that are print-ready for the Master’s Office.

Manage Estate Data: Capture executors, deceased details, heirs, assets, liabilities, claims, policies and cashbook entries once.

Manage Income and Expenditure: Automatically import and allocate bank statements directly to the estate cashbook. Reconcile estate cash movements and generate Income and Expenditure accounts.

Automatic Progress Tracking: Use built-in diary entries and milestones to ensure no deadline is missed.

Software Features

Build for our users to be on the cutting edge of estate administration

L&D Account Generation

Automatically generate Liquidation & Distribution accounts.

Estate Management

Manage the entire estate lifecycle from one system. Manage immovable and movable assets, claims in favour, insurance policies, liabilities, costs, and much more.

Automatic Letter and Forms Generation

Generate 100+ official forms and 70+ custom letters quickly and easily with minimal manual input.

Masters Office

Complete the Master's Office workflow from estate take-on to finalisation.

Estate Duty Calculations and SARS Forms Generation

Automatically calculate estate duty, Capital Gains Tax, etc, with confidence and precision.

Cash Reconciliation

Track, reconcile, and allocate estate cash movements with clarity, and generate Cash Reconciliation and Income and Expenditure accounts.

Conveyancing, Motor Vehicle, Asset Transfer Forms Generation

Generate conveyancing, motor vehicle, and asset transfer forms quickly and easily.

After-Sale Support

Ongoing support to keep your operations running smoothly.

Our Value Proposition To You

LegalEase helps estate practitioners grow their business without growing their admin burden, by making it easier to take on, manage and finalise more estates with the team they already have.

By reducing manual work, delays, and errors, LegalEase gives firms the capacity to handle more estates, wind up them up more efficiently, and deliver a better service to their valued clients.

Deceased Estates Software Versions

Our flagship software product, ideal for small to medium sized practices and estate administration teams up to a few dozen users, this version enables access to the core LegalEase value offering: structured estate information capture, estate management, document generation, workflow automation, prescribed forms, L&D account support, automatic calculations, cashbook functionality, document management, etc.

Since 1997, LegalEase has been the reliable standard for thousands of practitioners, attorneys, and accountants.

For larger firms with dedicated estate departments, LegalEase Enterprise provides a centralised SQL Server-based version of the program that can be integrated into your firm’s internal infrastructure and workflows, and features stronger control over users, data management, reporting and workflow.

Built for multi-user environments, Enterprise supports Active Directory access, centralised estate data, server-side audit logging, shared templates, progress tracking, communications, custom reporting and advanced estate administration modules.

Our Service and Support

We provide more than just legal software; we provide a partnership. Our dedicated customer service team offers direct access to technical and estate expertise, ensuring your operations always run smoothly.

  • Direct Support: No call centers—speak directly to our team of estate experts and technical specialists.
  • Continuous Improvement: We regularly update our program based on user feedback and changing legal requirements.

Do You Have Any Questions?

Our Sales team can assist with any queries you may have. Please feel free to reach out to us.

Add-ons and Customisation

While our standard legal software configurations are deployment-ready, LegalEase is built to adapt to your practice’s specific needs and workflows.

  • Advanced Add-on Modules: Enhance your operations with specialised tools for pro rata legacy abatement calculations, split advances, automated cash reconciliation tracking, progress tracking, and much more.

  • Client Communication Modules: Deploy integrated SMS and email notification modules to automatically update heirs and creditors on critical file milestones.

  • On-Request Customisation: Tailor legal software interfaces, internal infrastructure integrations, automated workflows, and internal reporting formats to match your firm’s exact operational requirements.

Introducing Our
Insolvent Estates Software

Streamline complex insolvent estates administration, and boost your operations with our Insolvent Estates software.

Engineered for liquidators and legal practitioners, our Insolvent Estates suite eliminates repetitive administrative tasks. From the automatic generation of prescribed statutory forms to real-time creditor and debtor management, our software ensures your files remain accurate, audit-ready, and compliant with Master’s Office requirements.

  • Handle more insolvent estates with less admin: LegalEase automates repetitive file work, document generation, cashbook allocation and L&D account preparation so your team can manage more insolvent estates.
  • Automate the process: capture creditors, claims, assets, cashbooks, progress, diary items and documents in one system, with clear oversight from take-on to finalisation.
  • Move from cashbook to L&D account faster: allocate entries once, reconcile accounts, generate reports and produce professional L&D accounts with fewer manual steps.
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Trusted by

A Legacy of Trust in Deceased Estate Administration

Since 1997, LegalEase has been the reliable standard for South African estate officers, attorneys, and accountants.

Our software is trusted by thousands of professionals, including some of the largest banks and trust companies in the country.

Geoff HobbsLegalEase User
"I have no hesitation whatever in recommending this program and its service provider to any person, legal or accounting practice who may have, as part of their range of expertise the provision of estate and related advice"
Cornel EspreyLegalEase User
"I wish to thank you and your partner and staff for the excellent service which I received from you and the estates program over the years. It has been marvellous."

Ready to Modernise Your Business?

Join thousands of legal and accounting professionals who have trusted LegalEase since 1997 to automate their estate administration workflows.