What are the system requirements for CLEPro^SM? Will you send me a CD-ROM?

CLEPro requires a connection to the Internet and Internet Explorer, Firefox, or Google Chrome. It will not work with Safari. Completed forms can be edited using various word processing programs. Because CLEPro is accessed through our website, you will not receive any software.

If I’m assembling these documents on your website, won’t my clients’ private information be stored there?

No. When you build forms, our website will “interview” you to gain the information it needs. As you answer the questions, an answer file is being created. That answer file can only be saved to your computer; it will disappear completely if you do not save it. Saved answer files can be recalled at any time and used to make multiple forms. (The website will always ask whether you want to begin the assembly process using an existing answer file, and prompt you to find it on your computer.)

I can’t find the answer file I saved yesterday. Where did it go?

Answer files are saved with the file extension .anx and will not be readable by programs or applications on your computer. Before you begin using CLEPro, we suggest creating a folder for all of your CLEPro information, at a location you can easily find. When our website prompts you to save answer files, be sure to save them to this location.

I know I made a mistake in an answer file, how do I fix the error?

When our website asks you whether you want to begin using a new or existing answer file, simply choose the “existing answer file” option and recall the answer file in question. You can then scroll through the interview to locate the inappropriately answered question, and fix it.

I noticed a minor error on my finished form and fixed it. Will this be reflected in the answer file?

No. In order to ensure the error doesn’t reappear the next time you build a form for this client, you must correct the information in the answer file, using the process described in the answer immediately above. The ability to edit completed forms is a valuable option, but editing the answer file is the best way to use CLEPro as intended.

How can I avoid having to type in the attorney information each time I use the system? What if I work with several attorneys?

To avoid having to type in the attorney information each time you begin a new probate, simply create an answer file containing only the attorney information. To do this, begin the system just like you would with a new probate and select “Begin using a new, empty answer file.” Then select from the next menu “Single probate form.” We suggest you select P-001. When the program asks you for specific information simply click through without answering the questions until you reach the attorney information questions. Complete that information and continue to the final screen. Then download and save the answer file to the specific location on your hard drive where you want to keep this attorney answer file and name it appropriately, e.g. SmithAttorneyFile.anx. If you work with more than one attorney create a separate answer file for each attorney.

Now, when you go to open a new probate, after the Main Menu select “Use a previously saved answer file on my pc” and select your attorney answer file. At the end of the form assembly process save the answer file to your client’s subdirectory or to wherever you save answer files and rename the answer file using your client’s name.

I don’t have enough information to answer all of the interview questions, but my client is dropping by and I want the form to look professional. What can I do?

You can always download forms without completing an interview, but incomplete forms may contain unwanted coding and text. You can easily avoid this by inputting an underscore (“________”) along the full bottom length of the question field.

The legislature made changes that I’m certain will affect these forms. Do I need to do anything?

No. We will upload new form templates as necessary; and, although the system may function exactly as before, the relevant changes will be reflected on your completed forms. Members of the Minnesota State Bar Association’s Probate & Trust Law Section review the forms regularly. If you believe any of our forms contains an error, please do not hesitate to call us at 651-227-8266 or 800-759-8840.

Form attachments are cumbersome. Are they used in this system?

Form flexibility is integrated with the interview process. CLEPro forms are flexible and expand to capture all needed information (such as multiple interested parties) without resorting to attachments.

What do I do if I decide that CLEPro^SM is not the program for me? Is there a return or cancellation policy?

We believe CLEPro will revolutionize the way you handle probate; therefore we offer a money-back guarantee. If you are not completely satisfied with our product, we will refund the price of your current subscription, no questions asked.