If you havent logged in since 1st Sept 2026. EstateMin has a redesigned interface for your firm. The layout is larger, clearer and quicker to get around. Your workflows have not changed: everything works the same way, it is just in a new place.
Here is a two-minute walkthrough of the new layout from John:
đ§ Getting Around
A dark icon bar runs down the far left of every page:
Matters (top) takes you back to your matters list.
Leads (below Matters) opens your firm's leads from prospective clients. See What Are Leads in EstateMin?
Settings (gear icon, bottom) opens your firm and account settings.
Log out sits at the very bottom.
Next to the icon bar is a left panel that changes depending on where you are. You can collapse it using the icon at the top right of the panel. On smaller screens it collapses on its own.
đ Your Matters List
Click Matters in the icon bar to open All matters.
The Matters panel on the left lets you filter by Probate, Estate Planning or Trust Administration, with a count for each.
The All, Open, Pending and Closed filters, the search box and the Link New Matter button are at the top of the list.
đ Inside a Matter
The tabs that used to run across the matter page are now in the Matter panel on the left:
Estate overview: people, assets, debts and administrative expenses, with All, People, Assets, Debts and Expenses filters and the Export button.
Decision makers: shown on Estate Planning matters only. Each client's preferred decision makers, in order of preference. See How to Record a Client's Decision Makers on an Estate Planning Matter.
Estate files: your key files.
Client portals: each client with a portal is listed underneath by name. Click a name to see their portal progress, Portal Settings and Change portal email. Click Invite a client to send a new invitation.
Deadlines: previously under the Timeline tab.
Forms: shown on Probate and Trust Administration matters when court forms are available for the matter's state, with a beta tag and a count of the forms on the matter. Forms is not shown on Estate Planning matters.
Activity log: previously under the Timeline tab.
Surety bond: shown on Probate matters (Testate and Intestate). Send a bond request to your client and track it through to purchase. See How to Request a Surety Bond for Your Client.
At the top of every matter page you will find the matter name with the Clio, Review and Extract buttons, and the next deadline on the right. Below the name, the matter type, state, county, status and case ID are shown with an Edit button on the right. Use Edit to change matter details, choose notification recipients or remove the matter.
âď¸ Settings
Settings is no longer one long page. Click the gear icon, then choose a page from the Settings panel:
Firm: Firm details (addresses and firm logo), Members, Matter defaults (default matter type, states, key files and questionnaires), Client portal (Branding, Content and Reminders) and Questionnaires.
Account: Billing, Early access and Help.
Each page has its own save button, so save before moving to another page.
đĄ Good to Know
Your data, matters, client portals and Clio connection are unchanged.
There is nothing to set up and no need to log in again.
If you open a link to an EstateMin page while signed out, for example from a notification email, you land on that page once you sign in.
đŹ Need Help?
Use the chat bubble in the lower-right corner of EstateMin or email [email protected] for support.