How to Filter and Export the Estate Overview

The Estate Overview in EstateMin displays all People, Assets, Debts, and Expenses for a matter. You can use filters to narrow down what is shown and section tabs to focus on a specific category. You can also export the overview data as a PDF or CSV.

Follow the steps below to filter, navigate, and export the Estate Overview.

🔍 How to Open the Overview Filters

1. Open the matter and navigate to the Estate Overview tab.
2. Click the filter icon    beside the Export button. 
3. The Overview Filters panel will open on the right side of the screen.
4. Use the Section dropdown to choose which section to filter: People, Assets, Debts, or Expenses.

Available filters vary by section:

People:

• Role

Assets:

• Category
• Probate status
• Beneficiary
• Form 706 Schedule
• Quickly view assets with missing valuations
  • Value at death 
  • Current value 

Debts:

• Category
• Form 706 Schedule
• Quickly view debts with missing amounts
  • Owed at death
  • Current owed

Expenses:

• Category
• Paid by

✅ How to Apply Filters

1. In the Overview Filters panel, select the Section you want to filter.
2. Choose values from the available filter dropdowns (e.g. set Paid by to Estate).
3. Click Apply Filters to apply your selections.
4. The panel will close and an Active filters bar will appear below the section tabs showing your applied filters.
5. Multiple filters can be applied at once across tables

🗑️ How to Clear Filters

1. To remove a single filter, click Clear beside the specific filter in the Active filters bar.
2. To remove all filters at once, click Clear all next to the filter icon.
3. To reset filters within the filter panel before applying, click Reset Section.

📋 How to Use Section Tabs

1. Above the estate data, you will see section tabs: All, People, Assets, Debts, and Expenses.
2. Click a tab to show only that section of the estate. The selected tab will be highlighted in blue.
3. Multiple tables can be selected at once
4. Click All to return to the full overview.

📤 How to Export the Estate Overview

1. Click the Export button in the top-right corner of the Estate Overview.
2. Choose an export format from the dropdown:

• PDF Summary — a condensed overview of the estate data
• PDF Full — a detailed report of all estate data
• CSV — a spreadsheet-compatible file for further analysis

     3. The file will download to your computer.

💡 Tip: If you have filters or a section tab active when you export, the export will reflect the currently filtered view.

💬 Need Help?

Use the chat bubble in the lower-right corner of EstateMin or email info@estatemin.com for support.