EstateMin allows you to export the Estate overview in three formats: PDF Summary, PDF Full, and CSV. All export formats include the matter information header (matter number, client name, matter type, state, county, status, and case ID).
đ¤ How to Export
Open the matter and click Estate overview in the left panel.
Click the blue Export dropdown at the top of the Estate overview.
Select one of the three export formats from the dropdown.
đ Export Formats
PDF Summary
A simplified, table-based view of the Estate overview formatted for printing. Includes matter info, people, assets (with totals), debts (with totals), and administrative expenses (with totals). This is ideal for a quick overview or for sharing with clients.
PDF Full
A detailed export showing all fields for every person, asset, debt, and expense in a card format, with totals. This opens in a new browser window with a print dialog, allowing you to print or save as PDF.
CSV
A downloadable CSV file with all data organized by section (Matter Information, People, Assets by type, Debts by type, Expenses), including totals. This is ideal for importing into spreadsheets or other software.
đĄ Good to Know
On Estate Planning matters, the people section of the export includes each person's relationship to the clients, for example "Child of Casey Smith & Jordan Smith", and the clients' marital status.
Estate Planning matters have no expenses, so that section is not included.
đŹ Need Help?
Use the chat bubble in the lower-right corner of EstateMin or email [email protected] for support.