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Forms & Document Assembly Programs

1. Order Setting Date for Hearing amp Notice Motion for Hearing amp Change of Notice Order for Hearing amp Change of Notice Affidavit of Mailing Notice Renunciation of Right to Appoint and Nomination of Personal Representative Waiver of Bond Statement of Value and Income for Purposes of Bond Affidavit for Transfer Of Personal Property Without Probate Under Nebraska Probate Code Affidavit for Transfer of Decedents Motor Vehicle Petition For Formal Probate of Will Determination of Heirs And Appointment of Personal Representative Order Admitting Will To Formal Probate Determination Of Heirs And Appointment Of Personal Representative Notice Of Hearing On Probate And Appointment Of Personal Epresentative Probate Of Will Determination Of Heirs And Appointment Of Personal Representative Petition For Formal Adjudication Of Intestacy Determination Of Heirs And Appointment Of Personal Representative Order Of Intestacy Determination Of Heirs And Appointment Of Personal Representative Notice Of Hearing On Administration Adjudication Of Intestacy Determination Of Heirs And Appointment Of Personal Representative Application For Informal Probate Of Will And Informal Appointment Of Personal Representative Registrar s Statement Of Informal Probate Notice Of Informal Probate And Appointment Of Personal Representative And Notice To Creditors Notice Of Informal Probate And Appointment Of Personal Representative With
2. Probate Store Main Site Why bother spending time on the phone to order some more probate files By visiting our PSV Online Store you can purchase new units and be good to go within minutes at any time or the day Basha s Blog Basha Store Bahsa White Papers Estate Planning Product Resources Practice Management Sites AdvologixPM Amicus Credenza EPMSs for Time Matters OMS for Time Matters Time Matters Document Assembly Sites ContractExpress Exar HotDocs Nebraska PSV 5 1 of 2 12 14 2012 11 26 AM NebDocs Home Page 1 of 1 What is Document Automation Assembly NebDoc Document automation assembly at the most basic level is the creation of new complete documents from the combination of new and existing information Document Automation or Document Assembly saves time effort and money in the production of repetitive documents and forms A document assembly automation system is a computer program that is used to create templates When launched these templates ask questions and automatically create customized documents based on the answers given Document assembly overcomes the problems in ordinary work processing such as cutting pasting and reformatting You get a customized document with all the blanks filled in all the pronouns and verbs grammatically in place all the paragraphs properly placed and numbered everything complete and correct in a fraction of the time it would take you using a word
3. processing programs Because CLEPro is accessed through our website you will not receive any software 2 If 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 3 can t find the answer file 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 we suggest creating a folder for all of your CLEPro 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 10 know I made a mistake in an answer file how do 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 questio
4. processor With a document assembly system once templates are created you can increase your productivity many times while improving the quality of client services What is NebDocs NebDocs takes document assembly to the next level Not only does this program provide you the benefits of document assembly described above it provides you with Nebraska State Bar Association templates that can be implemented in your practice out of the box The documents provided in NebDocs have been created by the various substantive law sections of the Nebraska State Bar Association and will be reviewed periodically by these sections to ensure they are compliant with current Nebraska law Why use NebDocs Research indicates that creating documents from within a document assembly system is 50 to 80 quicker than standard creation Increased productivity and lower cost NebDocs templates prompt users to provide required information in a logical sequence The template then automatically marries answers to format and assembles the document NebDocs lets you use the word processing programs your staff is comfortable with Microsoft Word or Corel WordPerfect You may also save assembled documents as universally accepted PDF files Minimize errors Since each new document starts from a template it retains the properties of the template and doesn t allow the human error factor caused by repetitive typing to be introduced Sear
5. Help D amp amp Assemble EE Finding a Form below NebDocs 2010 Library 4 2010 NebDocs User Manual Properties Preview 2 Click Assemble The Dlattorney Setup A 8 Form Error Report Folder Properties An swer File dialo 2 48 NebDocs Support Web Page 42 Nebraska State Bar Association Website Title NebDocs 2010 Library box appears i 3J CaseMaker Free legal research providec 3 Select the type of 49 NebDocs Email Report Description NebDocs is a library of templates related to the practice of law in HHE Appellate Forms Nebraska These legal forms are created endorsed and copyrighted answer file needed 2 civil Practice Forms by The Nebraska State Bar Association then click OK Corporate Folder a H Divorce 4 If this 1S a NCW H Guardianship answer file then it is recommended that you save your answer HOPro Se HO Protective Order H Real Estate HOUCC Forms wills POAs H Workers Compensation Forms file first Go to File Save Answers or click on the Save Answers icon in the toolbar To save often simply click the icon or Ctrl S Note see About Answer Files section for more information Answer Files 5 Answer the dialog questions in the Interview Tab then click Next to advance to each new dialog 6 After the final dialog the End of Interview dialog identifies how many questions haven t been answered This dialog also provides options for working with the assembl
6. Proceed in Forma Pauperis DC 6 7 2 Protective Order Protective Order Info Domestic Abuse Form 19 9 Instructions Only Petition and Affidavit to Obtain Domestic Abuse Protection Order DC 19 8 NebDocs 2010 8 25 2010 Protection Order Praecipe DC 19 1 Request For Hearing Form 19 14 Real Estate Acknowledgement of Disclosures Broker Condos Condominiums and Housing Association Instructions Condo Action of Exec Board Condo Articles of Incorp For Profit Condo Articles of Incorp Non Profit Condo Bylaws NonProfit Condo Common Interest Community Addendum Condo Declaration Condo Org Consent For Profit Condo Quit claim Deed Party Wall Agreement Construction Lien Amendment to Construction Lien Construction Lien Construction Lien Waiver Demand To Institute Judicial Proceedings Notice of Commencement Notice of Lien Liability Notice of Recording Lien Release of Construction Lien Deeds Conservator s Deed Conservator s Joint Tenancy Deed Corporation Joint Tenancy Quitclaim Deed Corporation Quitclaim Deed Corporation Warranty Deed Corporation Joint Tenancy Warranty Deed Deed of Distribution By Personal Representative Joint Tenancy Quitclaim Deed Joint Tenancy Warranty Deed Partnership Joint Tenancy Quitclaim Deed Partnership Joint Tenancy Warranty Deed Partnership Quitclaim Deed Partnership Warranty Deed Personal Representative s Deed Pursuant To Court Order Personal Representative s Deed Version 1 Personal Representative s De
7. Statement Informal Application For Release Of Sureties Schedule Of Distribution Certificate Of Mailing Schedule Of Distribution Inheritance Tax Worksheet Application To Pay Tentative Inheritance Tax Order To Allow Payment Of Tentative Inheritance Tax Application To Release Tax Liens Order To Release Tax Liens Petition For Determination Of Inheritance Tax Order Determining And Assessing Inheritance Tax Order Determining No Inheritance Tax Due Voluntary Appearance And Waiver Of Notice Notice Of Hearing On Determination of Inheritance Tax Voluntary Appearance And Waiver Of Notice Of Interested Parties Voluntary Appearance Waiver Of Notice And Agreement To Pay Inheritance Tax Certificate Evidencing Payment Of County Inheritance Tax Order Appointing Acting County Attorney Affidavit Of Marital Status Notice Of Election Under Irc 6166 To Extend Time For Payment Of Estate Tax Attributable To Interest In A Closely Held Business Eligibility For Federal Estate Tax Deferral Under Irc 6166 Worksheet Election Under Irc 6324a Of Special Lien For Estate Tax Agreement Under Irc 6324a Discharge Of Fiduciary From Personal Liability Under Irc 2204 IRS How To Prepare Application For Certificate Of Subordination Of Federal Tax Lien IRS Application Under Irc 6325 C For Release Of Specific Property From Irc 6324 Estate Tax Lien Waiver Of Estate Tax Deduction For Administration Expenses Under Reg 1 642 G Petition Fo
8. chapter and section of the manual or by form number CUSTOMIZATION Probate System V goes beyond the typical document assembly system With Probate System V you have extensive customization options You can customize the pleading captions and signature blocks You can add electronic letterhead Each form itself can be customized so that your firm s version of a particular form is used in lieu of the shipping form In addition you can create your own custom pleadings letters and memos using the information in the client s estate file PRACTITIONER TOOLS Along with the forms come extensive practitioner tools to help you manage your estate file The system ships with a handy tool for summarizing the provisions of your client s will As you review your client s documents the will codicils trusts and separate writings you can take notes on each provision which will require action note the type of provision the section of the document the text of provision and the affected persons You can then print out a complete report organized by document type of provision and affected person The system also lets you inventory the assets of the estate and track distributions of those assets While estate tax forms and estate accounting are not currently supported the data gathered in the assets and distributions table can be used to simplify the estate tax preparation process PRICING The product will licensed on the basis of number of opened estate fi
9. does not have an equivalent system and all of our pleadings can be adjusted as local practice or custom determines The software and forms are sold as an annual subscription and are provided on a CD For more information on NebDocs please see the appendix NSBA Probate System V Features 1 of 2 Basha Systems 29 028 Home Nebraska Probate NSBA PSV Videos Contact Basha NSBA Probate System V Features MANAGEMENT OF CLIENT DATA Probate System V excels at managing your client specific data with a comprehensive and easy to use interface The system is organized around the probate or estate file Once you open a new file and assign it to an attorney assisting attorney and paralegal you then enter information about e the decedent and other information currently gathered on the Master Information List checklist e interested parties e testamentary documents including the will codicils and any separate writings having a bearing on the estate e estate assets and distributions This information need only be entered once However you can change or update this information at any time COMPREHENSIVE SET OF FORMS Probate System V includes over 225 forms and checklists Each form interview includes the complete reference text for such form found in the Probate IV manual Forms can be assembled in blank or with client specific data gathered during the file interview and document specific interviews You can access forms either by
10. is NOT required e Choose No Bond Required e Then Specify reason why no bond is required This is a sentence fragment that finishes the sentence No bond is required because Screenshot needed If a bond ts required Screenshot needed Information can be entered about the estimated value of real and personal property as well as income for the next twelve months Designating Personal Representative s or a Special Administrator These parts of the MILI allow you to indicate who has been named as a Personal Representative or a Special Administrator This is critical information since it will flow into many of the documents generated by the system Screenshot needed Publication and Public Notice This section allows you to indicate the date s of publication as well as the publication The value of being able to track these details in your system should be apparent Screenshot needed Ancillary Proceeding Interview If decedent owned property outside of the state you can indicate information about any ancillary proceedings Screenshot needed Safety Deposit Box Interview This interview allows you to enter the bank s where decent had safety deposit boxes and also indicate whether or not the contents have been inventoried Screenshot needed Insurance Interview This interview allows you to document whatever insurance policies were held by decedent and indicate to whom the benefits will be paid if not to the estate S
11. 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 CLEPro 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
12. on the file Once all this information is entered you can close this part of the system and move on to the interested party interviews This is where you will input client information into the MILI that will flow into your documents as you need them WHEN SHOULD I PURCHASE A NEW UNIT PROBATE FILE After you have purchased and created a probate file you can open and use that file as much as 2 you want In fact the more you open and use the probate files in PSV the more value the system will have for you This brings up the question When should I purchase a probate file When Seth Rowland trains people to use PSV he always says About one minute after the decedent s daughter has informed your office that her dad has died and they need to probate the will In other words from the very beginning of the Probate The ideal use of PSV would be something like this e Retrieve the will from the safe open the PSV Probate File and enter all the information necessary from the Will e Get the EIN from the IRS open your PSV Probate File and enter it in the EIN line e Get the financial papers from the daughter open the Assets dialog and enter them e Get the list of parties open the interested parties dialog and enter their information e Open the PSV file to get the phone numbers of two of your interested parties e Create the Probate petition In other words your PSV Probate File can act as a far more efficient subs
13. or later e Microsoft Word 2007 2003 XP 2000 or Corel WordPerfect X4 X3 12 11 10 9 or 8 WordPerfect X3 SP2 or WordPerfect X4 are the only versions of WordPerfect supported for use on Windows Vista Recommended Word Processors for NebDocs Back 1 of 1 12 14 2012 12 03 PM 2012 SUBSCRIPTION AGREEMENT INSTRUCTIONS FOR COMPLETION OF SUBSCRIPTION AGREEMENT 1 Complete Name and Address Information i 2 Indicate Size Of Your Law Firm and Check Box for Corresponding Annual Subscription Fee e O CS 3 Sign and Date Agreement 4 Read Date and Sign Agreement with NSBA Fill out additional users on Page 3 making appropriate copies as needed and adding 15 per computer 5 Mail Agreement to NSBA With Check Or Money Order NEBDOCS ANNUAL SUBSCRIPTION FEE SCHEDULE Lawyers EP O a O as Call NSBA O ss Office for LI 10 20 Pro rated L 2130 Pricing U 3o LIJ 41 50 402 475 7091 U sso L 6lormoe Name Member No of Lawyers in Firm Firm Name Address City State Zip Phone Email Annual Subscription Fee Sales Tax Attorneys Practicing in Nebraska Only Number of computers program to be installed ___ x 15 00 Total Amount Due Card Type _ Visa _ Mastercard _ American Express _ Discover _ Check Credit Card Number Exp Date Ver Code Please list all other users and the number of computers on the program will be run on page3 There is a 15 lice
14. provisions are abstracted a list of key categories and a dynamic list of interested parties who are affected by the provisions From this you are given a comprehensive report of provisions organized by document by category and by affected person You can access document abstracts from the estate file itself or from the template list 00 020 Master Information List 00 022 Testamentary Documents Abstracts 00 023 Parties Contact List 00 024 Parties Contact Detail MORE ON THE MASTER INFORMATION LIST The Master Information List is a key part of the system since this is where you enter all the client information that will flow into any document you generate through PS V document assembly The Master Information List or MIL also known as the MILLIE is similar to the one you are accustomed to using with the printed probate manual The main difference is that the MIL is now interactive and can be used to complete probate documents The MIL 1s also broken into two distinct parts e Basic Information concerns information about the decedent the decedent s family the court proceedings and appointments and the probate estate e Taxes and Expenses concerns the expenses of the estate and various itemized deductions and allowance that are included in the Nebraska Tax Inheritance Worksheet When one is beginning a probate it is not necessary to fill out all of the MIL dialogs but the user must be sure to fill out at least
15. AR PURPOSE IN NO EVENT WILL NSBA BE LIABLE TO ME OR ANY OTHER PERSON FOR ANY LOSS LIABILITY DAMAGE OR EXPENSE ARISING OUT OF OR IN CONNECTION WITH THIS AGREEMENT OR THE PERFORMANCE OR NON PERFORMANCE OF NSBA UNLESS SUCH LOSS LIABILITY DAMAGE OR EXPENSE SHALL BE DUE TO THE GROSS NEGLIGENCE OR WILLFUL MISCONDUCT OF NSBA IN NO EVENT SHALL NSBA BE LIABLE FOR INCIDENTAL INDIRECT SPECIAL EXEMPLARY OR CONSEQUENTIAL DAMAGES INCLUDING DAMAGES RESULTING FROM LOSS OF USE LOSS OF DATA LOSS OF PROFITS OR LOSS OF BUSINESS ARISING OUT OF OR IN CONNECTION TO THE PERFORMANCE OF NEBDOCS EVEN IF NSBA HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES I ACKNOWLEDGE THAT NSBA s SOLE OBLIGATION AND MY EXCLUSIVE REMEDY IN THE EVENT OF ANY MATERIALAND CONTINUING NON CONFORMITY DEFECT OR ERROR OF NEBDOCS SHALL BE TO TAKE REASONABLE CORRECTIVE ACTIONS UPON DISCOVERY OF THE PROBLEM NSBA DOES NOT WARRANT THAT NEBDOCS AND ANY LEGAL FORMS CONTAINED THEREIN WILL BE ERROR FREE IN NO EVENT SHALL NSBA s CUMULATIVE LIABILITY UNDER THIS AGREEMENT EXCEED THE TOTAL SUBSCRIPTION FEES PAID BY ME TO NSBA DURING THE PREVIOUS 12 MONTH PERIOD 5 I agree to indemnify and hold NSBA harmless from any claim loss or damage including legal fees and costs of settlement arising from the use or application in any way of legal forms provided by NSBA as part of NEBDOCS I understand that there are no claims promises representations or warranties of any nature express or implied with r
16. Forms and Document Assembly Programs By Kathryn Bellman Nebraska State Bar Association Holly Garland Langworthy Minnesota CLE Presented at ACLEA 49 Mid Year Meeting February 2 5 2013 Clearwater FL Kathryn Bellman Nebraska State Bar Association Lincoln NE Kathryn Bellman has been the Director of Continuing Legal Education for the Nebraska State Bar Association since January of 2001 and is responsible for both programming and publications She is a 1981 graduate of the University Of Nebraska College Of Law and she was admitted to practice in 1981 and practiced law in Lincoln Nebraska before joining the NSBA staff in 1988 She is also the Executive Editor of The Nebraska Lawyer magazine the monthly bar journal She is a member of the Nebraska State Bar Association ACLEA and the NABE Communications Section Holly Garland Langworthy Minnesota CLE St Paul MN Holly Garland Langworthy is the director of Publications at Minnesota CLE She has been in publications for 12 years and was a Program Attorney for 2 years prior to that Holly has been active as a presenter at ACLEA Conferences Chair of ACLEA s Best Awards Committee and Chair and committee member of the Marketing Awards Committee Prior to her great career in CLE Holly practiced intellectual property law She is married and has 2 kids Morgan 20 and Stone 15 NEBRASKA Continuing Legal Education SANPSHOT OF DOCUMENT ASSEMBLY SYSTEMS IN NEBRASKA NEBRASKA PROBA
17. Redo Cut Copy Paste Delete Select All Previous Page Next Page Go To Page Fit Page to Width Zoom In Zoom Out NebDocs Quick Start Guide Ctrl O Ctrl F4 Ctrl S Alt F4 Ctrl1 Z Ctrl Y Ctrl X or Shift Delete Ctrl C or Ctrl Insert Ctrl V or Shift Insert Del CtrlH A Alt PgUp Alt PgDn Ctrl G Ctrl H F10 F9 Keyboard Shortcuts and Keystroke for Symbols Keystrokes for Symbols v Oe ee Alt 0186 Alt 0162 Alt 0163 Alt 0167 Alt 0169 Alt 0174 Alt 0182 Alt 0188 Alt 0189 Alt 0190 Alt 0153 Alt 0137 10 01 2010 NebDocs is a library of templates related to the practice of law in Nebraska These forms are AA NebDocs updated August 2010 copyrighted by NSBA with the exception of any forms created by the Nebraska Supreme Court the Administrative Office of the Courts and Probation and the Nebraska Supreme Court Implementation Committee on Pro Se Litigation The NSBA gratefully acknowledges the work of the Supreme Court Implementation Committee on Pro Se Litigation for the forms in the Pro Se Folder Appellate Forms 30 Day Extension of Brief Motion Example Only 30 Day Extension of Brief Motion Motion to Dismiss Example Only Motion To Dismiss Request for Confidential Record Example Only Sample Brief Cover Sheet Example Only Sample Brief Table of Authorities Example Only Sample Syllabus of Brief Example Only Stipulation for Extension of Brief Example On
18. TE SYSTEM V By Kathryn Bellman Director of Continuing Legal Education Nebraska State Bar Association Nebraska Probate System V was developed in 2005 2006 in cooperation with Basha Systems LLC We created a comprehensive document assembly system out of our probate form book and provided a tool for twenty first century lawyers who have come to appreciate document assembly for its efficiency its ability to track and store information electronically and its ease of use BASICS At its most basic a document assembly system provides a series of templates coupled with a document assembly software such as Hotdocs to drive the delivery of the client information to the template which is then output as a Word document Probate System V was originally built on Ghostfill software but we have switched to Hotdocs as the underlying assembly engine Document Assembly software assembles documents based on the client information provided in the master information file or interview Hotdocs allows us to create interviews that guide the user through the creation of probate filings and related documents Once the questions have been answered Hotdocs inserts your answers into the selected form and assembles a final document NSBA Probate System V consists of several applications which lie like skins over the Hotdocs platform and contain the interviews and templates Having the Hotdocs software on your computer will not interfere with any other program on yo
19. al Status Single Grantor Affidavit of Possession By Non Owner Affidavit of Possession By Owner 8 25 2010 Defects of Title Affidavit Celibacy Affidavit Death of Life Tenant Affidavit Heirship Affidavit Life Insurance Affidavit Marketable Title Affidavit Version 2 Affidavit Martial Status Affidavit Name Discrepancy Affidavit Non Resident Spouse Affidavit Non Military Service Affidavit Oil and Gas Lease Bank Affidavit Oil and Gas Lease Landowner Affidavit Satisfaction of Charge Affidavit School Lease Affidavit of Marital Status Appendix IV A Warranty Deed Appendix IV C Warranty Deed Appendix IV E Release Appendix IV H Resolution Number Appendix IV I Resolution Number Complaint Corporation Quitclaim Deed Correction Warranty Deed Letter to Department of Interior Marketable Title Affidavit Petition for Formal Adjudication of Intestacy and Determination of Heirs Quitclaim Deed UCC Forms Revised Article 9 of the Nebraska UCC Seminar Manual November 1 2008 Notice on Liens EFS 1 Nebraska Effective Financing Statement EFS 2 Nebraska Effective Financing Statement EFS 3 Continuation or Termination of the Nebraska Effective Financing Statement EFS A Nebraska Effective Financing Statement NE Ag Production Input Lien Notification Stmt Statutory Lien UCC Financing Statement Amendment Addendum UCC FS in Leu of Continuation UCC Information Request UCC Financing Statement UCCI1 UCCI1Ad Financing Stat
20. bate Form 324a Nebraska Probate Form 326 Nebraska Probate Form 328 Nebraska Probate Form 330 Nebraska Probate Form 331 Nebraska Probate Form 332 Nebraska Probate Form 340 Nebraska Probate Form 341 Nebraska Probate Form 342 Nebraska Probate Form 343 Nebraska Probate Form 344 Nebraska Probate Form 360 Nebraska Probate Form 361 Nebraska Probate Form 362 Nebraska Probate Form 363 Nebraska Probate Form 370 Nebraska Probate Form 372 Nebraska Probate Form 390 Nebraska Probate Form 400 Nebraska Probate Form 401 Nebraska Probate Form 402 Nebraska Probate Form 403 Nebraska Probate Form 404 Nebraska Probate Form 405 Nebraska Probate Form 406 Nebraska Probate Form 407 Nebraska Probate Form 409a Nebraska Probate Form 409b http probateforms bashasys com nebraska probate forms nsba p 12 14 2012 11 26 AM NSBA Probate System V Forms and Commentary 3 0f 3 Notice Of Hearing On Complete Settlement After Informal Intestacy Administration Final Account And Report Adjudication Of Intestacy Determination Of Heirs And Determination Of Inheritance Tax Notice Of Hearing On Final Settlement After Informal Probate Without Determination Of Testacy Final Account And Report And Determination Of Inheritance Tax Formal Closing Receipt Decree Of Final Discharge Informal Closing Of Estate By Verified Statement Application For Certificate Discharging Liens Securing Fiduciary Performance Informal Closing Receipt Small Estate Closing
21. braska Probate Form 240a Nebraska Probate Form 241 Nebraska Probate Form 242 http probateforms bashasys com nebraska probate forms nsba p Main Menu Home Nebraska Probate NSBA PSV 5 Features NSBA PSV 5 Pricing NSBA PSV 5 Links NSBA PSV 5 Forms Commentary NSBA PSV Videos Contact Basha Basha Network Main Site Basha s Blog Basha Store Bahsa White Papers Estate Planning Product Resources Practice Management Sites AdvologixPM Amicus Credenza EPMSs for Time Matters OMS for Time Matters Time Matters Document Assembly Sites ContractExpress Exar HotDocs Nebraska PSV 5 12 14 2012 11 26 AM NSBA Probate System V Forms and Commentary 2013 Informal Appointment Of Special Administrator Letters Of Special Administrator Petition For Supervised Administration Notice Of Hearing On Supervised Administration Order For Supervised Administration Petition For Supervised Administration When Testacy And Or Appointment Of Personal Representative Not Previously Adjudicated Order Determining Testacy Appointing Personal Representative And Supervised Administration Notice Of Hearing On Review Of Employment And Fees Affidavit For Collection Of Assets By Domiciliary Foreign Personal Representative Proof Of Authority Of Domiciliary Foreign Personal Representative Acceptance Of Appointment Appointment Of Resident Agent Demand For Bond Bond Of Personal Representative Letters Of Personal Repres
22. ch and replace is not needed to update verb tenses gender references dates numbers and much more Improve document consistency Since each new document starts from a template each finished legal document contains consistent language Share knowledge NebDocs allows experienced colleagues to share knowledge with new colleagues enabling them to come up to speed quicker Help messages and interview questions are built into templates to assist end users with document completion http nebdocs net 2012 NebDocs Order Form a User Manual ics Quick Start Manual ica List of Forms ics System Requirements Support Items Error Report Form Tutorials Knowledge Base Remote Help Contact For Pricing Ordering 402 475 7091 or 800 927 0117 Contact Support support nebdocs net 877 243 3179 12 14 2012 11 29 AM ebDocs Quick Start Guide Provided by The Nebraska State Bar Association www nebdocs net NebDocs Quick Start Guide 10 01 2010 Table Of Contents Fecpmical oppor eir E E EEE EAE E 2 Assemphne an NED DOCS Formi ices s2 so ccenteccs ies sdinecceseetecscassecesssucesicassevecescetsccscsctvexnewecsinseseespenessesceesseants 3 Di puy e Wh lo cg eee eee een ne ee eee ee et ee ee eee ee 3 To Assemible Pill ad O CUM Cl riscritti n EEEE a AAAA a EA an 3 TATA OT AE EA E E A AA A suntan E EIEN AA 3 Saving and Printing an NebDocs Form ccccccccsccssssssssscsssssssssscccccccccccsscssssssssssssssssssccsccssss
23. creenshot needed Taxes And Expenses Here you would list the relevant transfers before death such as taxable gifts and events that may have occurred during decedent s life that could have tax consequences Cataloguing funeral expenses and adjusting for social security death benefits Listing the expenses of the final illness Entering allowances and deductions e Allowances and exempt property w e Attorney fees and expenses t e Other administration expense e Non probate expenses e Other deductions Listing Unsecured Debts of Decedent Documenting Charitable Devises or Pledges Listing Relevant Transfers Before Death Cataloguing Funeral Expenses Itemizing Funeral Expenses Adjusting for Social Security Death Benefits Doctor Hospital and Other Bills Closing the Estate File Once all the work is complete in the opening administration and closing of an estate you may or may not wish to close the estate file in PSV in the computer Your computer estate file is the electronic equivalent of a file folder in your file drawer Closing out the file would be the equivalent of pulling the redweld out of a file drawer marking it for the warehouse and sending it out to storage In other words it s totally inactive for future use If you re the type of office that likes to close out your files and keep everything tidy feel free to check CHECK to close Estate File at the end of your Probate Otherwise don t bother and just leave the file o
24. e interviews the user 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 the user s computer The end results are the very same time tested Minnesota CLE forms that attorneys have used for decades optimized for clarity flexibility and ease of use CLEPro takes away the tedious parts of probate saving time and money Special Features of the CLEPro System e This system includes more than 215 updated forms including informal formal general use forms inventory final account and more e The forms used are the ones Minnesota attorney s have used for years the forms the judges and registrars know e The forms are flexible they expand to capture all information without using attachments e Not only do these forms automatically fill in they automatically calculate too e There is no software for the user to install Simply access the system through our website When we make system updates or add new forms they will be available to the user instantly The user won t be bothered with installation and update CDs e The users answer files and assembled documents are saved to their own computer The user can access completed documents from their own computer with their own word processor To see the forms available in the CLEPro Probate Document system please go to the Minnesota CLE website at Minncle org clic
25. e Claim Against Estate Of A Decedent Notice Of Transfer Of Claim Not In Excess Of 10 000 To Regular Docket Of County Court Nebraska Probate Form 1002 Nebraska Probate Form 1003 Nebraska Probate Form 1004 Nebraska Probate Form 1005 2010 Basha Systems LLC www bashasys com http probateforms bashasys com nebraska probate forms nsba p 12 14 2012 11 26 AM NSBA Probate System V Links http probateforms bashasys com nebraska probate forms nsba p Basna Systems 72G 0326 Home Nebraska Probate NSBA PSV Videos Contact Basha NSBA Probate System V Links Main Menu Home Nebraska Probate Nebraska Bar Probate System V amp Online Support NSBA PSV 5 Features While working with the Nebraska Bar s Probate System PSV product and revolutionizing it with the power of GhostFill NSBA PSV 5 Pricing document assembly Basha Systems also embarked upon a web campaign to ensure that PSV was as solidly supported as possible To see what we mean by solid support read on NSBA PSV 5 Links p An nts amp S NSBA PSV 5 Forms robate Announceme upport Commentary The PSV Website delivers regular updates to subscribers as well as breaking news and advices as to upcoming features in the NSBA PSV Videos PSV product Probate Forums Contact Basha A complete set of forums amp message board can be found here with specific forums dedicated to FAQ s general member chat and support requests Basha Network
26. e before 2 Give your answer file a file name i e client last name first name 3 Hit your tab key this will take you to the Title field this will automatically put in your file name for you 4 Click on OK If you are using a new answer file HotDocs opens an empty untitled answer file Give the answer file a name If you are using an existing answer file HotDocs saves the answers you have entered to that file Updating NebDocs Notification of Template Updates Automatic notification of updates via the internet Your computer must be connected to the internet to receive updates Note some network installations might not work correctly please contact technical support for assistance NOTE this is done by having a HCAT File on your computer basically talk to our server for updates The HCAT File is automatically installed on your computer If you don t get a notice of updates and believe there are please visit www nebdocs net for more information on getting this file installed correctly 1 Launch NebDocs Double click on the flashing yellow icon in the lower right If you do not see a flashing icon then there are no updates currently available List of updates will display Select the updates needed Click on Continue Select Overwrite All if prompted Click Ok at the successful screen ta a a NebDocs Quick Start Guide 10 01 2010 Keyboard Shortcuts Open Close Save Exit Undo
27. e of Hearing Distribution of Sale Proceeds Notice of Hearing Motion for SJ and Default Notice of Sale Order Confirming Report and Directing Sale Order for Distribution of Sale Proceeds Referee s Accounting Referee s Report of Sale Report of Referee Summary Judgment Quiet Title Forms Affidavit for Service by Publication Affidavit in Support of Motion for Entry of Default of Defendants Affidavit of Mailing Notice of Hearing on Complaint Affidavit of Nonmilitary Service Application for Service By Publication Complaint Judgement Decree Legal Notice Motion for Entry of Default of Defendants Notice of Hearing on Motion for Entry of Default of Defendants Order for Entry of Default Order for Service by Publication Praecipe Residential Commercial Agricultural Leases General Information related to Agricultural Leases Crop Share Lease Exhibit A Allocation of Expenses Exhibit Q Hunting Lease Exhibit R Notice to Terminate Exhibit S Checklist Farm Leases Exhibit T Lease Cash Rent Hunting Lease Lease Cash Rental Farm Lease Lease of Breeding Stock Pasture Lease Sample Lease Surveys Complaint Form Land Surveyors Survey Chapter Sample Provisions Appendix E Title and Related Matters Examination of Abstracts of Title Affidavits Affidavit of Identity For Specific Conveyance Affidavit of Identity Several Conveyances In Chain of Title Affidavit of Marital Status Grantors Married Affidavit of Marit
28. e you have completed the form interview the End of Interview options are a different than if the form was a word processing type of form Once you save this type of form it can be edited with HotDocs Filler Any changes made will not be saved in the answer file Printing a HPT Form To print this type of form you can either print using the Form Document tab after the interview is completed Or you can send or open at a later time the form in HotDocs Filler to print Once you select Print you will see a typical print dialog box as you would in any other type of application that you would print from An HPT form is a graphical form that usually is a pre formatted form State and Federal forms are generally classified as a HPT forms because the state or federal government dictates the format and content of these forms These forms cannot be saved or used as a word processing type form In order to manipulate these forms you would need to use an answer file to recreate the form or use HotDocs Filler to open the form for editing purposes Only answer fields can be changed on these forms NebDocs Quick Start Guide 10 01 2010 About Answer Files When you assemble a document or fill a form you can save the information you entered for the document or form the answers in a HotDocs answer file The answer file stores each answer along with the name of the variable that uses that answer The answer file can be used again later to produce
29. ed Version 2 Personal Representative s Joint Tenancy Deed Pursuant To Court Order Personal Representative s Joint Tenancy Deed Version 1 Personal Representative s Joint Tenancy Deed Version 2 Quitclaim Deed Special Joint Tenancy Warranty Deed Special Warranty Deed Trustee s Deed Inter Vivos Trust Trustee s Deed Testamentary Power Trustee s Joint Tenancy Deed Inter Vivos Trust Trustee s Joint Tenancy Deed Testamentary Power Warranty Deed Escrow Closing NebDocs 2010 8 25 2010 NebDocs 2010 Closing Eviction 14 Day Notice to Tenant of Termination for subsequent breach 14 30 Notice to tenant for breach of lease Abandoned Property Notice property value in excess of 250 Abandoned Property Notice property value under 250 Affidavit showing Service pursuant to Neb Rev Stat 76 1442 01 Complaint Restitution Rent and Damages Complaint form Restitution only Forcible Entry and Detainer Complaint Forcible Entry and Detainer Notice to Vacate Forcible Entry Praecipe for Writecipe for Writ Forcible Entry Writ Miscellaneous Clauses For Complaint Mobile Home Complaint for Possession of Premises Mobile Home Praecipe Mobile Home Praecipe for Writ Mobile Home 5 Day Notice for Failure to Pay Rent Notice of Failure to Comply with 14 30 Day Notice Notice of Termination of Tenancy Praecipe for Eviction Pursuant to Neb Rev Stat 25 21 219 et seq Praecipe for residential eviction pursuant to Neb Rev Sta
30. ed document For RTF forms you will send the document to your word processor where you can edit save and print your form Finding a Form You can use the Find feature in order to find a form in the library All forms have a title which can be used to find forms You can also search on form descriptions also To use the find feature have the NebDocs Library window open At the bottom left of the library screen locate the Find dialog box type in your text 1 e deed A list will populate with forms that have that criteria During this search the checkbox will be checked To go back to the library window uncheck this box aa ae NebDocs Quick Start Guide 10 01 2010 Saving and Printing an NebDocs Form Saving a RTF Form Once NebDocs displays an assembled document in your word processor the document is a normal word processing document You can manipulate this document just like any other word processing document You may change your answer or standard document text Any changes to your answers will not be saved in the answer file that you saved during the interview dialog nor will any standard document text change within the template that you selected from the library listing in NebDocs Printing a RTF Form Once NebDocs displays an assembled document in your word processor the document is a normal word processing document You can print as you normally would print a word processing file Saving a HPT Form Onc
31. ees Form 16 7 Certificate of Proof of Possession Certificate of Proof of Possession Guardian and Conservator s POA for Ward and Protected Person Inventory Inventory Form 16 2 Letters of Conservatorship Child Letters of Guardianship Child Letters of Guardianship and Conservatorship Adult Letters of Temp Guardianship and Conservatorship Adult Motion for Appointment of Ex Parte Temp Guardian and Temp Conservator Notice of Hearing on Petition for Appoint of Guardian of Minor Notice of Hearing on Petition for Appointment of Guard and Cons for Incap and Protected Person Notice of Hearing on Petition for Appointment of Guardian and Conservator for Incapacitatied and Protected Person Order Appointing Conservator Adult Order Appointing Guardian Adult Order Appointing Guardian Child Order Appointing Temp Guardian and Temp Conservator Personal Surety Bond Petition for Appoint of Guardian and Conservator for Incapacitated Person Petition for Appointment of Guardian or a Minor Child Waiver Parent of child Waiver of Notice and Nomination of Guardian Child Waiver of Notice and Nomination of Guardian and Conservator Adult Pro Se Filing a Divorce Case Without Payment of Fees DC 6 7 Instructions Only Instructions for Filling Out Affidavit and Application to Proceed in Forma Pauperis DC 6 7 la Instructions for Filling Out Order to Proceed in Forma Pauperis DC 6 7 2a Affidavit and Application to Proceed inForma Pauperis DC 6 7 1 Order to
32. ement Addendum UCC3 FS Amendment UCCS Correction Statement Wills Power of Attorneys NebDocs 2010 Estate Planning Documents Will Drafting Checklist Will Questionnaire To be printed and completed by client Will Signing Checklist Advance Directive Catholic Disposition of Remains Client Completed Disposition of Remains PreFilled Durable General POA Short Form Durable POA with Living Will Provisions Living Will Personal Property Memo POA Children POA Long Form 8 25 2010 Revocation Sample Will Temporary POA Children Workers Compensation Forms NebDocs 2010 Workers Compensation 101 Sample Plaintiff Exhibit List Only Application for Review Certificate of Service Certificate of Service Interrogatories Order for Change of Venue Petition Plaintiffs WC Interrogatories Sample Letter Request for Medical Information Sample Letter Request for Records Stipulation for Change of Venue 8 25 2010 NebDocs Requirements http www nebdocs net requirements htm NebDocs System Requirements Hardware 900 MHz processor 2GHz recommended 1 GB RAM 2 GB recommended 25 MB hard disk storage HP LaserJet printer for printing graphical forms For the most reliable results use a PCL based printer with at least 8 MB RAM Other types of printers may or may not print as expected Click here for details Software e Microsoft Windows Vista or Windows XP e Microsoft Internet Explorer 6 0
33. entative Waiver Of Personal Representative Fees Notice Of Formal Appointment Of Personal Representative And Notice To Creditors Notice Of Formal Appointment Of Personal Representative Without Notice To Creditors Statement Of Claim Notice Of Disallowance Of Claim Petition For Allowance Of Claim Notice Of Hearing On Allowance Of Claim Petition For Elective Share Notice Of Petition For Elective Share Of Augmented Estate Notice Of Hearing On Elective Share Of Augmented Estate Worksheet For Computation Of Augmented Estate Withdrawal Of Demand For Elective Share Inventory Short Form Inventory Certificate Of County Court Proceeding Involving Real Estate Petition For Authority To Sell Real Property Order Authorizing Sale Of Real Property Notice Of Hearing On Authority To Sell Real Property Estate Accounting Sheet Interim Accounting Petition To Allow Personal Representative To Select Homestead Allowance And Exempt Property Order For Selection Of Homestead Allowance And Exempt Property Notice Of Determination By Personal Representative Of Homestead Allowance And Exempt Property Notice Of Determination By Personal Representative Of Family Allowance Deed Of Distribution By Personal Representative Instrument Of Distribution Of Personal Property By Personal Representative Renunciation Under Nebraska Probate Code 30 2352 And Irc 2518 And 2046 Formal Petition For Complete Settlement After Informal Testate Proceeding Formal O
34. ents What do do if decide that CLEPro is not the program for me Is there a return or cancellation policy We believe CLEPro will revolutionize the way you handle probate 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 CLEPro Subscription Agreement 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 CLEPro 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 CLEPro except as permitted by the Copyright Act or other law The compilation of all content in CLEPro is the exclusive property of Minnesota Continuing Legal Education and LexisNexis and is protected by U S a
35. espect to any of the forms provided by NSBA as part of NEBDOCS My obligations under this paragraph shall continue notwithstanding any termination of this Agreement 6 I represent and warrant to NSBA that I will use the legal forms I receive from NSBA as part of NEBDOCS solely for my legal practice purposes and that I shall not reproduce publish or distribute any of the legal forms in NEBDOCS in any format in whole or in part for sale or other commercial use except as specifically provided in this Agreement I recognize and acknowledge that the legal forms provided in NEBDOCS contain material original to NSBA that is copyrightable subject matter under the copyright laws of the United States Title VII of the United States Code I also recognize and acknowledge that NSBA has proprietary rights in its NSBA logo and I agree to display the NSBA logo only in connection with approved NEBRASKABAR forms contained in NEBDOCS and not with any forms modified in substance by me 7 If at any time I fail to make any payment to NSBA or perform any obligation under this Agreement NSBA in addition to all other rights and remedies may terminate this Agreement withhold any updates of NEBDOCS without notice to me recover from me any payments due hereunder and collect from me all costs incurred in enforcing the terms of this Agreement 8 I will not without NSBA s prior written consent assign delegate pledge or otherwise transfer this subscription or a
36. ffect the probate documents In short fill points are the points in a document where the interview answers are inserted Different documents require different answers and not all answers in the probate file will be used in all documents There may be an instance or instances in which you the user do not know all of the answers necessary to complete a document In that case the user can enter the information he or she has generate a document save it and fill in the rest of the information at a later date Users can also exercise the option in a form interview to print a blank version of the probate document In that instance all of the unanswered fill points in the blank document will appear as blank spots but the boilerplate text of the document will appear CREATING A NEW PROBATE FILE The basic Probate System V software comes with four client file units Please see appendix for an overview of the unit pricing structure New units are purchased as needed Each time you start a file for a new probate client you use a new unit All the documents created for that client are tracked and are a part of that unit The unit stays open until you finally close your file Once you have opened a file from an unused unit in your unit manager or you have clicked on the prompt to purchase a file you will open the file and enter information to the file including assigning a name to the file the primary attorney and any other staff who will work
37. four 4 estate files Contact Basha Quick Order 1 50 00 Need to open a new estate file and wish to pay as you go Basha Network Bulk Purchase 5 250 00 nET Main Site Plan ahead Purchase five estate files Be prepared when the next probate i Basha s Blog case comes in Basha Store Active Practice 10 450 00 Bahsa White Papers Take advantage of volume discounts Save 10 over single file purchase price P Estate Planning Busy Practice 25 1 000 00 For an active probate practice Save 20 over single file purchase price Multi Lawyer Practice 50 1 750 00 Product Resources If you practice with other attorneys you should consider purchasing 50 files for Practice Management Sites your office saving 30 over the single file purchase price AdvologixPM Large Firm Practice 100 2 500 00 lf you are working in a large firm with a high volume of probate actions consider purchasing 100 files at a discount of 50 off the single file purchase price Amicus Credenza EPMS for Time Matters OMS for Time Matters Time Matters Document Assembly Sites ContractExpress Exari HotDocs Nebraska PSV 5 12 14 2012 11 26 AM NSBA Probate System V Forms and Commentary 1of 3 Home Nebraska Probate Basna Systems NSBA PSV Videos Contact Basha NSBA Probate System V Forms and Commentary Nebraska Probate Form Commentary Demand for Notice Notice to Demandant of Application for Informal Proceedings Waiver of Notice
38. k the Online Resources button and scroll down to CLEPro CLEPro Pricing Annual Subscription Access to CLEPro is offered on an annual subscription basis currently priced at 95 per year Money Back Guarantee We believe that CLEPro 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 CLEPro System Recommendations For PCs e This system can be used on PCs with Internet Explorer 6 or higher e 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 e This system can be used on MACs using Internet Explorer 6 or higher as long as Microsoft Windows is installed e 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 CLEPro FAQs 1 What are the system requirements for CLEPro Will you send me a CD ROM CLEPro requires a connection to the Internet and Internet Explorer Firefox or Google Chrome It will not work with Safari Completed forms can be edited using various word
39. les The software will be free Updates will be free Technical support will be free The initial purchase price of 200 will include free remote installation and configuration of the software for your practice and four estate files Additional estate files can be purchased for 50 per file with the price dropping to 25 per file for prepaid purchases of 100 or more estate files for your firm There is no limit on the time you have to use the software or the number of documents you can create for a given estate file There is no limit to the number of machines on which you can install the GhostFill client software so long as the templates are on a shared network drive There will be no annual update or maintenance fees The only charges will be for additional estate files or for consulting services in connection with customization of the shipping forms or creation of additional forms SUPPORT Support for the system will be provided both by NSBA and Basha Systems Initial calls should go to NSBA Email support will be provided by Basha Systems along with remote desktop assistance where required In addition we will be establishing an electronic discussion forum for discussion of revisions to the forms and support issues You will receive notifications of any replies to your posts We will also be scheduling period web training classes on the use of the product conducted by Basha Systems http probateforms bashasys com nebraska probate forms nsba
40. ly Stipulation for Extension of Brief Civil Practice Forms Amended Complaint Complaint Breach of Contract Complaint Construction Complaint Open Account Complaint Business Dispute Complaint Personal Injury Negligence Complaint Property Damage Complaint Personal Injury Complaint Personal Injury 2 Retainer Agreement Corporations NebDocs 2010 Amendment or Correction to Biennial Report Application for Amended Certificate of Authority Application For Certificate of Authority to Transact Business Application For Certificate of Authority to Transact Business Page 3 Application for Electronic Access of Records Foreign Corporations Application For Registration of Trade Name Assignment of Registration TM or SM Assignment of Registration Trade Name 8 25 2010 Certificate of Withdrawal to Transact Business in State of Nebraska Domestic Change of Registered Agent and or Office Foreign Change of Registered Agent and or Office Registration or Renewal of Corporate Name Foreign Corporations Trademark or Servicemark Application Limited Co Op Amendment or Correction to Biennial Report Limited Cooperative Association Application for Amended Certificate of Authority Limited Cooperative Association Foreign Application For Certificate Of Authority Limited Cooperative Assoc Foreign Cancellation of Certificate of Authority of Foreign Limited Cooperative Assoc Change of Reg Agent and or Reg Office Limited Cooperative Ass
41. n and fix it 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 as intended How can avoid having to type in the attorney information each time I use the system What if 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 probate form 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 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
42. nd international copyright laws 3 Disclaimer and Limitation of Liability Any information contained in the CLEPro 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 CLEPro 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 CLEPro 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
43. new probate after the Main Menu select Use a previously saved answer file on 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 don t have enough information to answer all of the interview questions but my client is dropping by and want the form to look professional What can 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 The legislature made changes that I m certain will affect these forms Do 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 amp 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 651 227 8266 or 800 759 8840 Form attachments are cumbersome Are they used in this system Form flexibility is integrated with the interview process CLEPro forms are flexible and expand to capture all needed information such as multiple interested parties without resorting to attachm
44. nsing fee form LexisNexis per computer If your Credit Card billing address is DIFFERENT than the address listed above please provide below Name on Card Billing Address City State Zip NEBDOCS AGREEMENT By signing below I hereby subscribe to NEBDOCS acknowledging that I have read and agree to the terms on the opposite page and agree to pay during the term of this subscription the applicable charges I understand that I will be charged for any delinquent amount due from me Subscriber s Signature Date Return to The Nebraska State Bar Association PO BOX 81809 Lincoln Nebraska 68508 Page 1 of 3 AGREEMENT WITH NSBA I understand that NEBDOCS is an electronic data base or legal forms made available by The Nebraska State Bar Association NSBA as a service to its members I further understand that NEBDOCS and the legal forms contained therein may be updated by NSBA and such updates will be provided to me while the subscription is in force I as a member of NSBA on behalf of my law firm agree to the following 1 Any machine readable disks necessary to install and use NEBDOCS shall be delivered to me at the location noted on the page opposite this Agreement Immediately upon termination of my subscription for any reason I agree to return to NSBA all machine readable copies of NEBDOCS including any original or updated installation disks provided by NSBA and to delete any installed versions of NEBDOCS and upon request of NSBA to p
45. ny other rights or obligations under this Agreement to any other party 9 This Agreement represents the entire Agreement between NSBA and me and cannot be changed orally and shall be governed by the laws of the state of Nebraska This Agreement shall not be binding upon NSBA unless NSBA accepts this Agreement in writing at its main office in Lincoln Nebraska and receives the subject subscription fee Date Subscriber s Signature Subscriber s PRINTED Name Page 2 of 3 Minnesota Continuing Legal Education Automated Document Systems Minnesota CLE offered its latest automated document system CLEPro to the Probate Estate section of the Minnesota state bar in 2008 We contracted with LexisNexis to design a Probate document system using Minnesota CLE forms license their HotDocs software as the platform What is the CLEPro Probate Document System About CLEPro Minnesota CLE in conjunction with Hot Docs developed this affordable and automated document assembly system to help Minnesota attorneys tackle any probate matter large or small Accessed via our website minncle org CLEPro requires no software We maintain and update the system meaning that the only data saved to the user s computer are the most important not to mention private the users clients information CLEPro can be used by subscribers to assemble forms one by one or in caches according to probate types formal informal etc Our websit
46. o share answer files with others when you create an answer file a 2 Form 1 Form 2 Form 3 Attorney Info Attorney Info Attorney Info Last Name Last Name Last Name First Name First Name First Name Phone Street Address Spouse Spouse City Children State Phone Zip Cade NOTE All 3 of the above forms are using the same answer file NebDocs Quick Start Guide 10 01 2010 Using an Existing Answer File You can use an existing answer file to assemble a document or fill a form You can save any changes you make to the answers in the file or you can use the answer file but not save your changes To use an existing answer file 1 Open the template you would like to use 2 Atthe Answer File dialog box click on the Select Answer File button Ea 3 Find the Answer File you want to use Click on Open 4 Assemble the document or fill the form STip To reopen the last answer file you used click on the drop down menu to select the previous answer files you have used You can select an answer file so that it can be used for all documents you assemble and forms you fill until you select another answer file Check the Remember Selected Answer File box Save an Answer File During Assembly You can save an answer file at any time while you are assembling a document To save an answer file during assembly 1 Go to the File menu and select Save Answers As use Save Answers if you have already saved the answers onc
47. ociation Limited Partnership LLC LLP Application For Reservation of Limited Partnership Name Registration of Foreign Limited Partnership to Transact Business Amended Articles of Organization Limited Liability Company Application For Amended Certificate of Authority Limited Liability Company Foreign Application For Certificate Of Authority Limited Liability Company Foreign Application for Electronic Access of Records Application for Reservation of Limited Liability Company Name Application For Withdrawal Of Foreign Limited Liability Company Articles of Dissolution Limited Liability Company Change of Registered Agent and or Registered Office Limited Liability Co Statement Of Intent To Dissolve Limited Liability Company Statement of Qualification as a Limited Liability Partnership Non Profit Corporations Application For Amended Certificate Of Authority Non Profit Corps Application for Certificate of Authority to Transact Business Non Profit Corps Certificate of Withdrawal to Transact Business in the State of Nebraska Domestic Change of Registered Agent and or Office NP Corp Foreign Change of Registered Agent and or Office NP Corps Divorce NebDocs 2010 Alternate Service Instructions Only Divorce Closing Checklist Filing for Divorce in NE No Children and No Disputed Property Instructions Only Instructions for Your Divorce Hearing Proceeding Without Payment of Fees Instructions Affidavit in Support of Applica
48. out Notice To Creditors Application For Informal Appointment Of Personal Representative In Intestacy NSBA Probate Commentary Registrar s Statement Of Informal Appointment Of Personal Representative In Intestacy Notice Of Informal Appointment Of Personal Representative And Notice To Creditors Informal Intestacy Notice Of Informal Appointment Of Personal Representative Without Notice To Creditors Petition For Appointment Of Special Administrator In Formal Proceedings NSBA Probate Commentary Notice Of Hearing On Appointment Of Special Administrator NSBA Probate Commentary Order Appointing Special Administrator In Formal Proceedings Application For Appointment Of Special Aministrator In Informal Proceedings Nebraska Probate Form 100 Nebraska Probate Form 101 Nebraska Probate Form 105 Nebraska Probate Form 106 Nebraska Probate Form 107 Nebraska Probate Form 108 Nebraska Probate Form 109 Nebraska Probate Form 130 Nebraska Probate Form 135 Nebraska Probate Form 136 Nebraska Probate Form 150 Nebraska Probate Form 151 Nebraska Probate Form 200 Nebraska Probate Form 201 Nebraska Probate Form 202 Nebraska Probate Form 210 Nebraska Probate Form 211 Nebraska Probate Form 212 Nebraska Probate Form 220 Nebraska Probate Form 221 Nebraska Probate Form 223 Nebraska Probate Form 224 Nebraska Probate Form 230 Nebraska Probate Form 231 Nebraska Probate Form 233 Nebraska Probate Form 234 Nebraska Probate Form 240 Ne
49. p Main Menu Home Nebraska Probate NSBA PSV 5 Features NSBA PSV 5 Pricing NSBA PSV 5 Links NSBA PSV 5 Forms Commentary NSBA PSV Videos Contact Basha Basha Network Main Site Basha s Blog Basha Store Bahsa White Papers Estate Planning Product Resources Practice Management Sites AdvologixPM Amicus Credenza EPMSs for Time Matters OMS for Time Matters Time Matters Document Assembly Sites ContractExpress Exari HotDocs Nebraska PSV 5 12 14 2012 11 25 AM NSBA Probate System V Pricing http probateforms bashasys com nebraska probate forms nsba p Basha Systems rf eo elals Home Nebraska Probate NSBA PSV Videos Contact Basha NSBA Probate System V Pricing Main Menu Home l l Nebraska Probate Nebraska Probate System V is a pay per drink model Clients are not charged annual fees maintenance upgrade fees or the like There is an initial charge to purchase the system which includes 4 licences and from that point forward clients are NSBA PSV 5 Features NSBA PSV 5 Pricing charged per matter To purchase Probate System V or puchase additional licences please click here to visit our online store Description Licence Price NSBA PSV 5 Links Count NSBA PSV 5 Forms Commentary Probate Systems V 4 200 00 NSBA PSV Videos NSBA s Probate System V includes GhostFill software application license 1 of 2 complete electronic manual and automated forms and
50. pen so that you can keep using it Of course if you do lots and lots of estates and your File Manager list is getting too long you might decide to close out some of your older ones that you are certain will not require any future activity This is a brief overview of how a document assembly system can streamline the practice of law in such document intensive areas such as probate NEBRASKA DOCS The Nebraska State Bar Association entered into a cooperative arrangement with the Iowa State Bar Association to develop a document assembly system that would operate with a library of general civil and criminal pleadings and documents This system continues to be developed and is available for practitioners to purchase as a CD with an underlying operating system of HotDocs Operationally like Probate System V NebDocs provides interviews that will populate the templates and allow the system to generate documents A general collection of pleadings was used and is being added to on a regular basis At this point the Nebraska version of this system lowaDocs has been in use for a number of years 1s most appropriate as a tool for newer lawyers or solo small firm lawyers who may not have developed extensive form libraries One difference between the Nebraska and Iowa forms systems is that Iowa has a set of civil practice forms called bordered forms wherein the text of the form cannot be altered but only the client information variables Nebraska
51. pouses children heirs beneficiaries creditors trustees trustors grantors grantees etc The system allows you to enter contact information identify relationships to the decedent and identify the individual s interest in the estate Because of the system s ability to track documents and information about interested parties if can function as a simple case management system allowing you to keep track of everything going on in a particular estate matter DOCUMENT ABSTRACTS Legal Secretary and Attorney The Document Abstracts tool that comes with PSV gives the user a way to both itemize and summarize the key terms of the testamentary documents It contains a way to make sense of complex legal instruments and turn them into a catalog of key provisions organized by category and interested party who may be affected by such provision Over time it may be this tool above all that you make the most use of Particularly when the Probate first comes into the office you will want to make an inventory of the key legal documents which will be governing the scope and direction of the probate proceedings You will want to list the documents identify the witness take notes on the status and inventory where such documents are stored The next and more vital step is to actually review those documents preparing an abstract of each of the key provisions Here the system gives you a tool that includes a dynamic list of documents from which the
52. r Formal Probate Of Will Determination Of Heirs Appointment Of Personal Representative Order Setting Aside Prior Informal Appointment In Intestacy And For Restraining Order Nebraska Probate Form 409c Nebraska Probate Form 409d Nebraska Probate Form 410 Nebraska Probate Form 411 Nebraska Probate Form 412 Nebraska Probate Form 413 Nebraska Probate Form 414 Nebraska Probate Form 415 Nebraska Probate Form 416 Nebraska Probate Form 422 Nebraska Probate Form 422a Nebraska Probate Form 500 Nebraska Probate Form 510 Nebraska Probate Form 511 Nebraska Probate Form 512 Nebraska Probate Form 513 Nebraska Probate Form 520 Nebraska Probate Form 521a Nebraska Probate Form 521b Nebraska Probate Form 522 Nebraska Probate Form 523 Nebraska Probate Form 524 Nebraska Probate Form 525 Nebraska Probate Form 530 Nebraska Probate Form 535 Nebraska Probate Form 807 Nebraska Probate Form 808 Nebraska Probate Form 809 Nebraska Probate Form 809a Nebraska Probate Form 810 IRS Probate Form 784 IRS Probate Form 4422 Nebraska Probate Form 901 Nebraska Probate Form 1000 Objections To Petition For Formal Probate Of Will Determination Of Heirs And Appointment Nebraska Probate Form 1001 Of Personal Representative Order Continuing Hearing On Petition For Formal Probate Of Will Determination Of Heirs And Appointment Of Personal Representative Notice Of Transfer Of Proceedings For Formal Probate Of Will And Objections Thereto Petition To Enforc
53. rder For Complete Settlement After Informal Testate Proceeding Formal Petition For Complete Settlement After Informal Intestate Proceeding Formal Order For Complete Settlement After Informal Intestate Proceeding Formal Petition For Complete Settlement After Formal Testate Proceeding Formal Order For Complete Settlement After Formal Testate Proceeding Formal Petition For Complete Settlement After Formal Intestate Proceeding Formal Order For Complete Settlement After Formal Intestate Proceeding Notice Of Hearing On Complete Settlement After Informal Probate Of Will Final Account And Report Probate Of Will Determination Of Heirs And Determination Of Inheritance Tax Notice Of Hearing On Complete Settlement After Formal Testacy Proceedings Final Account And Report And Determination Of Inheritance Tax Nebraska Probate Form 243 Nebraska Probate Form 244 Nebraska Probate Form 250 Nebraska Probate Form 250a Nebraska Probate Form 251 Nebraska Probate Form 252 Nebraska Probate Form 253 Nebraska Probate Form 254 Nebraska Probate Form 260 Nebraska Probate Form 261 Nebraska Probate Form 300 Nebraska Probate Form 301 Nebraska Probate Form 301b Nebraska Probate Form 302 Nebraska Probate Form 303 Nebraska Probate Form 307 Nebraska Probate Form 310 Nebraska Probate Form 311 Nebraska Probate Form 313 Nebraska Probate Form 314 Nebraska Probate Form 315 Nebraska Probate Form 315a Nebraska Probate Form 323 Nebraska Probate Form 324 Nebraska Pro
54. rovide written confirmation that I have done so 2 I am subscribing to NEBDOCS for an initial term commencing on the date that the program is first made available to me and ending December 31 2012 and agree to pay therefor the annual subscription fee as set in NSBA s fee schedule for law firms of this size Upon expiration of such an initial term this Agreement shall automatically be renewed for successive renewal terms of one year each at the appropriate annual member subscription fee but this Agreement may be terminated by either NSBA or me at any time by written notice to the other at least thirty 30 days in advance of the termination date Any subscription fee paid shall be non refundable Any renewal will be subject to the terms and conditions of this Agreement except NSBA may at its sole discretion increase the subject subscription fee for any renewal period by written notice provided by NSBA at least forty five 45 days in advance of the next renewal date Failure to pay the annual renewal fee when due shall cause immediate termination of this Agreement and my subscription 3 If at any time I find errors or defects in any of the legal forms provided with NEBDOCS I shall notify NSBA of the same 4 NSBA MAKES NO WARRANTIES WHETHER ORAL WRITTEN EXPRESS OR IMPLIED WITH RESPECT TO ANYOF THE LEGAL FORMS IN NEBDOCS TO BE PROVIDED UNDER THIS AGREEMENT INCLUDING WITHOUT LIMITATION ANY WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICUL
55. ssssssssseess 4 Save an Answer File During Assembly scssc se ssaccsantoneeatatadsnstatasnasaoedscasadenctasedeasiasaces socesoaatenenalis bocesodacedenenesonedocatetenctatenesaneudt 6 Upda no NePDOCS susre enneren EEEE E EEEE EEEE EEEE NEEE EEEE 6 Notification of Template Updates 0 cccccccccsssssseseseeeeseeseeeseeseeeeeassaaaaaaaaaaaaaaaaaaaaaaaaaaeeeeeeeaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaas 6 Keyboard Shortcuts and Keystroke for Symbols cccccccssssssssssscccccsssssssssssssccccsscecssssssscccssssseeees 7 PQA rokon 0 age k 8 11019 een ee eee eae eee eee 7 Technical Support Technical Support is available to help you use NebDocs If you are having difficulties installing or using the software contact us at the following Internet www nebdocs net Email Support support NebDocs net Support Phone 877 243 3179 Support is available from 9 00 A M to 3 00 P M Central Standard Time Monday through Friday To expedite your call please be at your computer on which the program is running NebDocs Quick Start Guide 10 01 2010 Assembling an NebDocs Form Display the Library Double click on the NebDocs shortcut on the desktop OR Choose HotDocs 2009 Player gt NebDocs at the Start Programs menu The NebDocs library window appears To Assemble Fill a document 1 Atthe NebDocs library window select a template Note see F NEBDOCS hdl HotDocs 2009 Player Edition File Edit Yiew Template Tools
56. t 76 1401 et seq Praecipe for Writ of Restitution under Neb Rev Stat 76 1446 Substituted Service Affidavit in Support of Motion Substituted Service Affidavit showing substituted service Substituted Service Motion Substituted Service Order Granting Substituted Service Substituted Service Praecipe for Alias Summons Tenant Notice to Landlord Tenant Notice to Landlord Failure to Deliver Possession Tenant Notice to Landlord Fire or Casualty Damage Three Day Notice for Failure to Pay Rent Writ of Restitution Mobile Home Action for Possession Neb 76 1450 et seq Writ of Restitution Neb Rev Stat 76 1401 et seq Financing and Foreclosure Foreclosure Timelines Agreement For The Sale and Purchase of Real Estate Deed of Trust FCSA Deed of Trust FCSA Mortgage Notice of Agreement For The Sale and Purchase of Real Estate Notice of Default Notice of Trustees Sale Promissory Note Real Estate Mortgage Request For Reconveyance amp Deed of Reconveyance Substitution of Trustee Partition Forms Bond of Referee Complaint in Partition Confirmation of Sale and Order for Deed Default Judgment Instructions to Publisher Motion for Distribution of Sale Proceeds Motion for Service by Publication Motion for Summary Judgment and Default Judgment 8 25 2010 NebDocs 2010 Motion to Confirm Report of Sale Notice for Publication Notice of Hearing Appt of Referee Notice of Hearing Confirm Sale Notic
57. the first four Decedent details Will details Estate Valuation for Bond and Estate amp Court details in order to begin creating probate documents Entering Details About the Decedent The first step you or your staff will take when completing the MILI is to enter basic information about the decedent such as names titles dates of birth and death other names decedent may have used domicile at time of death etc You will also be able to enter details about the decedent s occupation and whether he Screenshot needed You will also be able to enter details about the death of decedent including place details about illness or hospital attending physicians etc Will and Codicil Details The Wills and Codicils interview asks the user to make some confirming statements necessary for programmatic use It also allows the user to check that sufficient prior information has been entered and to return and create new interview profiles where necessary It allows you to enter information about the will about any codicils that may exist about whether a personal representative has been named in the will and if the will has been previously probated Screenshot Estate Valuation for Bond If a bond is required for the probate this dialogue provides for a rough evaluation of the estate for the purposes of determining the amount of the bond If a bond is not required you can check that no bond is required and skip this menu If a bond
58. the same document or form without the need to answer the same questions again You can also use the answer file to assemble documents and fill forms from other templates that use the same variables IMPORTANT Answer files serve three main purposes 1 they provide an efficient way to assemble multiple similar forms quickly 2 you can share the answers for multiple users to access so others do not need to type the same information for a client and 3 they provide a backup in case of computer or user malfunction The best way to organize your answer files depends largely on your type of practice Some users create one answer file per client Others create one answer file per matter This method is especially good when you have multiple matters per client that use the same forms because it prevents the answers from the current matter from overwriting the answers from a different matter and the answers from a previous matter from getting used accidentally in the current matter Still other users combine the two methods creating a pattern answer file for each client that contains basic client information and then using the pattern file to copy the answers into a new file every time they start a new matter for the client Answer files have the filename extension ANS or ANX and are stored by default in the default answer file directory lt user gt My Documents HotDocs Answers You can specify a different directory shared or on a network t
59. tion to Proceed in Forma Pauperis Affidavit in Support of Motion for Alternative Service Application to Proceed in Forma Pauperis Certificate of Dissolution of Marriage or Annulment Worksheet Only HHS 73 Form Certificate of Readiness Complaint for Dissolution of Marriage Complaint for Dissolution of Marriage No Children Decree of Dissolution of Marriage Decree of Dissolution of Marriage No Children Decree of Dissolution of Marriage Service By Publication Motion for Alternative Service Notice of Divorce Proceeding Notice of Hearing General 8 25 2010 Order for Trial Order Granting Leave to Proceed in Forma Pauperis Praecipe for Residential Service Praecipe for Summons Personal Service Proof of Mailing Proposed Scheduling Order Voluntary Appearance Voluntary Appearance Parenting Act Atty Cert of Providing Parenting Act Info DC 6 5 9 Cert of Completion of Parenting Education Course DC 6 5 5 Sample Court Created Parenting Plan DC 6 5 7 Sample Parent Created Parenting Plan DC 6 5 6 Guardianship Acceptance of Guardian and Conservator Acceptance of Temporary Guardianship and Temporary Conservatorship Address Information Sheet Form 16 8 Affidavit Guardian Conservator Training Annual Account and Motion for Approval of Annual Account of Conservator Fees and Expenses Annual Report of Guardian on Condition of Ward Form 16 10 Annual Report of Guardian Application Order and Notice for Approval of Annual Accounting F
60. titute for your old redweld system No more shuffling through papers looking for a social security number The bottom line is the bottom line every time you open a PSV Probate File you ve spent 50 00 It s the same 50 00 if you use it every day of the life of the Probate or use it for a couple of petitions Using the File Manager to Review Documents One of the nice features of a document assembly system is that it allows you to keep track of what you have produced in regard to a given case All documents created by the system by default are placed into a documents folder with the same name as the name of the estate file Once you access the estate file you can see a list of all documents that have been generated for that estate CONTACT MANAGER AND INTERESTED PARTIES Contact Manager The contact information entered in the Contact Manager can be used program wide for all units and should be populated with those contacts such as newspapers or bank employees and other attorneys which your firm uses as contacts over and over Interested Parties The Interested Parties interviews are specific to each ESTATE FILE and do not copy across the system They are those persons and companies who have a specific interest in an estate proceeding An Interested Party record should be created for any person or entity other than the Decedent appearing in your probate proceeding This would include the personal representative s spouses ex s
61. ur system including other Hotdocs applications like West s Drafting Wills amp Trust Agreements DWTA and AIA Contract Forms If you have any questions you can always contact Basha Systems Customization Each user of Probate System V can set up his or her law firm profile the first time they use the system Once that profile is created the system will insert all appropriate firm attorney information in appropriate places in any document generated Likewise the system allows you to work with one or multiple offices different lawyers paralegals etc Each Estate File must be assigned to an attorney and or co counsel Attorney Profiles must be created for each attorney who will or may be drafting documents using the system Profiles can be created for as many attorneys in your Firm as you wish However if they never do any drafting or signing or documents there is no need to enter them Additional customization at the level of firm letterhead and stylesheets is also possible GENERATING DOCUMENTS WHAT IS A MILI ANYWAY Answer Master Information List People learning to use Probate System V find that they need to learn how to fill out the interview that collects the client information or MILI and ensure that the fill points those parts of the document to be generated where client information is provided get filled in In training the first question usually asked is What is an unanswered fill point and how does it a

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