EstateMin provides a dedicated estate administration platform for probate law firms, offering a secure client intake portal, real-time asset tracking, and AI‑driven case review to catch missing information before court forms are generated. The solution integrates two‑way with Clio to keep client, matter, and estate data synchronized, delivering a single‑screen dashboard that streamlines workflows and reduces manual entry and filing errors.
Funding
Funding not disclosed
Founders
Product
Problem
Law firms handling probate and estate administration often rely on generic case management tools that require manual data entry, duplicate workflows, and extensive coordination, leading to errors, missed deadlines, and inefficient use of attorney time.
Solution
EstateMin offers a purpose-built estate administration platform designed specifically for law firms. The software guides clients through a secure intake portal, automatically aggregates documents and asset information, and tracks valuations in real time. Integrated AI guardrails review cases and flag missing information before court forms are generated, reducing the risk of costly filing errors. Seamless two-way synchronization with Clio ensures that client, matter, and estate data remain consistent across systems without duplicate entry. Structured workflows provide a clear, single-screen overview of each estate’s status, enabling attorneys to manage cases efficiently even when key staff are unavailable.
Target Audience
EstateMin is aimed at probate attorneys and law firms that manage estate administration cases and need a specialized, integrated solution to streamline intake, tracking, and filing processes.
Features
- Secure client portal with guided intake forms to collect documents and estate details in a single, organized workflow
- Real-time asset tracker that updates valuations automatically and keeps all parties synchronized
- AI‑powered case review that identifies missing information and potential errors before generating court forms
- Full two‑way integration with Clio for automatic data sync of clients, matters, and estate information
- Dashboard overview displaying the complete status of each estate on one screen for quick monitoring
- Automated generation of probate court forms, reducing manual drafting and rework