MINNESOTA CLETRUST DOCUMENT SYSTEM
Automated Document System
ITEM #:  76000116
STANDARD PRICE
$95.00
DISCOUNTS WILL BE APPLIED DURING CHECKOUT, IF APPLICABLE.

About CLETrust℠
Minnesota CLE, in conjunction with Hot Docs©, has developed this affordable and automated document assembly system to help Minnesota attorneys tackle any trust matter, large or small. Accessed via our website, CLETrust 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.

CLETrust can be used by subscribers to assemble forms one-by-one, or in caches according to your needs. 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, updated to include the new Minnesota Trust Code provisions and optimized for clarity, flexibility, and ease of use. CLETrust takes away the tedious parts of trust administration, saving you time and money.

Special Features of the CLETrust℠ System

  • This system includes more than 70 updated forms including Certificate of Trust, Trust Inventory, Trust’s Annual Account, Petition to Approve Appointment of Assets to Decant a Trust, Order to Terminate Trust, and Discharge Trustee with or without a Final Account.
  • The forms used are very same time-tested Minnesota CLE forms that attorneys have used for decades, updated to include the new Minnesota Trust Code provisions!
  • 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 CLETrust User's Manual

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

T-001 Notice and Order for Hearing Pursuant to Minn. Stat. § 501C.0203
T-002 Appearance and Waiver of Rights Under Service Members Civil Relief Act
T-003 Waiver of Notice by Publication
T-004 Waiver of Notice and Hearing by Qualified Beneficiary and Trustee
T-005 Notice of Filing Order
T-006 Affidavit of Service Notice and Order for Hearing
T-007 Affidavit of Mailing Annual Account
T-009 Affidavit of [Name of Attorney] for Attorney Fees
T-010 Appointment of Successor Trustee and Resignation of Trustee
T-011 Acceptance of Appointment of Successor Individual Trustee
T-012 Acceptance of Appointment of Court Appointed Trustee and Oath by Individual
T-013 Acceptance of Appointment of Court Appointed Trustee and Oath by Corporation
T-016 Petition for Order Confirming Appointment of Trustee Pursuant to Minn. Stat. § 501C.0205
T-017 Order Confirming Appointment of Trustee Pursuant to Minn. Stat. § 501C.0205
T-020 Petition for Order Appointing Guardian ad Litem
T-021 Consent to Act as Guardian ad Litem and Oath
T-022 Order Appointing Guardian ad Litem
T-048 Trust Inventory
T-050 Trustee’s Annual Account
T-051 Individual Trustee Verification
T-052 Corporate Trustee Verification
T-053 Approval of Accounts and Release of Trustee
T-060 Notice of Crummey Withdrawal Rights
T-061 Cover Letter Termination of Trust
T-062 Opinion of Trust Counsel: Mortgage Deed and Trust on Trust Property
T-064 Receipt of Assets by Distributee and Release
T-065 Consent to Petition to ________ and Waiver of Notice of Time and Place for Hearing
T-066 Consent to Final Account and Waiver of Notice and Hearing
T-068 Attorney Acknowledgement
T-100 Petition for _____ Pursuant to Minn. Stat. § 501C.0202
T-102 Order for _____________________ Pursuant to Minn. Stat. § 501C.0202
T-105 Petition to Allow Account Dated _____ Pursuant to Minn. Stat. § 501C.0202
T-107 Order Allowing Account Dated _____ Pursuant to Minn. Stat. § 501C.0202
T-110 Petition to Allow Trustee’s Annual Accounts Pursuant to Minn. Stat. § 501C.0202
T-112 Order Allowing Trustee’s Annual Accounts Pursuant to Minn. Stat. § 501C.0202
T-113 Petition to Terminate Trust and Discharge Trustee Without Approval of Final Account
T-114 Order Terminating Trust and Discharging Trustee Without Approving Final Account
T-120 Petition to Terminate Trust, Discharge and Release Trustee, and Approve Final Account
T-121 Order Terminating Trust, Discharging and Releasing Trustee, and Approval of Final Account and Decree
T-124 Petition to Remove/Accept Resignation of Trustee, Allow Accounts Discharge of Trustee, and for Appointment of Successor Trustee Pursuant to Minn. Stat. § 501C.0202
T-125 Order Removing/Accepting the Resignation of Trustee, Allowing Accounts, Discharging Trustee, and Appointing Successor Trustee Pursuant to Minn. Stat. § 501C.0202
T-126 Petition to Remove/Accept The Resignation of Trustee, and for Appointment Of Successor Trustee Pursuant to Minn. Stat. § 501C.0202
T-127 Order Removing/Accepting the Resignation of Trustee, and Appointing Successor Trustee Pursuant to Minn. Stat. § 501C.0202
T-200 Petition to _____ Pursuant to Minn. Stat. § 501B.31
T-201 Notice and Order for Hearing Pursuant to Minn. Stat. § 501B.31
T-202 Order for _______ Pursuant to Minn. Stat. § 501B.31
T-210 Petition to Sell, Mortgage or Lease Real Property
T-211 Notice and Order for Hearing
T-212 Order to Sell, Mortgage or Lease Real Property
T-220 Petition by Owner of Interests in Real Property to Sell, Mortgage, or Lease Property Pursuant to Minn. Stat. § 501B.47
T-221 Consent to Sell, Mortgage or Lease Real Property Pursuant to Minn. Stat. § 501B.47
T-222 Notice and Order for Hearing Pursuant to Minn. Stat. § 501B.47
T-223 Order to Sell, Mortgage, or Lease Real Property and Appointing Receiver Pursuant to Minn. Stat. § 501B.47 & 501B.51
T-224 Acceptance of Appointment by Receiver
T-225 Report by Receiver Pursuant to Minn. Stat. § 501B.51(2)(b)
T-226 Notice and Order for Hearing to Confirm Agreement Pursuant to Minn. Stat. § 501B.53
T-227 Order Confirming the Agreement to Sell, Mortgage, or Lease Property Pursuant to Minn. Stat. § 501B.53
T-230 Petition to Terminate Trust and Discharge Trustee
T-231 Notice and Order for Hearing Pursuant to Minn. Stat. § 501B.31
T-232 Order Terminating Trust and Discharging Trustee
T-234 Petition to Substitute Charitable Beneficiary/Change Purpose of Trust
T-235 Order to Substitute Charitable Beneficiary/Change Purpose of Trust
T-300 Certificate of Trust
T-304 Affidavit of Trustee (Inter Vivos Trust)
T-305 Affidavit of Trustee (Testamentary Trust)
T-306 Affidavit of Trustee (Business Entity Trustee)
T-307 Affidavit of Custodian
T-311 Quit Claim Deed: Individual to Trustee
T-312 Trustee Deed: Individual Trustees to Individual(s)
T-315 Deed of Sale: By Business Entity Trustee to Individuals
T-320 Consent of Spouse: Trustee’s Dead of Sale
T-400 Petition to Approve Appointment of Assets
T-401 Exercise of Power to Appoint Assets
T-404 Order Approving Appointment of Assets
T-405 Non-Judicial Settlement Agreement
T-406 Modification of Trust by Consent
T-407 Termination of Trust by Consent

Annual Subscription

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

Money-Back Guarantee

We believe that CLETrust℠ 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. CLETrust 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 CLETrust, except as permitted by the Copyright Act or other law. The compilation of all content in CLETrust 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 CLETrust 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 CLETrust 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 CLETrust. 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 CLETrust 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.
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