EstateMin

Firm

Account Settings in EstateMin

How to Add a Firm Address

How to Upload a Firm Logo

Configure your firm's account settings, address, and logo.

Account

Integrating with Clio Manage

Connect and sync EstateMin with Clio Manage.

Integrations

How to Remove a Matter from EstateMin

Editing Matter Details After Linking

Learn how to link a Clio matter to EstateMin, set the matter type and state, and choose who receives email notifications.

How to Link a Matter to EstateMin

Estate Planning Matters in EstateMin

How to Use Matter Review

How to Set Default and Additional States

Link, edit, and manage matters in EstateMin, from setup through review and defaults.

Matter Management

Learn how to invite a client to their Client Portal, resend an invite, and include a questionnaire.

How to Invite Your Client to their Client Portal

See what your client does when they upload files in the Client Portal, including documents your firm has requested.

How Your Client Uploads Files in the Client Portal

Learn how to review client-submitted files, questionnaires, people, assets, debts, and expenses.

Reviewing Client-Submitted Files, People, Assets, Debts, and Expenses

Learn when your firm and your clients receive email notifications about portal activity.

Get Notifications When a Client Submits Information to the Estate

Learn how to turn automated login and step completion reminders on or off per matter from Portal settings and view reminder history in EstateMin.

How to Configure Client Reminders

How to Customise Client Portal Branding

For firms: invite clients to the portal, review their submissions, and manage reminders and notifications.

Client Portal — Firm Guide

Learn how to add, edit, share, and review key files on the Estate Files tab, and how attachments sync to Clio.

How to Manage Key Files

Learn how EstateMin documents and accepted questionnaires are stored and linked in Clio.

How Documents Are Stored and Linked in Clio

Learn how to create default key files for each matter type and control what clients can view or upload in the client portal.

How to Create Default Key Files

Upload documents and review EstateMin's suggested updates for people, assets, debts, and expenses before applying them.

Using Document Extraction to update a matter

Upload, view, and manage key estate documents and how they sync with Clio.

Estate Files & Documents

Understanding Deadlines

Exporting the Estate Overview

How to Filter and Export the Estate Overview

Understand, filter, and export the consolidated view of an estate matter.

Estate Overview

Editing and Deleting Deadlines

How to Add a Deadline

Create, edit, and track deadlines and activity on a matter, synced with Clio tasks.

Matter Timeline

View the 23 statewide forms available in EstateMin for New Mexico, which apply across all counties in the state.

What Court Forms Are Available in New Mexico

View the 47 statewide forms available in EstateMin for Connecticut, covering petitions, inventories, accounts, and more.

What Court Forms Are Available in Connecticut

What Court Forms Are Available in Kentucky

How to Add Completed Form Files to the Form Table

Adding Recommended Forms to Your Matter

Adding a Form to Matter Forms Table

Forms Overview

Using AI-Powered Form Recommendations

What Court Forms Are Available in Georgia

Which States Are Court Forms Available For in EstateMin

What Court Forms Are Available in Massachusetts

What Court Forms Are Available in Minnesota

What Court Forms Are Available in New Jersey

What Court Forms Are Available in Illinois

What Court Forms Are Available in New York

What Court Forms Are Available in Ohio

What Court Forms Are Available in Oregon

What Court Forms Are Available in California

What Court Forms Are Available in Texas

What Court Forms Are Available in Virginia

What Court Forms Are Available in North Carolina

What Court Forms Are Available in Colorado

Find, track, and manage the court forms required for estate administration, including AI recommendations and state/county form availability.

Forms (Beta)

Adding and Editing a Person

How to Remove a Person from a Matter

Overview of All People Roles

Add, edit, and manage the people involved in an estate and their roles.

People

Adding and Editing an Asset

How the Ownership Type field works on assets, including the Community Property option and which states it's available in.

Understanding Asset Ownership Types

Record and categorize estate assets and distribution

Assets

Adding and Editing a Debt

How to Track Creditor Claims in EstateMin

Record and categorize estate debts and track creditor claims.

Debts

Adding and Editing an Expense

Record and categorize administrative expenses incurred during estate administration.

Administrative Expenses

Managing Your Subscription and Payment Method

Activate your EstateMin Account Subscription

Activate your subscription and manage your plan and payment method.

Subscription & Billing

Learn how questionnaires let your firm gather estate details from clients through the Client Portal.

What Are Questionnaires in EstateMin?

See the answer types available for questionnaire questions and when to use each one.

What Question Types Can I Use in a Questionnaire?

Learn how to build a questionnaire, add questions, preview it, and publish it for client portals.

How to Create a Questionnaire

Learn how to edit, duplicate, and retire questionnaires in your firm's questionnaire library.

How to Manage Your Questionnaire Library

Learn how to assign a questionnaire to a client portal, change it, or fill it in with your client.

How to Add a Questionnaire to a Client Portal

Learn how to review, accept, and request changes to a questionnaire your client has submitted.

How to Review a Client's Questionnaire

Use customizable Questionnaires to gather important client information in a clear, structured way. Create reusable templates, assign them to client portals, review responses, complete Questionnaires with clients, and save submitted answers to Estate Files.

Questionnaires

Firm Login

Client Login

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