EstateMin

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

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Client Login

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