Modern Estate Administration Software Built for Law Firms
Handle estate administration cases faster, reduce errors, and free up your team’s time — even if your estate expert is out.
Trusted by forward thinking law firms and partners around the USA
Why Firms Choose EstateMin
While most case management tools treat trust and estates like just another workflow, EstateMin is purpose-built for estate administration. From client intake to court form submission, every feature is designed to reduce manual work, prevent delays, and ensure no detail falls through the cracks — even if your probate lead is out of office. It’s everything traditional tools miss, built for the complexity and nuance of probate law.
Real-Time Case Overview
A user-friendly client portal collects and organizes estate info automatically.
No More Single Points of Failure
Any team member can step in — even if your probate lead is away.
AI That Flags Issues Before You Submit
One dashboard for all assets, liabilities, and documents — always up to date.
Full Clio Integration
No need to juggle tools. EstateMin syncs seamlessly with your existing setup.
Built to Solve the Estate Admin Bottlenecks That Cost You Time & Money
EstateMin removes manual busywork and reduces costly probate errors — with structured workflows and AI guardrails.
Centralized Estate Dashboard
View everything in one place — no more spreadsheets or paper files.
Client Portal for Smart Client Intake
Collect docs and estate details in a single, guided experience.
Asset Tracker and Valuation Updates
Asset values auto-update in real time. Everyone stays in sync.
AI-Powered Case Review
⌛ Coming soon: Flags what’s missing before you generate court forms.
Letter and Form Auto-Generation
⌛ Coming soon: One-click generation for letters, Revenue docs, court filings, and more.
From Chaos to Clarity in just three easy steps
Invite Your Client
Share a secure link to the client portal and let them provide details at their own pace.
Track, Review & Auto-Generate
Monitor progress, upload docs, and generate required forms. No manual rework
File with Confidence
EstateMin’s AI flags gaps, ensuring your probate applications are complete the first time.
See what other law firms have to say
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Our Team
Founded in 2024 by a team from law, legal tech, and startups, EstateMin was inspired by our founder's experience with probate inefficiencies. Talking to attorneys and executors highlighted the need to streamline tasks, boost efficiency, and improve client communication.
Meet our team! We have extensive experience working in law firms, building tech in fast growing start-ups, legal tech, sales, and leading customer success teams. Our passion for probate comes from direct experience which sparked a fire in us to build tech that helps everyone.
Common questions & answers
Does EstateMin work with Clio?
Yes, EstateMin integrates directly with Clio so you don’t have to double-enter data.
How long does it take to get set up?
Most firms are live within a day. We also offer onboarding support.
Is EstateMin suitable for firms that only do occasional probate cases?
Absolutely. Even if you only handle a few cases a year, EstateMin ensures accuracy and saves hours of admin time.
How do I pay for EstateMin
We accept all major credit cards. The subscriptions are renewed by automatically at the end of each billing cycle.
Will I get money back if I am not satisfied?
Yes, we offer a 30 day money back guarantee, with no lock in that you can cancel anytime.
Streamline Your Practice Today
Book a demo to see how EstateMin helps your team keep estate cases moving — no matter who’s in the office.