Once you have generated AI recommendations or found forms through browsing, you can add them to your matter for tracking purposes.
š¤ From AI Recommendations
On the Form Library tab, review the forms under "Suggested for this estate."
Click on individual forms to select them, or use Select All.
Click Add Selected (the button shows the count, e.g., "Add Selected (5)").
The forms are added to your Matter Forms list with a status of Not Started.
š From the Form Library
On the Form Library tab, scroll past the AI recommendations to see Other potentially relevant forms for your jurisdiction.
Click Add next to any form you want to track.
The button changes to Added once the form has been added to your Matter Forms.
āš” Note: If county-specific forms are available but no county has been set on the matter, a notice will prompt you to set the county. Click Edit at the top of the matter, choose the County, and click Save to access those forms.
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āØ AI form filling: In states with AI form filling, EstateMin AI can fill the forms you add using the information on your matter. See How to Fill Court Forms with AI in EstateMin.
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š¬ Need Help?
Use the chat bubble in the lower-right corner of EstateMin or email [email protected] for support.