Assets represent everything of value that the decedent owned. Adding assets to a matter helps build a complete picture of the estate for probate and administration purposes.
➕ How to Add an Asset
Open the matter and navigate to the Assets section (accessible from the Estate Overview).
Click Add Asset.
Select the asset category (e.g., Real Estate, Deposit Account, Vehicle, etc.).
Fill in the category-specific fields that appear. Required fields are marked with an asterisk (*).
Click Save to add the asset.
✏️ How to Edit an Asset
Open the matter and navigate to the Assets section.
Click on the asset you want to edit.
Update any fields as needed.
Click Save to apply your changes.
✅ Approval Workflow
Assets submitted by clients through the client portal are initially unapproved. They must be reviewed and approved by the firm before they appear in the Estate Overview learn more.
💬 Need Help?
Use the chat bubble in the lower-right corner of EstateMin or email [email protected] for support.