After linking a matter to EstateMin, you can update its probate details at any time. This includes the probate type, state, county, and case ID.
✏️ How to Edit Matter Details
Open the matter from your firm dashboard.
Click the Edit button on the Estate Overview tab, near the matter header.
On the Edit page, update any of the following fields:
Type — Probate, Intestate, Trust Administration, or Estate Planning.
State — The US state for this matter.
County (Optional) — The county for this matter.
Case ID (Optional) — The court case identifier.
Firm notification settings
Click Save to apply your changes.
💡 Note: Closing a matter can only be done from within Clio. The matter status in EstateMin reflects what is set in Clio Manage.
💬 Need Help?
Use the chat bubble in the lower-right corner of EstateMin or email [email protected] for support.