Still Matching Paperwork to Assets Manually?
EstateMin attaches documents to the right assets automatically and flags missing details, so you don’t have to.
Manual Sorting Slows You Down and Opens the Door to Errors
Sorting funeral receipts, tracking asset paperwork, and uploading the right files to the right folders takes up hours of time — and still leaves room for critical details to get lost. When this happens, it’s not just a delay — it’s a liability.
Smart Linking Between Assets and Documentation
EstateMin links uploaded documents directly to the relevant asset or liability in the estate dashboard. Our AI reviewer checks for missing forms or incomplete asset records, giving your team confidence that nothing is overlooked.
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.
Document-to-Asset Linking
Upload and instantly attach documents to the correct asset or transaction.
AI-Powered Document Review
Automatically detects missing attachments or red flags.
Clear Categorization
Organize documents by expense, liability, valuation, and more.
Error Reduction
Built-in checks prevent incomplete filings or forgotten paperwork.
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.