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Reviewing Client-Submitted People, Assets, Debts, and Expenses

When clients use the portal to submit or update information about the estate, their submissions appear in your portal view for review. Items submitted by clients are initially unapproved and must be reviewed before they appear in the Estate Overview, giving you complete oversight.

🔍 How to Review Submissions

When a client updates information in the Client Portal, such as correcting a value, adding a new entry, or changing details on an existing item, your firm will receive an email notification (learn more).

You can then review the changes and update the estate information in EstateMin as needed. This allows clients to provide corrections or additions on their own without needing to contact your office directly.

  1. Open the matter and navigate to the Client Portals tab.
  2. Find the client's portal card (they must have an Active status).
  3. Look for red notification badges on the progress steps. These badges indicate new items have been submitted since your last review.
  4. Click on a step (e.g., Assets of the Estate) to expand it and see the submitted items.
  5. Review each item. You can approve or reject individual submissions.

📋 What Steps are in the Client Portal

Probate & Trust Administration Estate Planning
  1. Get Started — Introduction step (no items to review).
  2. Estate Files - Upload key files like the will or death certificate
  3. People of the Estate — People the client has added.
  4. Assets of the Estate — Assets the client has submitted.
  5. Debts of the Estate — Debts the client has submitted.
  6. Expenses — Expenses the client has submitted.
  1. Get Started — Introduction step (no items to review).
  2. Estate Files — Upload key files like deeds or identification.
  3. People of the Estate — People the client has added.
  4. Assets of the Estate — Assets the client has submitted.
  5. Debts of the Estate — Debts the client has submitted.

✅ Approval Process

When you approve an item, it becomes part of the official estate record and appears in the Estate Overview. When you reject an item, it will not be included.

The completion counter (e.g., "3/5 Completed") shows how many steps the client has marked as complete on their side.

💡 Note: Clicking on a step with a notification badge clears the badge, indicating you have seen the new submissions.

💬 Need Help?

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