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 note who you have in mind for each role in your estate plan, choose which roles apply, and send your attorney their details.

How to Add Your Decision Makers in the Client Portal

Learn how to complete your bond application, review your quote, and purchase the surety bond your attorney requested in your Client Portal.

How to Purchase Your Surety Bond in the Client Portal

Learn how to review your own details, add family members and other loved ones, and update people your attorney already has on file.

How to Add Your Family and Loved Ones in the Client Portal

Learn how to check your own details, add people connected to the estate, and see who your attorney already has on file.

How to Add People to the Estate in the Client Portal

Learn how to start your intake with a law firm, fill in your intake portal at your own pace, and submit it for the firm to review.

How to Start and Submit Your Intake Portal

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

Navigating Your Client Portal

Learn how to sign in to your Client Portal with a magic link and what to do if you need to use a different email.

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

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