The Estate Overview in EstateMin displays all People, Assets, Debts, and Expenses for a matter. You can use filters to narrow down what is shown and section tabs to focus on a specific category. You can also export the overview data as a PDF or CSV.
Follow the steps below to filter, navigate, and export the Estate Overview.
🔍 How to Open the Overview Filters
Open the matter and navigate to the Estate Overview tab.
Click the filter icon
beside the Export button.
The Overview Filters panel will open on the right side of the screen.
Use the Section dropdown to choose which section to filter: People, Assets, Debts, or Expenses.
Available filters vary by section:
People:
Role
Assets:
Category
Probate status
Beneficiary
Form 706 Schedule
Quickly view assets with missing valuations
Value at death
Current value
Debts:
Category
Form 706 Schedule
Quickly view debts with missing amounts
Owed at death
Current owed
Expenses:
Category
Paid by
✅ How to Apply Filters
In the Overview Filters panel, select the Section you want to filter.
Choose values from the available filter dropdowns (e.g. set Paid by to Estate).
Click Apply Filters to apply your selections.
The panel will close and an Active filters bar will appear below the section tabs showing your applied filters.
Multiple filters can be applied at once across tables
🗑️ How to Clear Filters
To remove a single filter, click Clear beside the specific filter in the Active filters bar.
To remove all filters at once, click Clear all next to the filter icon.
To reset filters within the filter panel before applying, click Reset Section.
📋 How to Use Section Tabs
Above the estate data, you will see section tabs: All, People, Assets, Debts, and Expenses.
Click a tab to show only that section of the estate. The selected tab will be highlighted in blue.
Multiple tables can be selected at once
Click All to return to the full overview.
📤 How to Export the Estate Overview
Click the Export button in the top-right corner of the Estate Overview.
Choose an export format from the dropdown:
PDF Summary — a condensed overview of the estate data
PDF Full — a detailed report of all estate data
CSV — a spreadsheet-compatible file for further analysis
3. The file will download to your computer.
💡 Tip: If you have filters or a section tab active when you export, the export will reflect the currently filtered view.
💬 Need Help?
Use the chat bubble in the lower-right corner of EstateMin or email [email protected] for support.