MINNESOTA CLEPRO PROBATE DOCUMENT SYSTEM
Automated Document System
ITEM #:  7600000801
STANDARD PRICE
$95.00
DISCOUNTS WILL BE APPLIED DURING CHECKOUT, IF APPLICABLE.

About CLEPro℠
Minnesota CLE, in conjunction with Hot Docs©, has developed this affordable and automated document assembly system to help Minnesota attorneys tackle any probate matter, large or small. Accessed via our website, CLEPro requires no software. We maintain and update the system; meaning that the only data saved to your computer are the most important, not to mention private – your clients’ information.

CLEPro can be used by subscribers to assemble forms one-by-one, or in caches according to probate types (formal, informal, etc.). Our website “interviews” you to gain the data it needs, and forms appear – at the touch of a button – when the relevant questions are answered. The answers are saved to a single location – your computer. The end results are the very same time-tested Minnesota CLE forms that attorneys have used for decades, optimized for clarity, flexibility, and ease of use. CLEPro takes away the tedious parts of probate, saving you time and money.

Special Features of the CLEPro℠ System

  • This system includes more than 250 updated forms including informal, formal, general use forms, inventory, final account, and more!
  • The forms used are the ones you’ve used for years…the forms the judges and registrars know!
  • The forms are flexible…they expand to capture all information without using attachments!
  • Not only do these forms automatically fill in…they automatically calculate, too!
  • There is no software for you to install! Simply access the system through our website. When we make system updates or add new forms, they will be available to you instantly. You won’t be bothered with installation and update CDs!
  • Your answer files and assembled documents are saved to your own computer. You can access completed documents from your own computer with your own word processor.
View CLEPro User's Manual

Click on the form number to see a blank sample of that form.

099 SERIES: General Forms

P-001 Acceptance Of Appointment As Personal Representative And Oath By Individual
P-002 Acceptance Of Appointment As Personal Representative And Oath By Corporation
P-005 Nomination Of Personal Representative And Renunciation Of Priority For Appointment
P-006 Renunciation Of Priority For Appointment And Right To Nominate Personal Representative
P-007 Petition Objecting To Appointment Of Personal Representative
P-010 Letters Testamentary / Of General Administration
P-011 Successor Letters Testamentary / Of General Administration
P-012 Application/Petition For Amended Letters Of General Administration/Testamentary (To Correct Date Of Death/To Add Or Correct A Name)
P-013 Order For Amended Letters
P-015 Affidavit Of Mailing Order Or Notice
P-016 Notice To Spouse And Children And Affidavit Of Mailing
P-017 Proof Of Personal Service Of Order Or Notice
P-018 Affidavit Of Publication
P-020 Confidential Information Form (MGRP Form 11.1)
P-021 Sealed Financial Source (MGRP Form 11.2)
P-025 Petition For Removal Of Demand For Notice
P-026 Order Removing Demand For Notice
P-030 Petition For Formal Proceedings To ________
P-031 Notice And Order Of Hearing On Petition For Formal Proceedings To ________
P-032 Order For ________
P-034 Verification Under Oath
P-040 Petition For Order Appointing Guardian Ad Litem
P-041 Consent To Act As Guardian Ad Litem
P-042 Order Appointing Guardian Ad Litem
P-050 Petition To Stay, Dismiss, Or Amend Formal Proceedings (Conflicting Claims Of Domicile)
P-051 Order Setting Hearing On Petition To Stay, Dismiss Or Amend Formal Proceedings (Conflicting Claims Of Domicile)
P-052 Order For Continuation Of Hearing
P-060 Affidavit In Support Of Search Of Decedent-Lessee’s Safe Deposit Box
P-062 Testimony Of Witness To Will / Codicil
P-070 Demand For Bond By Interested Person
P-071 Order For Excusing Or Requiring Bond After Demand
P-072 Bond Of Personal Representative Corporate Surety
P-073 Bond Of Personal Representative Personal Surety(ies)
P-074 Request For Waiver Of Bond
P-075 Petition To / Excuse Bond / Increase Bond / Reduce Bond
P-076 Order To / Excuse Bond / Increase Bond / Reduce Bond
P-080 Demand For Jury Trial In Formal Proceedings
P-081 Petition Requesting Jury Trial
P-082 Petition For Order Appointing Appraisers
P-083 Order Appointing Appraisers
P-084 Disclaimer (Probate)
P-085 Disclaimer (Non-Probate)
P-086 Affidavit Of Domicile
P-087 Irrevocable (Stock) (Bond) Power
P-088A Affidavit Of Identity And Survivorship
P-088B Affidavit Of Identity And Survivorship For Transfer On Death Deed
P-089 Testimony Of Heirship
P-090 Application For Certificate Of Clearance For Medical Assistance Claim
P-090B Application For Certificate Of Clearance For Medical Assistance Claim (Transfer on Death Deed)
P-091 Certificate Of Clearance For Medical Assistance Claim
P-091B Certificate Of Clearance For Medical Assistance Claim (Transfer on Death Deed)
P-092 Certificate Of Consent To An Early Distribution Of Assets Pursuant To Minn. Stat. § 524.3-801(D)(6)
P-093 Notice To Commissioner Of Human Services Regarding Possible Claims Under Minn. Stat. §§ 246.53, 256B.25, 256D.16 Or 261.04
P-094 Affidavit Of Service Of Notice To Commissioner Of Human Services Regarding Possible Claims Under Minn. Stat. §§ 246.53, 256B.15, 256D.16 Or 261.04
P-095 Amendment To Notice To Commissioner Of Human Services Regarding Possible Claims Under Minn. Stat. §§ 246.53, 256B.25, 256D.16 Or 261.04 Prior To Closing Of Estate
P-096 Affidavit Of Service Of Amendment To Notice To Commissioner Of Human Services Regarding Possible Claims Under Minn. Stat. §§ 246.53, 256B.15, 256D.16 Or 261.04 Prior To Closing Of Estate
P-097 Amendment To Notice To Commissioner Of Human Services Regarding Possible Claims Under Minn. Stat. §§ 246.53, 256B.25, 256D.16 Or 261.04 After Closing Of Estate
P-098 Affidavit Of Service Of Amendment To Notice To Commissioner Of Human Services Regarding Possible Claims Under Minn. Stat. §§ 246.53, 256B.15, 256D.16 Or 261.04 After Closing Of Estate


100 SERIES: Informal Probate

P-100 Application For Informal Probate Of Will And For Informal Appointment Of Personal Representative
P-101 Application for Informal Probate of Will
P-102 Application For Informal Appointment Of Personal Representative (Testate – Split Proceeding)
P-103 Application For Informal Appointment Of Personal Representative (Intestate)
P-105 Application For Informal Appointment Of Successor Personal Representative
P-110 Statement Of Informal Probate Of Will And Order Of Informal Appointment Of Personal Representative
P-111 Statement Of Informal Probate Of Will
P-112 Order Of Informal Appointment Of Personal Representative (Testate – Split Proceeding)
P-113 Order Of Informal Appointment Of Personal Representative (Intestate)
P-115 Order For Informal Appointment Of Successor Personal Representative
P-117 Declination Of Application For Informal Appointment Of Personal Representative And/Or Informal Probate
P-120 Notice Of Informal Probate Of Will And Appointment Of Personal Representative And Notice To Creditors
P-121 Notice Of Informal Probate Of Will
P-122 Notice Of Informal Appointment Of Personal Representative, Notice And Order Of Hearing For Formal Probate Of Will And Notice To Creditors
P-123 Notice Of Informal Appointment Of Personal Representative And Notice To Creditors (Intestate)
P-124 Notice Of Informal Appointment Of Personal Representative, Notice Of Hearing For Formal Adjudication Of Intestacy, Determination Of Heirship And Notice To Creditors
P-145 Application To Registrar For Determination
P-146 Registrar’s Determination


200 SERIES: Formal Probate

P-200 Petition For Formal Probate Of Will And For Formal Appointment Of Personal Representative
P-201 Petition For Formal Probate Of Will And Confirming Appointment Of Personal Representative
P-203 Petition For Formal Probate Of Will Previously Probated Informally And For Formal Appointment Of Personal Representative
P-204 Petition For Formal Probate Of Will Previously Probated Informally
P-205 Petition For Formal Adjudication Of Intestacy, Determination Of Heirs And Appointment Of Personal Representative
P-206 Petition For Formal Adjudication Of Intestacy And Determination Of Heirs
P-208 Petition For Formal Appointment Of Successor Personal Representative
P-209 Petition For Formal Probate Of Will, Determination Of Partial Testacy, Determination Of Heirs, And For Formal Appointment Of Personal Representative
P-217 Petition For Formal Adjudication Of Intestacy And Determination Of Heirs And Confirmation Of Previously Informally Appointed Personal Representative Or Appointment Of Successor Personal Representative
P-220 Notice And Order Of Hearing On Petition For Probate Of Will And Appointment Of Personal Representative And Notice To Creditors
P-221 Notice And Order Of Hearing On Petition For Probate Of Will
P-224 Notice And Order Of Hearing On Petition For Probate Of Will Previously Probated Informally
P-225 Notice And Order Of Hearing On Petition For Formal Adjudication Of Intestacy, Determination Of Heirship, Appointment Of Personal Representative And Notice To Creditors
P-226 Notice And Order Of Hearing On Petition For Formal Adjudication Of Intestacy And Determination Of Heirship
P-227 Notice And Order Of Hearing On Petition For Formal Adjudication Of Intestacy And Determination Of Heirs And Confirmation Of Previously Informally Appointed Personal Representative Or Appointment Of Successor Personal Representative
P-228 Notice And Order Of Hearing On Petition For Appointment Of Successor Personal Representative
P-229 Notice And Order Of Hearing On Petition For Probate Of Will, Determination Of Partial Testacy, Determination Of Heirs, And Appointment Of Personal Representative
P-230 Order Of Formal Probate Of Will And Formal Appointment Of Personal Representative
P-231 Order Of Formal Probate Of Will
P-233 Order Of Formal Probate Of Will Previously Probated Informally And Formal Appointment Of Personal Representative
P-234 Order Of Formal Probate Of Will Previously Probated Informally
P-235 Order Of Formal Adjudication Of Intestacy, Determination Of Heirs, And Formal Appointment Of Personal Representative
P-236 Order Of Formal Adjudication Of Intestacy And Determination Of Heirs
P-237 Order Of Formal Adjudication Of Intestacy And Determination Of Heirs And Confirmation of Previously Informally Appointed Personal Representative Or Appointment Of Successor Personal Representative
P-238 Order Of Formal Appointment Of Successor Personal Representative
P-239 Order Of Formal Probate Of Will, Determination Of Partial Testacy, Determination Of Heirs, And Appointment Of Personal Representative
P-270 Statement Of Contents Of Lost, Destroyed, Or Otherwise Unavailable Will
P-271 Petition For Commission To Take Deposition Of Witness To Will
P-272 Commission To Take Deposition Of Witness To Will
P-273 Affidavit Identifying Signature Of Testator (Witness Not Available)
P-280 Petition To Set Aside Informal Probate Of Will
P-281 Order Setting Aside Informal Probate Of Will
P-282 Objection To Formal Probate Of Will
P-283 Order Denying Probate Of Will
P-285 Petition For Modification Of Prior Order
P-286 Order Modifying Prior Order
P-287 Petition For Vacation Of Prior Order
P-288 Order Vacating Prior Order


300 SERIES: Interim and Partial Distribution Forms

P-301 Petition For Interim Order
P-302 Interim Order For __________
P-305 Petition For Protective Order For Investment Of Minor's Funds
P-306 Protective Order For Investment Of Minor's Funds
P-307 Acknowledgement Of Notice And Consent: Minor's Funds
P-321 Petition For Interim Order For Partial Distribution
P-322 Interim Order For Partial Distribution
P-331 Petition For Interim Order Approving Partial Distribution Previously Made
P-332 Interim Order Approving Partial Distribution Previously Made
P-335 Consent To Sale Of Decedent’s Property To Personal Representative Or To Person/Entity Related To Personal Representative
P-335NEW Petition For Order Approving Sale Of Property To Personal Representative Or Person/Entity Related To Personal Representative
P-336 Notice And Order Of Hearing On Petition For Order Approving Sale Of Property To Personal Representative Or To Person/Entity Related To Personal Representative
P-337 Order Approving Sale Of Property To Personal Representative Or Person/Entity Related To Personal Representative


400 SERIES: Special Administration and Personal Representative

P-400 Application For Informal Appointment Of Special Administrator
P-401 Order Of Informal Appointment Of Special Administrator
P-405 Petition For Formal Appointment Of Special Administrator
P-406 Order Of Formal Appointment Of Special Administrator
P-410 Letters Of Special Administration
P-412 Acceptance Of Appointment As Special Administrator And Oath By Individual
P-414 Acceptance Of Appointment As Special Administrator By Corporation
P-420 Inventory In Special Administration
P-425 Final Account In Special Administration Original Amended Supplemental
P-430 Demand By Personal Representative For Delivery Of Property
P-440 Notice Of Intent To Resign
P-441 Resignation Of Personal Representative
P-442 Delivery To And Receipt By Successor Personal Representative
P-450 Petition For Order Restraining Personal Representative
P-460 Petition For Removal Of Personal Representative
P-461 Order Removing Personal Representative


500 SERIES: Claims and Elections

P-500 Supplementary Notice To Known And Identified Creditors
P-501 Demand For Notice
P-502 Withdrawal Of Demand For Notice
P-503 Notice Of Intention To File Document After Demand For Notice
P-504 Waiver Of Notice
P-505 Limited Waiver Of Notice
P-506 Petition For Removal Of Demand For Notice
P-507 Order Removing Demand For Notice
P-508 Written Statement Of Claim
P-509 Notice Of Claim Made In Proceeding Against Decedent Before Death
P-510 Notice Of Allowance Of Claim
P-511 Notice Of Allowance Of Claim By Judgment Entered In Another Court
P-512 Notice Of Disallowance Or Partial Allowance Of Claim
P-514 Change Of Decision Concerning Claim
P-515 Consent And Waiver Of Defense Of Statute Of Limitations
P-517 Consent To Extension Of Time To Claimant
P-518 Claimant’s Petition For Order Extending Time
P-519 Order Extending Time To Claimant
P-524 Claimant’s Petition For Allowance Of Claim Previously Disallowed
P-526 Order For Allowance Of Claim Previously Disallowed
P-530 Petition To Present And Allow A Late Claim
P-531 Notice And Order For Hearing On Claim
P-532 Order Allowing Late Claim
P-534 Personal Representative’s Petition For Late Disallowance Of Claim
P-536 Order Authorizing Late Disallowance Of Claim
P-540 Petition For Order Directing Personal Representative To Pay Claim
P-542 Order Directing Personal Representative To Pay Claim
P-545 Satisfaction Of Claim And Withdrawal Of Demand For Notice
P-550 Notice Of Statutory Selection
P-554 Petition To Award Property With Sentimental Value
P-555 Order Awarding Property With Sentimental Value
P-556 Petition To Allow Selection Of Personal Property
P-557 Order Allowing Selection Of Personal Property
P-560 Petition For Family Maintenance
P-562 Order For Family Maintenance
P-564 Petition For Elective Share Of Augmented Estate
P-565 Notice And Order Of Hearing On Petition For Elective Share Of Augmented Estate
P-566 Order Granting Elective Share Of Augmented Estate
P-567 Petition For Election Of Homestead Rights
P-568 Notice And Order Of Hearing On Petition For Election Of Homestead Rights
P-569 Order Granting Election Of Homestead Rights


600 SERIES: Inventory and Closing

P-600 Inventory
P-601 Affidavit Of Appraiser
P-605 Final Account
P-606 Consent To Final Account, Distribution Of Estate And Waiver Of Notice And Hearing
P-610 Petition To Allow Final Account, Settle And Distribute Estate
P-611 Notice And Order For Hearing On Petition For Formal Settlement Of Estate
P-612 Order Allowing Account
P-613 Order Allowing Final Account And Settling Estate And Decree Of Distribution
P-614 Order Allowing Final Account And Settling Estate And Order Of Distribution
P-615 Receipt For Assets By Distributee
P-616 Petition To Formally Adjudicate Intestacy, Determine Heirship, Confirm Appointment And Acts Of Personal Representative Previously Appointed Informally, Allow Final Account, Settle And Distribute Estate
P-617 Notice And Order Of Hearing On Petition To Formally Adjudicate Intestacy, Determine Heirship, Confirm Appointment And Acts Of Personal Representative Previously Appointed Informally, Allow Final Account, Settle And Distribute Estate
P-618 Order Formally Adjudicating Intestacy, Determining Heirship, Confirming Appointment And Acts Of Personal Representative, Allowing Final Account, Settling And Distributing Estate
P-620 Proposal For Distribution
P-621 Waiver By Distributee Of Right To Object To Proposed Distribution
P-622 Objection To Proposed Distribution
P-624 Consent To Sale
P-625 Objection To Final Account And Petition To Settle Estate
P-627 Petition To Formally Probate Will Previously Probated Informally, Confirm Appointment And Acts Of Personal Representative Previously Appointed Informally, Allow Final Account, Settle And Distribute Estate
P-628 Notice And Order For Hearing On Petition To Formally Probate Will Previously Probated Informally, Confirm Appointment And Acts Of Personal Representative Previously Appointed Informally, Allow Final Account, Settle And Distribute Estate
P-629 Order Formally Probating Will Previously Probated Informally, Confirming Appointment And Acts Of Personal Representative, Allowing Final Account, Settling And Distributing Estate
P-630 Petition For Order Apportioning Estate Taxes
P-631 Order Apportioning Estate Taxes
P-634 Demand For Qualification Of Trustee
P-635 Order Requiring Qualification Of Trustee
P-636 Petition For Order Directing Deposit Of Distributive Share With County Treasurer
P-637 Order Directing Deposit Of Distributive Share With County Treasurer
P-638 Petition For Order Directing County Auditor To Authorize Distribution Of Funds
P-639 Order Directing County Auditor To Authorize Distribution Of Funds
P-640 Petition For Discharge Of Personal Representative
P-642 Order Discharging Personal Representative
P-644 Petition For Extension Of Time For Settlement Of Estate
P-646 Order And Citation To Settle And Close Estate
P-648 Order Extending Time For Settlement Of Estate
P-660 Petition For Determination Of Descent Of Omitted Property
P-661 Decree Of Descent Of Omitted Property
P-665 Petition For Determination Of Descent Of Incorrectly Described Property
P-666 Decree Of Descent Of Incorrectly Described Property
P-670 Petition For Determination Of Descent
P-671 Notice And Order For Hearing On Petition For Descent Of Property
P-672 Notice And Order For Hearing On Petition For Descent Of Property (Multiple Decedents)
P-673 Decree Of Descent
P-680 Affidavit For Collection Of Personal Property
P-682 Unsupervised Personal Representative’s Statement To Close
P-684 Application For Certificate From Registrar
P-686 Certificate Of Registrar
P-688 Small Estate: Closing By Sworn Statement Of Personal Representative


700 SERIES: Real Estate Deeds

P-701 Deed Of Distribution By Individual Personal Representative
P-702 Deed Of Distribution By Business Entity Personal Representative
P-703 Deed Of Sale By Individual Personal Representative To Individual(s)
P-704 Deed Of Sale By Individual Personal Representative To Joint Tenants
P-705 Deed Of Sale By Individual Personal Representative Deed: To Business Entity
P-706 Deed Of Sale By Business Entity Personal Representative To Individuals
P-707 Deed Of Sale By Business Entity Personal Representative To Joint Tenants
P-708 Deed Of Sale By Business Entity Personal Representative Deed To Business Entity
P-709 Consent Of Spouse


800 SERIES: Summary Procedure

P-800 Petition For Formal Summary Assignment Or Distribution And Formal Probate Of Will
P-802 Notice And Order Of Hearing On Petition For Summary Assignment Or Distribution And For Formal Probate Of Will
P-805 Request For Waiver Of Bond For Summary Assignment Or Distribution
P-807 Bond In Summary Proceedings – Corporate Surety
P-810 Decree Of Summary Assignment Or Distribution And Formal Probate Of Will
P-812 Receipt For Assets Under Summary Assignment Or Distribution


900 SERIES: Ancillary Proceeding

P-900 Foreign Personal Representative’s Notice Of Intention To Exercise All Powers Of A Local Personal Representative As To Assets In Minnesota
P-902 Notice To Creditors: Foreign Personal Representative Acting In Minnesota
P-910 Application For Informal Probate Of Will And Appointment Of Personal Representative (Ancillary Proceeding)
P-912 Statement Of Informal Probate Of Will And Order Of Informal Appointment Of Personal Representative (Ancillary Proceeding)
P-914 Notice Of Informal Probate Of Will And Appointment Of Personal Representative And Notice To Creditors (Ancillary Proceeding)
P-920 Application For Informal Appointment Of Personal Representative (Intestate Ancillary Proceeding)
P-922 Order Of Informal Appointment Of Personal Representative (Intestate Ancillary Proceeding)
P-924 Notice Of Informal Appointment Of Personal Representative And Notice To Creditors (Intestate Ancillary Proceeding)
P-930 Petition For Formal Probate Of Will And For Formal Appointment Of Personal Representative (Ancillary Proceeding)
P-932 Notice And Order Of Hearing On Petition For Probate Of Will And Appointment Of Personal Representative And Notice To Creditors (Ancillary Proceeding)
P-934 Order For Formal Probate Of Will And Formal Appointment Of Personal Representative (Ancillary Proceeding)
P-940 Petition For Formal Adjudication Of Intestacy, Determination Of Heirs And Appointment Of Personal Representative (Ancillary Proceeding)
P-942 Notice And Order Of Hearing On Petition For Formal Adjudication Of Intestacy, Determination Of Heirship, Appointment Of Personal Representative And Notice To Creditors (Ancillary Proceeding)
P-944 Order Of Formal Adjudication Of Intestacy, Determination Of Heirs, And Appointment Of Personal Representative (Ancillary Proceeding)
P-950 Ancillary Letters Testamentary / Of General Administration

Annual Subscription

Access to CLEPro℠ is offered on an annual subscription basis, currently priced at $95 per year.

Money-Back Guarantee

We believe that CLEPro℠ will revolutionize the way you handle probate. If you are not fully satisfied with our product, we will refund the price of your current subscription, no questions asked.

For PCs:

  • This system can be used on PCs with Internet Explorer 6 or higher, Firefox, or Google Chrome.
  • To ensure correct formatting, we recommend using Microsoft Word to open assembled documents. Assembled documents can be downloaded to, or opened in, any word processor that can read .rtf files, however some of the document integrity and formatting may be lost.

For MACs:

  • This system can be used on MACs using Internet Explorer 6 or higher, as long as Microsoft Windows is installed.
  • To ensure correct formatting, we recommend using Microsoft Word to open assembled documents. Assembled documents can be downloaded to, or opened in, any word processor that can read .rtf files, however some of the document integrity and formatting may be lost.

Q.

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

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

Q.

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.)

Q.

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 or CLETrust, we suggest creating a folder for all of your CLEPro or CLETrust 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.

Q.

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.

Q.

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 CLETrust as intended.

Q.

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 trust, simply create an answer file containing only the attorney information. To do this, begin the system just like you would with a new trust and select "Begin using a new, empty answer file." Then select from the next menu "Single Forms." We suggest you select T-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 trust, after the Main Menu select "Use a HotDocs answer file from 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.

Q.

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.

Q.

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 800-759-8840.

Q.

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

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

Q.

What do I do if I decide that CLE Pro or CLETrust is not the program for me? Is there a return or cancellation policy?

We believe CLEPro and CLETrust will revolutionize the way you handle probates and trusts; 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.

I understand and agree to the following:

  1. The subscription period will extend for one year from the date you submit your credit card payment information. The subscription comes with a money-back guarantee. Your subscription will not automatically renew; we will email you a reminder notice to renew your subscription. The subscription is nontransferable.

  2. Minnesota Continuing Legal Education grants you a nonexclusive, nontransferable license to access, retrieve, view, and print the forms during your subscription period, to store them on your own computer system, and to use them only for purposes of your own law practice or legal study. The forms are for your personal use only. CLEPro contains copyrighted and other proprietary information. You may not in any way make commercial or other unauthorized use, by resale, or otherwise, of material obtained from CLEPro, except as permitted by the Copyright Act or other law. The compilation of all content in CLEPro is the exclusive property of Minnesota Continuing Legal Education and LexisNexis and is protected by U.S. and international copyright laws.

  3. Disclaimer and Limitation of Liability:

    Any information contained in the CLEPro materials is not legal advice. Non-lawyers should seek the advice of a licensed attorney in all legal matters. Users should assure themselves that the forms contained in CLEPro were current and applicable at the time of their original publication. Obviously, neither Minnesota Continuing Legal Education nor the form authors can warrant that the material will continue to be accurate, nor do they warrant it to have been completely free of errors when first published. Users should verify any statements before relying on them.

    The materials reflect the viewpoints of their authors and do not necessarily express the opinions of Minnesota Continuing Legal Education.

    Minnesota Continuing Legal Education makes no warranties, express or implied, concerning the materials contained in CLEPro. Minnesota Continuing Legal Education expressly disclaims all implied warranties of merchantability and of fitness for a particular purpose.

    Minnesota Continuing Legal Education does not warrant that this Website, its services, its servers, or e-mails sent from it are free of viruses or other harmful components. Under no circumstances shall Minnesota Continuing Legal Education be liable for any direct, indirect, incidental, special, punitive, or consequential damages that result in any way from your use of this site, or sites to which it links, or from reliance on or use of information, services, software, or merchandise provided on or through this site, or that result from deletion of files, delays in operation or transmission of data, or any failure of performance of the site.

  4. Minnesota Continuing Legal Education reserves the right to immediately terminate this Agreement and deny you access to CLEPro if you materially breach this Agreement, including but not limited to misuse or unauthorized distribution of the forms.

  5. This Agreement is governed by the laws of the state of Minnesota. If any provision of this Agreement, or its application, shall, at any time or to any extent, be invalid or unenforceable, the remainder of this Agreement shall not be affected thereby. Each other provision of this Agreement shall be valid and enforceable to the fullest extent permitted by law. Failure by Minnesota Continuing Legal Education to enforce any provision does not waive any further enforcement rights.

STANDARD PRICE
$95.00
DISCOUNTS WILL BE APPLIED DURING CHECKOUT, IF APPLICABLE.
ADDITIONAL RECOMMENDATIONS FOR YOU (10 items):