MINNESOTA CLEWILLS ESTATE PLANNING DOCUMENT SYSTEM - ANNUAL SUBSCRIPTION
Automated Document System
ITEM #:  76000220
STANDARD PRICE
$695.00 / year
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

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

CLEWills 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 Wills Code provisions and optimized for clarity, flexibility, and ease of use. CLEWills takes away the tedious parts of estate planning, saving you time and money.

Special Features of the CLEWillsSM System

  • This system includes 14 forms including the Maritalized Will for Married Person with selection of three formulas for funding tax planning trusts, the Maritalized Revocable Trust for Married Person and a 2 Health Care Directives, one complex and one simpler. 
  • The forms used are the Minnesota CLE forms from the best-selling Drafting Wills and Trust Agreements Deskbook that attorneys have used for decades, including the helpful Comments found in the Drafting Wills and Trust Agreements Deskbook!
  • 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 CLEWills User's Manual

WILLS

  • Will for Single Person, with or without contingent trusts for children/grandchildren
  • Basic Will for Married Person
  • Contingent Trust Will for Married Person
  • Disclaimer Trust Will for Married Person
  • Maritalized Will for Married Person with selection of three formulas for funding tax planning trusts


TRUSTS

  • Revocable Trust for Single Person, with or without trusts for children/grandchildren
  • Revocable Trust for Married Person
    • 2.1 With or without contingent trusts for children/grandchildren
    • 2.2 With or without disclaimer provisions
  • Maritalized Revocable Trust for Married Person
    • 3.1 Selection of three formulas for funding tax planning trusts
    • 3.2 With or without contingent trusts for children/grandchildren
  • Joint Revocable Trust for Married Couple
    • 4.1 Tax planning via disclaimer
    • 4.2 Tax planning via formula


OTHER DOCUMENTS

  • Health Care Directive – Complex form with options (based on statutory form) as well as simpler form with fewer options. Includes HIPAA release
  • Statutory Short Form Power of Attorney
    Durable, nondurable, etc.
  • Common Law Power of Attorney
    Durable, nondurable, etc.
  • Certificate of Non-revocation of Power of Attorney
  • Revocation of Power of Attorney

Annual Subscription

Access to CLEWills is offered on an annual subscription basis, currently priced at $695 per year.

Monthly Subscription

Access to CLEWills is offered on a monthly subscription basis, currently priced at $65 per month.

Money-Back Guarantee

We believe that CLEWills will revolutionize the way you handle estate planning. 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, CLETrust and CLEWills? Do I need any special software? Will you send me a CD-ROM?

CLEPro, CLETrust 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, CLETrust or CLEWills, we suggest creating a folder for all of your CLEPro, CLETrust 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 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 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, CLETrust, 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, CLETrust or CLEWills subscription?

Yes. But volume discounts are available for firms with multiple attorneys.

Q.

Can my secretary or paralegal use my CLEPro, CLETrust 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, CLETrust or CLEWills is not the program for me? Is there a return or cancellation policy?

We believe CLEPro, CLETrust and CLEWills will revolutionize the way you handle probates, trusts 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:

  1. Subscription:

    Subscription options are on an annual or monthly renewal period. The subscription will become active on the date of the initial purchase and renew automatically at each subsequent renewal period. Annual subscriptions will renew annually one year after initial purchase, and on the same date each subsequent year. Monthly subscriptions will renew monthly at one month after initial purchase, and on the same date each subsequent month.

  2. Cancellation of the Subscription:

    You may cancel your subscription at any time by logging into your account, selecting Publications & eResources, and Manage Subscription. Your cancellation will be acknowledged by email, and the subscription will terminate at 11:59 p.m. on the day before the next scheduled subscription fee is charged.

  3. 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. CLEWills 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 CLEWills, except as permitted by the Copyright Act or other law. The compilation of all content in CLEWills is the exclusive property of Minnesota Continuing Legal Education and AbacusNext and is protected by U.S. and international copyright laws.

  4. Disclaimer and Limitation of Liability:

    1. Any information contained in the CLEWills 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 CLEWills 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.
    2. The materials reflect the viewpoints of their authors and do not necessarily express the opinions of Minnesota Continuing Legal Education.

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

    4. 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.

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

  6. 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
$695.00 / year
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
ADDITIONAL RECOMMENDATIONS FOR YOU (10 items):