How to Set Default Key Files

Default key files are files that automatically appear on every new matter of a given type, so your firm doesn’t have to create them manually each time. You can configure different default key files for each matter type.

📁 How do I add a default key file?

1. Go to Account Settings and scroll to the Matter Defaults section.
2. Under Default key files, select the matter type tab you want to configure (Probate – Testate, Probate – Intestate, Trust Administration, or Estate Planning).
3. Click Add file.
4. Enter a File Name and optionally check Add to client portal if you want the client to see this file in their portal.
5. If adding to the client portal, you can include a Description to help the client understand what the document is for.
6. Click Save, then click Save Matter Defaults.

👥 What does the Client Portal column mean?

Each default key file has a Client Portal column showing Yes or No. Files marked Yes will appear as a step in the Client Portal, prompting the client to upload that document. Files marked No are firm-side only and will not be visible to the client.

💡 Good to Know

• Each matter type comes with system default key files (for example, Death Certificate and Will for Probate – Testate). These cannot be removed but can be supplemented with your own.
• Custom default key files you add will appear on all new matters of that type going forward. Existing matters are not affected.
• You can configure different key files for each of the four matter types.

💬 Need Help?

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