Intake clients can finish
Clients share planning information on their phone or computer, with saved progress.
Estate planning
Start the plan with a fuller picture.
Collect planning information, documents and your client’s choices of executor, agents and trustees in a portal they finish. Your firm prepares the documents in your drafting tool; EstateMin doesn’t draft wills or trusts.
Built around your workThe details that make
The details that make
the day easier.
Questionnaires for your firm
Build reusable questionnaires around the way your firm works.
Decision-maker choices
Collect ordered choices for executor, agents, trustees and applicable guardians.
Documents in context
Keep supporting files alongside the people and assets they describe.
Review the details
Your team reviews client submissions before applying changes to the matter.
Keep work connected
Bring planning intake into your connected matter workflow.
EstateMin collects and organizes planning inputs. Your firm prepares, advises on and reviews the legal documents.