Outdated Spreadsheets Create Expensive Errors
EstateMin keeps asset data live, synchronized, and up-to-date across your team. No more copying and pasting multiple times.
Valuations Change. But Spreadsheets Don’t
Probate assets fluctuate in value. But many firms record this data once and never update it. Different team members use different versions, leading to mismatched valuations, incorrect tax filings, and rejected applications — all preventable.
One Source of Truth for Every Estate File
EstateMin provides a dynamic estate overview that updates in real time. Revised valuations, newly discovered assets, or updated PPS numbers instantly sync across the platform, keeping everyone aligned and applications accurate.
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.
Live Asset Tracker
See current values at a glance, with updates applied instantly.
Real-Time Sync Across Team
Every team member sees the same data, no version conflicts
Change Logs & Audit Trails
Track who made updates and when, with full transparency.
AI Consistency Checker
Spot mismatches or outdated inputs automatically.
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.