EstateMin is a software platform specifically built for estate administration and probate law practices.
Features and functions of EstateMin include:
Centralized Case Dashboard
Provides a single view of all key estate information, including assets, liabilities, documents, client intake data, and form generation, reducing reliance on spreadsheets or fragmented files.
Client Portal for Intake and Collaboration
Guides clients through a structured intake process, enabling secure document submission and information sharing, while minimizing manual data entry for the firm.
Integration with Clio
Syncs directly with Clio to avoid duplicate data entry and maintain consistency across core systems.
Automated Asset Valuation Tracking
Tracks asset values over time, ensuring case details are kept current without requiring repeated manual updates.
AI-Powered Review Tools
Flags missing or incomplete information before court form generation, helping firms prevent costly delays and reduce risk of error.
Automated Document and Form Generation (in development)
Supports the creation of court filings, letters, and other standard documents, streamlining repetitive drafting tasks.
Structured Workflows and Knowledge Retention
Provides process-driven workflows designed to preserve institutional knowledge, allowing cases to progress smoothly even if the lead attorney or probate specialist is unavailable.
Search and Organization Tools
Offers functionality to locate relevant documents quickly and maintain orderly case records.
Risk Management Features
Includes checks and safeguards to ensure information completeness and compliance with procedural requirements.
Flexible Onboarding and Subscription
Enables firms to get started quickly with straightforward setup, and provides flexible subscription terms, including a 30-day satisfaction guarantee, making it suitable for both high-volume probate practices and firms with occasional estate matters.
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