EstateMin

Learn what the EstateMin Client Portal is, why you received an invitation, and what you'll do there.

What Is the Client Portal and Why You Received an Invitation

Learn how to view, download, and respond to documents your attorney shares with you in the EstateMin client portal.

How to View Files Your Attorney Has Shared With You

Learn how to find, answer, save, and submit the questionnaire your attorney sent to your portal.

How to Complete Your Questionnaire in the Client Portal

Learn how to navigate your Client Portal dashboard, its steps, and the progress tracker.

Navigating Your Client Portal

Signing In with Your Magic Link

Learn what happens after you submit information, files, or a questionnaire to your attorney.

What Happens After You Submit Information

Learn what happens after you complete your portal steps and what your attorney can still send you.

What Happens When You Complete All Portal Steps

Contacting Support

Learn how to mark a portal step complete, and which steps to check before you do.

Marking a Step as Complete

For clients: how to sign in, navigate the portal, submit estate information, and what happens next.

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Firm Login

Client Login

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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