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 All matters list.
Click Edit at the right of the matter details row (Type, State, County, Status), just below the matter name.
In the Matter Details form, 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.
Notification Recipients: the firm users who receive email notifications for matter updates.
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.