More than a copied balance
Extract suggested people, assets, debts and expenses into structured information.
AI data extraction
Upload the statement. Skip the retyping.
EstateMin reads wills, bank and brokerage statements, and scanned documents, then suggests the people, accounts and balances to add to the matter. Your team checks each suggestion against the source and decides what goes into the record.
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Review in context
Check proposed details alongside the source document before accepting them.
Keep, edit or dismiss
Your team controls which suggestions become new records or updates to existing information.
Keep the evidence close
Retain the supporting files with the matter so there is context behind the details.
Update with care
Use newer documents to review proposed changes to estate information.
Work alongside intake
Bring documents and client-submitted details into a shared matter workspace.
Extraction suggestions need professional review. A statement balance is not automatically a date-of-death valuation; choose and verify the appropriate value.