Eliminate Casual Transactions

Streamline Deed Generation - Formalise Gifts & Loans With PrezyMate.

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Time

Save 2 hours per deed and reclaim 10 hours every month by managing just 5 deeds! That’s an annual time-saving worth $16,300!

Formalise

Avoid costly disputes—formalise gifts and loans. Casual transactions can cost clients up to $67,000 in professional fees.

Efficiency

Create unlimited deeds with your clients. PrezyMate streamlines the process, generating savings of ($350) per deed.

336+

Hours Saved

100%

Dispute Reduction Rate

$58,650+

Reduced Fees (Clients)

168+

Deeds Generated

What's Available?

Streamlined Dashboard

Easily manage all gifts and loans.

  • Rapidly generate deeds.
  • Invite clients for e-signing.
  • Centralised record tracking.
Generate Deeds

Rapidly create deeds to formalise transactions on the spot.

  • live email updates with regenerated deeds.
  • Auto-send signed deeds to all parties on e-sign.
  • Email updates on agreement alteratoins.
Tackle Casual Transactions

Prevent disputes by formalising casual gifting and loaning.

  • Stand out from competition.
  • Extend your service offerings.
  • Make a real difference.

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Effortlessly Manage Gifts & Loans.


Save time, reduce disputes, and ensure transparency for your clients. PrezyMate empowers families and professionals to formalise gifts and loans with ease.

  • ✔ Save 2 hours per deed.
  • ✔ Prevent disputes costing $67,000+

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How Professionals Use PrezyMate?

Financial Planners

  • Facilitate formalisation of loans and gifts.
  • Help clients build clear estate planning goals.
  • Use PrezyMate to aid in wealth transfer plans.
  • Steer clients away from casual gifting & loaning.
  • Simplify wealth discussions with clear gift and loan records.

Legal Professionals

  • Formalise gift and loan agreements.
  • Build client trust with a collabrative approach.
  • Spot issues early and escalate to protect clients.
  • Create legally binding deeds easily.
  • Ensure transparent financial agreements.
  • Avoid future disputes with structured agreements.

Why use PrezyMate?


PrezyMate is a platform designed to help families and professionals formalise gifts and loans. By centralising the process, you can save time, reduce disputes, and ensure transparency for all parties involved.

  • Generate deeds in minutes.
  • Full witness enabled e-signing.

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Pricing Plans

Free Tier

  • Record Gifts & Loans.
  • Record One Family / Group.
  • Deed Attached Group Emails.
  • Generate Deed of Gift.
  • Generate Deed of Debt.

Professional Tier

  • Unlimited - Gifts & Loans.
  • Unlimited - Families/Groups.
  • Unlimited - Deed generation.
  • Priority Customer Support.
  • Feature Request Development.

The Story of PrezyMate

Blake Carter

Hi, I’m Blake, the founder of PrezyMate. My extended family went through a costly estate battle exceeding $50,000—all because gifts and loans weren’t formalised. The real tragedy wasn't the money lost, but the relationships damaged by resentment and misunderstandings that could have been avoided with formalised records.

Over the years, I heard so many similar stories from others. Money often becomes a source of tension, and vague arrangements can leave relationships strained. That’s where PrezyMate came to life. I realised that what people needed wasn’t just better conversations but an accessible platform to create legally binding deeds of gift and debt. By formalising gifts and loans, PrezyMate helps bring clarity, reduce conflict, and ensure everyone is on the same page.

PrezyMate is designed to empower financial advisors and legal professionals to build clear goals and strategies with their clients, then guide them on the journey to formalised transactions. It transforms casual, awkward discussions into structured agreements, helping professionals create trust and peace of mind for their clients every step of the way.

My vision? To help 100,000 people manage their gifts and loans with confidence and transparency. PrezyMate allows families to track financial interactions in real-time, formalise agreements, and avoid misunderstandings before they even happen. It’s like having a trusted family treasurer—but without the drama!

Let’s create stronger families and better financial outcomes—one deed at a time.

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