Estate Planning Matters in EstateMin
EstateMin now supports Estate Planning as a matter type. Estate Planning matters are designed for clients who are planning their estate while still living — identifying people, assets, and debts to support forward-looking document preparation. This is distinct from probate matters, which deal with administering an estate after someone has passed.
📣 We want to hear from you
Estate Planning in EstateMin is new and we’re actively developing it. We’d love to hear from firms about what they need for their estate planning practice — whether that’s specific features, workflows, document types, or anything else. Your feedback directly shapes what we build next.
📋 What is included in an Estate Planning matter?
Estate Planning matters include the core building blocks for estate planning work: people, assets, and debts. The interface is streamlined for planning purposes.
The Client Portal for Estate Planning matters has 5 steps:
- Getting Started
- People
- Assets
- Debts
👥 What person roles are available?
Estate Planning matters use a set of roles tailored to planning:
- Beneficiary
- Guardian
- Trustee
- Client
- Power of Attorney
- Healthcare Proxy
➕ How do I create an Estate Planning matter?
When linking a new matter in EstateMin, select Estate Planning as the matter type. The matter will be set up with the streamlined interface and Client Portal steps described above.
💬 Need Help?
Use the chat bubble in the lower-right corner of EstateMin or email info@estatemin.com for support or to share feedback on Estate Planning.