Your Team’s Using Five Sources for One Estate File?
EstateMin gives you one centralized, live dashboard with everything you need, assets, liabilities, documents, and progress.
Disorganization Leads to Overlooked Assets and Compliance Risk
In many firms, estate details live in spreadsheets, emails, paper files, and Clio folders. With no central source of truth, important assets go missing, filings get rejected, and no one’s sure what’s complete.
One Dashboard. Total Clarity.
EstateMin unifies every part of the estate process from asset values to document uploads into a structured overview. It’s searchable, always current, and fully synced with Clio.
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.
Unified Estate Dashboard
See all assets, debts, valuations, and documents in one interface.
Real-Time Updates
Stay current without manual syncing or multiple versions.
Clio Integration
Contacts, documents, and tasks sync automatically.
Completion Visibility
Instantly see what’s been submitted, what’s missing, and what’s next.
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.