From Chaos to Clarity in just three easy steps

01

 Invite Your Client

Share a secure link to the client portal and let them provide details at their own pace.

02

Track, Review & Auto-Generate

Monitor progress, upload docs, and generate required forms. No manual rework

03

 File with Confidence

EstateMin’s AI flags gaps, ensuring your probate applications are complete the first time.

Pricing

Schedule some time for a quick demo with our team to make sure EstateMin is a great fit for your firm. Once you are happy, setup is quick and easy!

Flex
$99
/ per month
Unlimited users
+$100  
per matter
Get Started
Growth
$249
/ per month
Unlimited users
Unlimited matters
Get Started

See what Estatemin users are saying

EstateMin has quickly become an indispensable part of my probate practice. Its seamless integration with Clio is exceptionally well executed. The two-way data sync ensures that client, matter, and estate information stays consistent across platforms without duplicative entry or reconciliation issues. The user interface is stellar. It is clean, intuitive, and clearly designed by people who understand probate workflows. What truly sets EstateMin apart is the estate overview dashboard, which allows me to see the full status of an estate on a single screen making case management more efficient and reducing risk. EstateMin brings structure and clarity to probate administration in a way that general practice management tools simply cannot. It saves time, improves accuracy, and enhances client service. For any attorney handling probate or estate administration, EstateMin is a best-in-class solution.

Michelle A Mapp

"Implementing EstateMin was a no-brainer for us. The team adopted it immediately because it genuinely makes their day-to-day easier, and it’s helped ensure our growing probate practice stays organized. The support team is amazing, too, and we have been very satisfied.  It’s not often you find a company that actually cares and is willing to help.  We recommend this product to anyone who is looking for organization, ease of use, and knowledgeable and friendly support for probate matters."

Elizabeth Murphy

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.