Still Collecting Probate Info by Hand?
EstateMin turns fragmented data collection into a guided, client-friendly experience. No more duplicate entry or chasing missing details.
Manual Data Collection Slows Everything Down
Law firms often rely on printed questionnaires and back-and-forth emails to gather estate information. Clients leave sections blank. Staff re-enter the same data into spreadsheets, letters, and forms — wasting hours and creating room for error. Every correction becomes another delay.
Smart Intake That Collects the Right Info the First Time
With EstateMin’s client portal, clients are guided step-by-step to provide everything you need — from beneficiary info to liabilities — using smart prompts, examples, and tooltips. Submitted data flows directly into forms and letters, eliminating re-entry and reducing risk.
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.
Guided Client Portal
Intuitive prompts ensure clients complete what’s needed, with fewer gaps.
Auto-Populated Documents
Collected data flows into letters, Revenue forms, and court filings automatically.
Live Progress Tracking
See what the client has submitted in real time and fill in gaps on your end.
Tell Us Once Approach
Data is entered once, then reused wherever it’s needed — no duplication
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.