Can’t Find the Receipt or Document You Need?
EstateMin keeps all estate details, files, and receipts in one organized view — searchable and secure.
Files Scattered Across Folders Waste Hours
Probate documents are often stored across spreadsheets, paper folders, case systems, and inboxes. Finding a funeral receipt or asset valuation becomes a scavenger hunt delaying reimbursements, filings, and client updates.
Everything You Need, One Click Away
EstateMin centralizes every case file into a single dashboard — searchable, categorized, and always accessible. Receipts, valuations, and letters are attached directly to relevant assets or expenses, so nothing gets lost or misplaced.
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 Case File Dashboard
All estate docs, assets, and timelines in one organized interface.
Smart Document Tagging
Attach receipts or valuations directly to specific assets or expenses.
Clio Sync
Documents automatically backed up and organized in your Clio matter.
Search & Filter Tools
Instantly find what you need by category, date, or asset type.
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.