There is GOLD in these documents! Give your clients a host of estate plan documents, including a highest quality living trust agreement.
1/15/21 Use a single "Interview Session" of the Redfield 1st Edition 2021 publication of the Redfield Drafting Interview sm ("Minnesota 2021 Married Model") on the HotDocs® Market platform.
FEATURES AND INCLUSIONS:
Redfield 1st Edition 2021 consists of a single Minnesota-compliant "document drafting interview" which supports the creation and assembly of coordinated documents in one automated "Assembly Session" after finishing the Interview Session.
Revocable living trust agreements can be self-trusteed, or have spouse, or one or more children as trustee or one or more other people as trustees. Use system to create Minnesota "creditor-proof" trusts for spouse and children.
Interview supports Complete Restatements of pre-existing revocable trust agreements, pour-over Wills and 18 other ancillary documents in total per interview. Interview offers more than 200 permutations of the "trustee succession".
"Client-Centricity" puts your focus on your clients by gathering necessary information by asking (requiring) normal questions.
"Continuous Orientation" lays helpful footnotes on various pages along the way to remind the User what earlier answers have been given.
Interview is responsive with points of divergence and convergence, depending on the previous answers.
Interview supports cases where the married couple has a child or children, minors or adults, or owns real estate, including family farms and small businesses. For farm families wishing to keep the farm in the family, there are some unique options to add special language to help keep the farm in the family. Interview presents the User with the various normal and necessary true/false questions, multiple choice questions and text fields.
Interview presents these questions one at a time along an easy sequence of well-marked "Milestones." So-called "required questions" are shown with a red font.
Interview proceeds to the "Finish Line" in a natural logical fashion and gathers your answers into a downloadable "AnswerFile". At "Finish Line" Interview Session ends and the Assembly Session begins.
HotDocs ® finishes the Assembly Session; you download your AnswerFile and your Document Set. With proper word processing application installed on your device you can edit and print documents.
Answers can be changed by "erasing" all incorrect answers to a "point of beginning" then proceed to enter correct answers. Documents assembled can be easily edited for use for same-sex couples with children provided the User simply edits the labels for "spouse" or "partner" or "life partner" etc. and pronouns in accordance with the User's clients' preferences. After downloading the first document set, the User can return to the interview and "flip" it with a single click to create the spouse's answers. The "one-click flipping process" swaps their names, genders, dates of birth and pronouns.
EXCLUSIONS. Redfield 1st Edition 2021 interview is not designed or intended for use for any couple who have ZERO children and expect none. It does not support restatements of "joint" trust agreements (those having two "Trustors" a/k/a "Settlors"). Interview does not support trustee succession paths with the attorney or a corporate trustee as initial trustee, co-trustee or successor trustee or any cases of a simultaneous trio of trustees. Interview is designed and intended for use for married couples with children. Interview not designed or intended for unmarried couples and is not intended for "remarriage situations" with multiple beneficiary sets: "his, hers and theirs."
REQUIREMENTS Internet access; a Windows® PC or laptop running Windows®10; Corel WordPerfect® is strongly recommended, but optional; Microsoft Word®, Adobe Acrobat® Pro and TechSmith SnagIt® are recommended but optional.
SUBSCRIPTION PRICES AND INTERVIEW FEATURES ARE SUBJECT TO CHANGE WITHOUT NOTICE