Clients stall on fillable PDFs, and someone chases them every morning.
With EstateMinTrust and estate software for law firms
Close estate matters faster, without chasing clients or retyping a thing.
EstateMin is trust and estate software that takes every matter from client intake to court form preparation, connected to Clio. Clients finish intake on their phone, AI pulls assets and balances from their documents, and court forms fill from one record.
Bring a real will or statement, and we'll run extraction on it live.
2026 Clio Integration Awards finalistBest Practice of Law App
Trusted by forward-thinking law firms and partners around the USA
One connected workflow
Your firm runs on trust. Your intake runs on PDFs, retyping and chasing.
Staff retype the same names, assets and balances into Clio and every court form.
With EstateMinAI pulls the details from documents. Your team reviews them, then reuses the record in connected workflows and supported forms.
AI data extraction →Information lives with whoever received it, so matters stall when someone's out.
With EstateMinOne record for every person, asset, debt and document, which anyone on the team can pick up.
Estate overview →None of this is legal work. All of it limits how many clients you can take on.
Collect · Client intake
Intake your clients actually finish.
Clients complete intake on their phone or computer, at their own pace. Progress saves automatically, they log in with a secure link instead of a password, and they upload documents straight to the right asset. If they go quiet, EstateMin sends reminders on your firm’s schedule, so your staff doesn’t have to.
- Branded to your firm
- Questionnaires built around how your firm works
- Saves as clients go, no password needed
- Automatic reminders until intake is done
- Review submitted details before applying changes
Extract · AI data extraction
Upload the statement. Skip the retyping.
EstateMin reads wills, bank and brokerage statements, and scanned documents, then suggests the people, accounts and balances to add to the matter. Your team checks each suggestion against the source and decides what goes into the record.
- Contacts, assets, accounts and balances
- Each suggestion next to its source
- Keep, edit or dismiss each suggestion
- Documents stay linked to the asset
- Newer statements suggest updates
A statement balance is a starting point. Your team confirms the date-of-death value.
Prepare · Court forms and Clio
Explore the Clio integration →
Enter it once. Put the record to work.
Supported court forms fill from the estate overview, inventories included. Contacts, documents and tasks connect with Clio, and prepared PDFs can be saved back to the matter.
- Court forms by state and county
- Missing fields flagged for review
- Your firm’s own PDFs in your Form Library, where available
- Two-way sync of contacts, documents and tasks
- Prepared PDFs saved back to the Clio matter
Explore the Clio integration →
Court form coverage is growing state by state. EstateMin prepares the forms; your firm reviews and files them. Ask us about your state, county and forms.
How it works
From client intake to court filing, in four steps.
Invite.
Send your client a secure, firm-branded portal link.
Collect.
Answers and documents come in. EstateMin sends reminders on your firm’s schedule.
Extract.
AI pulls assets and balances from the client’s documents. Your team reviews each one.
Prepare.
Supported court forms fill from the record and save to the Clio matter after review.
From firms using EstateMin
Trusted by trust and estate firms.
2026 Clio Integration Awards finalistBest Practice of Law App
“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
“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.
“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.”
Michelle A. Mapp
Attorney & Owner, Michelle A. Mapp, Attorney at Law, LLC
“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
For your managing partner
Bringing EstateMin to your managing partner?
Walk through the workflow with your team, explore our quick start videos, and read how client access and security work.
Clio connection
Work with your connected Clio matters, contacts, documents and tasks.
AWS hosting
Hosted on Amazon Web Services (AWS).
Review before applying
Your team decides which extracted suggestions become part of the record.
Client access
Clients see their own portal and the information your firm shares with them.
Useful answers
Questions firms ask us
Does EstateMin replace Clio?
No. EstateMin connects to Clio and adds the trust and estate workflow Clio doesn't have: client intake, structured estate information, data extraction and court form preparation. Contacts, documents and tasks sync both ways.
Can we use it for estate planning?
Yes. Collect planning information, documents and your client's choices of executor, agents and trustees in a portal they finish. Your firm prepares the documents in your drafting tool; EstateMin doesn't draft wills or trusts.
Which court forms do you support?
Coverage depends on the state and county and is growing. You can also add your firm's own blank PDFs to your form library. Book a demo to check your jurisdiction.
Does it work with MyCase?
Ask our team which MyCase workflows are available for your firm.
How long does setup take?
Setup runs through your existing Clio account, so your contacts and matters are already there. Onboarding and training are included.
What can our clients see?
Only their own firm-branded portal and what your firm shares with them. Internal notes are never visible to clients.
How is EstateMin priced?
Per firm, with unlimited users and matters, month to month. Discuss pricing →