This product has been discontinued.
About CLETrustSM
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 CLETrustSM System
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 $195 per year.
Monthly Subscription
Access to CLETrust is offered on a monthly subscription basis, currently priced at $22 per month.
Money-Back Guarantee
We believe that CLETrust will revolutionize the way you handle trust management. If you are not fully satisfied with our product, we will refund the price of your current subscription, no questions asked.
For PCs:
For MACs:
Q.
How can I create a companion document for the Spouse in CLEWills?
If you saved your answer file, go back into the Hot Docs interview using that answer file and switch the client and the spouse in your answer file. That way, when you generate the documents again, you will get a document with the same provisions for the other spouse.
Note: The attorneys who helped design this program said they usually just use Hot Docs to draft the documents for one of the spouses. They go through them and make any edits or other customizations that they need to make for that spouse. Then they Save As and create a companion document for the spouse using find and replace. Here is their process for using find and replace (Ctrl-H in Word):
To state the obvious, be careful using gender-specific pronouns in any custom provisions you draft – instead of saying “my spouse, if she survives me,” say “my spouse, if my spouse survives me.” We have tried to do that consistently throughout the forms, but we can’t control for custom drafting.
Q.
Is it possible to get no Marital or Family Trust to appear in a Chapter 12 Trust in CLEWills?
Yes. This occurs when the following selections are made in the ALLOCATION OF REMAINING TRUST ASSETS INFORMATION section:
In this situation the Disclaimer Trust will come first in the Trusts section. The Single Trust for Children will follow, but no Marital Trust or Family Trust will be created. So it is possible in a Chapter 12 Trust to get no Marital Trust. If the user does not see a screen entitled MARITAL TRUST INFORMATION and/or FAMILY TRUST INFORMATION, then those trusts won't merge.
Q.
What are the system requirements for CLEPro and CLEWills? Do I need any special software? Will you send me a CD-ROM?
CLEPro and CLEWills Automated Document Systems require an Internet connection and the Edge, Internet Explorer, Firefox, or Google Chrome browser. (It will not work with Safari.) Because the system is browser-based, and accessed through a portal on our website, you do not download or receive any software. Completed forms can be edited using various word processing programs. After your documents are generated, you may download them to your device as an editable document.
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 CLEWills, we suggest creating a folder for all of your CLEPro or CLEWills 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 CLEPro and CLEWills 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 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 Forms." 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. RobertBSmith.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 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 soon as possible; 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 contain an error, please do not hesitate to call us at 800-759-8840 or email your comments to customerservice@minncle.org.
Q.
Form attachments are cumbersome. Are they used in this system?
Form flexibility is integrated with the interview process. CLEPro and CLEWills forms are flexible and expand to capture all needed information (such as multiple interested parties) without resorting to attachments.
Q.
Does each attorney in my firm need their own CLEPro or CLEWills subscription?
Yes. But volume discounts are available for firms with multiple attorneys.
Q.
May my secretary or paralegal use my CLEPro or CLEWills subscription?
Yes. Support staff may use an attorney's Automated Document System subscription so long as they do so under the subscribing attorney's supervision.
Q.
What do I do if I decide that CLE Pro or CLEWills is not the program for me? Is there a return or cancellation policy?
We believe CLEPro and CLEWills will revolutionize the way you handle probates and estate planning; 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:
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.
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.
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.
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.
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.
