Trust & ESTATE SOFTWARE

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.

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Trusted by forward thinking law firms and partners around the USA

software for law firms

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.

Two Way Clio Sync

Log in with your Clio credentials. Contacts, documents, subfolders and tasks sync both ways automatically. Cofounded by a former Clio product leader and nominated for Best Clio Integration 2026.

Court Forms, Auto Populated

Court forms for New York, Florida, Colorado and Minnesota are auto populated straight from your estate record. Enter a detail once and it flows into every form, ready to review and file. No retyping, no transcription errors.

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AI Data Extraction

Upload a bank statement or snap a photo of a handwritten note from your client. EstateMin reads it and fills in the estate overview for you: institution, account, balance and date of death value. Upload a newer statement and the asset value updates on its own.

See It in a Demo
First Harbor Bank
Monthly statement
Account
Checking ••4471
Statement date
03/31/2026
Closing balance
$48,215.62
Mom also had a CD at First Harbor, about $20k. Car title is in the kitchen drawer.
Extract
→
Estate overview
Asset
Checking account
Institution
First Harbor Bank ••4471
Date of death value
$48,215.62
Asset
Certificate of deposit, approx. $20,000
Asset
Vehicle (title located)
✓ Added from 2 documents

Centralized Estate Dashboard

View everything in one place — no more spreadsheets or paper files.

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Client Portal for Smart Client Intake

Collect docs and estate details in a single, guided experience.

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Asset Tracker and Valuation Updates

Asset values auto-update in real time. Everyone stays in sync.

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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.

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probate software for law firms

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.

testimonials

See what Estatemin users are saying

EstateMin has quickly become an indispensable part of my probate practice. Its seamless integration with Clio is exceptionally well executed. The two-way data sync ensures that client, matter, and estate information stays consistent across platforms without duplicative entry or reconciliation issues. The user interface is stellar. It is clean, intuitive, and clearly designed by people who understand probate workflows. What truly sets EstateMin apart is the estate overview dashboard, which allows me to see the full status of an estate on a single screen making case management more efficient and reducing risk. EstateMin brings structure and clarity to probate administration in a way that general practice management tools simply cannot. It saves time, improves accuracy, and enhances client service. For any attorney handling probate or estate administration, EstateMin is a best-in-class solution.

Michelle A Mapp
Attorney & Owner, Michelle A. Mapp, Attorney at Law, LLC

"Implementing EstateMin was a no-brainer for us. The team adopted it immediately because it genuinely makes their day-to-day easier, and it’s helped ensure our growing probate practice stays organized. The support team is amazing, too, and we have been very satisfied.  It’s not often you find a company that actually cares and is willing to help.  We recommend this product to anyone who is looking for organization, ease of use, and knowledgeable and friendly support for probate matters."

Elizabeth Murphy
Managing Owner, Kelly, West, & Murphy Attorneys P.A.

"The real benefit for our clients is how much easier EstateMin makes it to get us information. Executors and family members can complete their intake right from the portal, on their own time, instead of juggling calls and paperwork during an already difficult process. That means their matter moves faster and they spend less time chasing us for updates."

James Greenwood
Managing Attorney, Greenwood Law

"Building our estate planning questionnaire in EstateMin was easy, and Extract has been a huge time saver, pulling information straight from clients' financial statements instead of us keying it in by hand. It's a product that adapts to what we actually need."

Elizabeth Aghayan
Founding Attorney, Proper Legacy Law

From Chaos to Clarity in just three easy steps

01

 Invite Your Client

Share a secure link to the client portal and let them provide details at their own pace.

02

Track, Review & Auto-Generate

Monitor progress, upload docs, and generate required forms. No manual rework

03

 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.

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“I think it's great, does what I thought it was going to do and has potential to do even more”
Kevin Martin
Partner
“I think it's great, does what I thought it was going to do and has potential to do even more”
Kevin Martin
Partner
“I think it's great, does what I thought it was going to do and has potential to do even more”
Kevin Martin
Partner
“I think it's great, does what I thought it was going to do and has potential to do even more”
Kevin Martin
Partner
“I think it's great, does what I thought it was going to do and has potential to do even more”
Kevin Martin
Partner
“I think it's great, does what I thought it was going to do and has potential to do even more”
Kevin Martin
Partner
“I think it's great, does what I thought it was going to do and has potential to do even more”
Kevin Martin
Partner
“I think it's great, does what I thought it was going to do and has potential to do even more”
Kevin Martin
Partner
“I think it's great, does what I thought it was going to do and has potential to do even more”
Kevin Martin
Partner
“I think it's great, does what I thought it was going to do and has potential to do even more”
Kevin Martin
Partner
“I think it's great, does what I thought it was going to do and has potential to do even more”
Kevin Martin
Partner
“I think it's great, does what I thought it was going to do and has potential to do even more”
Kevin Martin
Partner
STREAMLINING PROBATE FOR ATTORNEYS

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.

FAQS

Common questions & answers

Does EstateMin auto populate probate court forms?

Yes. EstateMin auto populates probate and estate administration court forms using information from the estate record, so attorneys and paralegals enter each detail once. EstateMin pulls forms directly from official court websites, so every form is always the current version. Court forms are available today for New York, Florida, Colorado and Minnesota, with more states being added.

Can EstateMin populate my law firm's own forms?

Yes. Law firms can upload their own estate administration forms to EstateMin, and EstateMin fills them in automatically from the estate record. This lets firms keep the templates they already use while removing manual retyping.

Does EstateMin work with Clio?

Yes. EstateMin has a two way sync with Clio: contacts, documents, subfolders and tasks update in both systems automatically, and your team logs in with their Clio credentials. One of our cofounders led Customer Success and Product at Clio EMEA, and EstateMin was nominated for Best Clio Integration in 2026.

Will my firm need to enter data twice in EstateMin and Clio?

No. EstateMin has a two way sync with Clio, so contacts, documents, subfolders and tasks update automatically in both systems. Information entered in either EstateMin or Clio appears in the other, so nothing needs to be entered twice. EstateMin was nominated for Best Clio Integration in 2026.

How long does it take to set up EstateMin?

EstateMin activation takes about two minutes. Users log in with their existing Clio credentials, and intake questionnaires come prebuilt, so firms do not need to build anything from scratch. The EstateMin team provides onboarding and training for every user at the firm, with check ins after one and three months.

Is EstateMin only for probate, or does it support estate planning?

EstateMin is a trust & estate platform that supports estate planning, estate administration (probate) and trust administration. For estate planning, EstateMin handles client intake, document collection and the client record. A direct WealthCounsel integration is currently in beta.

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.

Can older or less tech savvy clients use the EstateMin client portal?

Yes. The EstateMin client portal works on phone, tablet and computer, and clients can save their progress and return at any time. Clients receive automatic reminders every two weeks until their information is complete. Law firm staff can also enter information on a client's behalf, and nothing is added to a matter until the firm reviews it.

Does EstateMin require a long term contract?

No. EstateMin plans are month to month with no long term contract. Pricing is per firm, with unlimited users and unlimited cases. If a firm cancels, it keeps ownership of its data.

Does EstateMin offer a trial?

Yes. EstateMin offers a one month trial, so firms can test it on real matters before committing. To start your trial, book a demo.

Can I import existing Clio matters into EstateMin?

Yes. Firms can link existing Clio matters to EstateMin, and the matter's contacts and documents come across automatically. Most firms start with new and active matters and link older matters as they need them.

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.

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