After you have added all the information you have for a particular step, you can mark it as complete. This helps your attorney know that you have finished that section.
✅ How to Mark a Step Complete
Navigate to the step you have finished, such as Assets.
Review the items you have added.
Click the Complete Step (or Next on the Get Started step) button at the bottom.
A confirmation window asks "Are you sure you want to mark this section as complete?"
Click Yes, complete to mark the step as complete, or Cancel to go back.
The Surety Bond step works differently. There is no button to click. It is marked complete automatically once your bond is purchased.
📌 After Completing a Step
You return to the portal dashboard.
The step button on the dashboard shows a green checkmark, and your completion counter updates.
Inside the step, the button at the bottom now reads Completed.
You can still add more items to a completed step.
Completing a step does not lock you out.
Your attorney can share documents with you after you have completed a step. When they do, the document row in Estate Files shows Needs review.
Your attorney can also add a questionnaire or a bond request to your portal after you have completed other steps. If they do, a Questionnaire or Surety Bond step appears and you will receive an email letting you know.
If you started your portal from a firm's intake link, completing steps does not send them to the firm. Press Submit at the bottom of your portal home page when you are ready. See How to Start and Submit Your Intake Portal.
💡 If You Have Nothing to Add
If you have nothing to add for a particular step, you can open the step and click Complete Step right away.
There are some exceptions. Open these steps and look at them properly.
Estate Files. Your attorney can share documents with you in this step. If a row is marked Needs review, open and view the file before completing. If your attorney has asked you for a document you have already sent them another way, such as by post or email, check with your attorney whether they would also like you to upload it. See How to View Files Your Attorney Has Shared With You.
Questionnaire. This step contains questions your attorney needs you to answer, so there is nothing to skip. Work through it and click Submit answers. See How to Complete Your Questionnaire in the Client Portal.
Surety Bond. This step contains a bond application your attorney has asked you to complete. See How to Purchase Your Surety Bond in the Client Portal.
💬 Need Help?
Use the chat bubble in the lower-right corner of EstateMin or email [email protected] for support.