Modern Trust & Estate Software Built for Law Firms
EstateMin helps law firms handle the full range of trust and estate matters from estate planning and trust creation to probate and administration faster, with fewer errors, and with complete visibility across every case.
Trusted by forward thinking law firms and partners around the USA
Why Growing Firms Choose EstateMin
General practice management tools were not built for the depth and complexity of trust and estate work. EstateMin is. Whether your practice focuses on estate planning, trust administration, probate, or all three, EstateMin gives your team the structure and visibility to handle every matter with confidence and keep work moving regardless of who is in the office.
Matters Always Moving Forward
Every matter has a process, so any team member can step in and pick up exactly where things left off. No bottlenecks, no dropped balls.
Every Matter. One Place. One Process
Estate plans, trusts, probate. No switching between tools, no missed deadlines, no chasing colleagues for updates.
Correct Info First Time, Every Time.
Verified AI review catches gaps before anything reaches a client or a court. Fewer rejections, fewer delays, no last-minute scrambles.
Full Clio Integration
No need to juggle tools. EstateMin syncs seamlessly with your existing setup.
Built to Solve the Bottlenecks That Cost You Time & Money
EstateMin removes manual busywork and reduces costly errors — with structured workflows and verified 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.
Verified AI-Powered Case Review
From 30 minutes to 30 seconds. Case Review flags missing details and verifies your documents against the estate record before every court filing.
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
We have considered our solutions to support every stage of your growth. We are the fastest and easiest way to launch SaaS showcase for our customers.
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.
Does EstateMin also do Estate Planning?
Yes, we support all types of trust and estate cases.
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.
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.