EstateMin

Firm

Learn how to open Settings in EstateMin and manage firm details, members, matter defaults, client portal branding, content and reminders, questionnaires, and billing.

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

Learn how to record each client's preferred decision makers on an Estate Planning matter, choose which roles apply, and share the lists with your client.

How to Record a Client's Decision Makers on an Estate Planning Matter

Learn how to send a probate bond request to your client's portal, track its status, and find the bond documents once it is purchased.

How to Request a Surety Bond for Your Client

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

Learn what Estate Planning matters include in EstateMin, the roles available, how couples' matters work, and how the Client Portal is set up.

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

Learn how to change the email your client uses to sign in to their Client Portal, and why editing the contact in Clio does not change it.

How to Change a Client's Portal Sign-In Email

Learn how to customize the introduction text for each Client Portal step and add your own message to the Get Started step.

How to Customize Client Portal Content

Learn how to try the Client Portal yourself, using a separate email address, before you invite your clients.

How to Test the Client Portal Before Inviting Clients

Learn how to choose how often client and lead portal reminder emails are sent and when they stop, for your whole firm.

How to Set How Often Reminder Emails Are Sent

See how your client attaches files in the Client Portal, including on items your firm added and documents you have requested.

How Your Client Uploads Files in the Client Portal

Learn how to review and approve what your client submits in the Client Portal, item by item, including files, questionnaires, people, assets, debts and expenses.

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

See which people on a matter can be invited to the Client Portal, by matter type, and what they need before you can send an invite.

Who Can Be Invited to the Client Portal

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, how often they are sent, and where to see reminder history.

How to Configure Client Reminders

Learn how to customize the colors, font, and logo of your firm's Client Portal from Settings in EstateMin.

How to Customize 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 a matter in EstateMin, 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

Learn how to export the Estate overview as a PDF Summary, PDF Full or CSV, and what each export includes.

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

Learn how EstateMin AI fills court forms from your matter, and how to review, finish, and complete each form in the form workspace.

How to Fill Court Forms with AI in EstateMin

View the 58 court forms available in EstateMin for Pennsylvania, including statewide and county-specific forms.

What Court Forms Are Available in Pennsylvania

View the 66 court forms available in EstateMin for South Carolina, and how many can be filled with AI.

What Court Forms Are Available in South Carolina

View the 39 court forms available in EstateMin for Michigan, and how many can be filled with AI.

What Court Forms Are Available in Michigan

View the 53 court forms available in EstateMin for Maryland, and how many can be filled with AI.

What Court Forms Are Available in Maryland

View the 23 court forms available in EstateMin for New Mexico.

What Court Forms Are Available in New Mexico

View the 47 court forms available in EstateMin for Connecticut.

What Court Forms Are Available in Connecticut

View the 24 court forms available in EstateMin for Kentucky.

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

Learn how the Forms section helps you track court forms on Probate and Trust Administration matters, and why Forms may not appear.

Forms Overview

Using AI-Powered Form Recommendations

View the 19 court forms available in EstateMin for Georgia, and how many can be filled with AI.

What Court Forms Are Available in Georgia

See which US states have court forms in EstateMin for Probate and Trust Administration matters, with links to each state's forms.

Which States Are Court Forms Available For in EstateMin

View the 36 court forms available in EstateMin for Massachusetts, and how many can be filled with AI.

What Court Forms Are Available in Massachusetts

View the 42 court forms available in EstateMin for Minnesota, including statewide and county-specific forms.

What Court Forms Are Available in Minnesota

View the 140 court forms available in EstateMin for New Jersey, including statewide and county-specific forms.

What Court Forms Are Available in New Jersey

View the 140 court forms available in EstateMin for Illinois, and how many can be filled with AI.

What Court Forms Are Available in Illinois

View the 54 court forms available in EstateMin for New York, and how many can be filled with AI.

What Court Forms Are Available in New York

View the 62 court forms available in EstateMin for Ohio, including statewide and county-specific forms.

What Court Forms Are Available in Ohio

View the 12 court forms available in EstateMin for Oregon, including statewide and county-specific forms.

What Court Forms Are Available in Oregon

View the 69 court forms available in EstateMin for California, and how many can be filled with AI.

What Court Forms Are Available in California

View the 57 court forms available in EstateMin for Texas.

What Court Forms Are Available in Texas

View the 24 court forms available in EstateMin for Virginia, and how many can be filled with AI.

What Court Forms Are Available in Virginia

View the 55 court forms available in EstateMin for North Carolina, and how many can be filled with AI.

What Court Forms Are Available in North Carolina

View the 72 court forms available in EstateMin for Colorado, and how many can be filled with AI.

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)

Learn how to add a person to a matter, choose their roles and relationship, and edit their details, including on Estate Planning couples' matters.

Adding and Editing a Person

How to Remove a Person from a Matter

See the people roles available on Probate and Trust Administration matters, what each one means, and how role labels vary by state.

Overview of All People Roles

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

People

Learn how to add and edit assets on a matter, including choosing who owns an asset on an Estate Planning matter with two clients.

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

Learn how to add and edit debts on a matter, including choosing who owes a debt on an Estate Planning matter with two clients.

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

See what changed in EstateMin's redesigned layout and where to find matter sections, settings, billing and more.

Understanding EstateMin's New Look

Product updates and upcoming changes to EstateMin: short walkthroughs of what's new, what it means for your firm and anything you need to do.

Whats new

Learn how Leads lets prospective clients fill in their own intake portal before your firm opens a matter in Clio.

What Are Leads in EstateMin?

Learn how to set up Leads the first time, choose who hears about new leads, and create your firm's first intake link.

How to Set Up Leads for Your Firm

Learn how to create intake links for prospective clients, copy and share them, pause them, and change your firm's web address.

How to Create and Manage Intake Links

Learn how to choose which members of your firm get lead emails, for which matter types, and which emails they receive.

How to Choose Who Is Notified About New Leads

Learn how to find leads, review everything a prospective client shared, assign the lead, and ask them for more details.

How to Review a Lead and Request More Details

Learn how to decline a lead you will not take on, reopen a declined lead, and permanently delete a lead or spam.

How to Decline, Reopen, or Delete a Lead

Learn how to convert a lead into a Clio matter, choose the client and attorney, and what happens to the prospective client's portal.

How to Convert a Lead to a Matter

Share intake links, review prospective clients, and convert leads into matters.

Leads

Firm Login

Client Login

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