For professionals
One shared record for every estate, from planning to final distribution.
Alan Estate connects the person planning ahead, the family who will administer the estate, and the professionals who advise them. Everyone works from the same record of what exists, where it is and what happens next. We're building it now with a small group of founding partners in Victoria.
Illustration of an accountant's client list showing each client's death benefit nomination and its status, with one nomination lapsing in 64 days and a reminder drafted for review.
The problem
Today an estate is spread across paperwork, inboxes and one person's memory.
The nomination nobody checked
A binding death benefit nomination lapses, or names someone who no longer qualifies. The family and the accountant find out after the death, when it can no longer be fixed.
The executor starting from nothing
They ring each institution separately, post the same certified copies again and again, and miss deadlines nobody told them about.
The adviser who hears last
The accountant, lawyer or planner learns of the death weeks later, and spends the first meeting rebuilding information the client already had.
How it works
Three stages, one record.
01 · Before
A current record, kept current
The person, or their adviser on their behalf, records where everything is: accounts, super, the will, the trust deed, insurance and who to call. Death benefit nominations are tracked with their renewal dates, and reminders go out well before anything lapses. Up to three trusted people receive a handover when the time comes.
Illustration of an estate record listing the will, super fund, trust deed, a death benefit nomination due for renewal, the accountant and two people the record will be handed to.
02 · After
A plan the executor can follow
When a death is registered, the record becomes a step-by-step plan for the executor, built for their state and the estate's structure. Letters to banks, funds and agencies are drafted from what's already on file. Deadlines, including the ATO's SMSF timeframes, are flagged early.
Illustration of an executor's plan with 14 of 38 steps done, grouped into the first two weeks, the first month and the SMSF steps, including a drafted letter to the bank and an ATO notice due 18 November.
03 · Together
Everyone sees what they need
With the family's consent, their professionals see where the estate is up to and what's waiting on them. When a matter needs a lawyer or SMSF specialist, the plan says so and refers the family on, to you if they came from you.
Illustration of one estate shared between the executor, the accountant, the funeral director and the lawyer, each showing what is done and what is waiting on them.
For your practice
Funeral homes and aged care
Aftercare you can hand over
- A card to hand over. Families get a plain card with a link. They open it when they are ready, usually after the funeral, when the administration starts to pile up.
- The free plan, from day one. Every family you serve can use the plan on this site today. No sign-up, no cost, nothing for your staff to manage.
- The full platform, as it opens. A personalised plan, drafted letters and answers for the whole estate, with your name on the referral and simple commercial terms disclosed to the family.
- Nothing for you to run. No login you have to check, no reporting you have to do. A monthly note on how many families used it and what they said.
SMSF accountants and administrators
Every client's nomination, tracked
- Every client's death benefit nomination in one view. Signed date, whether the deed makes it lapsing or non-lapsing, expiry where it applies, who is nominated, and whether it has been reviewed since circumstances changed.
- Alerts with the client email already drafted. Six months, three months, one month. You review and you send. It's the same conversation you would have anyway, and it doesn't get missed.
- An audit trail. If a family ever asks "did anyone know?", the answer is a dated log.
- A clean handover when a member dies. The executor arrives with the fund's trust deed, trustee structure and contacts already known, and follows a step-by-step SMSF path that keeps them within the ATO's timeframes, escalating to you or a specialist where it should.
Advisers and estate lawyers
Your advice, carried through
- A record clients complete. Twenty minutes, prompted, with a yearly check-in, so the estate plan you designed can be found when it matters.
- Better-prepared executors. Families come to you with the map already drawn and the routine notifications done, so your time goes to the work that needs you.
- Clear referral. When a matter needs a lawyer, whether a contested will, a disputed death benefit or a complex wind-up, the plan says so and refers on. We would like that referral to go to people we trust.
Founding partners · Victoria
Help shape it, and be first to offer it to your clients.
We're working with a small group of SMSF practices, funeral homes and aged care providers in Victoria. Partners use the platform with real clients before anyone else, and their feedback decides what we build next.
Who
Around ten SMSF practices and three to five funeral homes or aged care providers. Independent, owner-led, and already referring families to someone.
What you get
Free access throughout the pilot, onboarding with you in person or by video, and a direct say in what we build. Your name on the referral when families come from you.
What we ask
Use it with real clients and tell us what works and what doesn't. If it helps, let us name you as a founding partner.
Terms
No contract up front, no exclusivity and no obligation to continue. We agree commercial terms after the pilot, once you've seen it working.
Questions
Is this legal advice?
No. It's general information and administrative help, sourced to official guidance, with clear referral to a professional when a matter needs one. Specialist SMSF and estate practitioners will review the knowledge base before families use it, and partners will know who they are.
Where is the data?
Australian-hosted, encrypted in transit and at rest, and deleted when a family asks. We don't store passwords. Partners see activation and progress, and only see the contents of a family's estate with their consent.
Does it compete with me?
No. It handles the routine administration that does not need a professional, and refers the rest to you if the family came from you.
What does it cost a firm?
Nothing during the pilot. Afterwards it will be priced as a professional tool, and we'll ask our founding partners what it's worth to their practice before we set the price.
Request a conversation
Tell us about your practice and what you see with clients. We'll reply personally within two working days.