There is GOLD in these documents! Easily give your prized estate plan clients professional quality living trusts and full document sets!
In an "Interview Session" with the newest Redfield Drafting Interview ("2021 Married Model") you design and the HotDocs® Market platform automatically assembles full set of 20 editable documents: revocable trust, pour over will, DPOA, HCD, deeds, instructions and more. No gaps! One set for husband; one for wife.
FEATURES AND INCLUSIONS: 1/26/2021
This 2021 edition consists of a single Minnesota-compliant "document drafting interview" which leads your creation and assembly of coordinated documents in an automatic "Assembly Session" after you finish 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. Create Minnesota "creditor-proof" (spendthrift) trusts for spouse and children.
Interview supports new and complete restatements of pre-existing revocable trust agreements, pour-over Wills and 18 other ancillary documents in total per session. More than 200 permutations of the "trustee succession".
"Client-Centricity" puts your focus on your clients It guides your 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." 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 "Answer File". At "Finish Line" Interview Session ends and the Assembly Session begins.
HotDocs ® finishes the Assembly Session; you download your Answer File 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."
SUBSCRIPTION PRICES AND INTERVIEW FEATURES ARE SUBJECT TO CHANGE WITHOUT NOTICE
2021 MN Married Model 1st Edition
30-day Free Trial Subscription
Redfield Systems offers a 30-day trial subscription for the 2021 MN Married Model 1st Edition product.
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Access to the product for the trial period.
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