What Happens When Your Probate Expert Leaves the Firm?
When estate knowledge lives in one person’s head, your entire firm is vulnerable. EstateMin makes it easy for any team member to step in — without delays, confusion, or costly mistakes.
Probate Expertise Shouldn’t Be a Single Point of Failure
In many law firms, probate administration is handled by one experienced staff member. When that person retires, goes on leave, or takes another job, the firm is left scrambling — with active estate files stalled and no one else trained to take over. Even short absences can bring workflows to a halt, especially when case details are scattered across spreadsheets, documents, and sticky notes. This creates risk, missed deadlines, and client frustration.
Your Probate Workflow, Structured. Not Stored in Someone’s Head
People are complex, and so is mitigating behavior-based risk. You need to understand the context of an event, pull from multiple data points, and look at historical trends to mitigate risk quickly – without making hasty assumptions.
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.
Centralized Case Dashboard
View every estate file in one place — no digging through shared drives or paper folders
AI-Powered Case Review
Highlights missing forms, inconsistent data, or incomplete information for new case handlers.
Court Form & Task Suggestions
Automatically surface the next steps in a case based on current inputs and status
Multi-User Collaboration
Authorized users can step in, contribute, and support without breaking the workflow.
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.