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Adding a Form to Matter Forms Table

You can browse the catalog of forms available for your matter's jurisdiction.


šŸ” How to Browse Forms
ā€‹

  1. Open the matter and click Forms in the left panel.

  2. Click the Form Library tab.

šŸ“‹ What You'll See


The forms catalog includes:
ā€‹

  • State-level forms: specific to the matter's state (Massachusetts, Ohio).

  • County-level forms: specific to the matter's county where available (e.g., Cook County, Illinois).


Each form shows its form number, name, and a View button that links to the official government source for the form.

āž• Adding Forms to Your Matter Forms table
ā€‹

  1. Click the Add button next to any form

  2. Click the Added button or click the Matter Forms tab


āœØ In states with AI form filling, the button shows Preparing while EstateMin AI fills the form for you. See How to Fill Court Forms with AI in EstateMin.

šŸ“¢ Bulk Adding Forms Using Form Recommendations, learn more here

šŸ’¬ Need Help?


Use the chat bubble in the lower-right corner of EstateMin or email [email protected] for support.

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