Minnesota Estate Planning Drafting Software
Minnesota imposes an estate tax on estates exceeding $3 million, with rates up to 16%. Transfer on death deeds provide probate avoidance for real property. The state has adopted the Uniform Trust Code and offers informal probate procedures.
Quick Facts
- State Estate Tax
- $3,000,000 exemption
- Small Estate Threshold
- $75,000
- Property System
- Common Law
Practice Snapshot for Minnesota Attorneys
Estate planning in Minnesota is shaped by common law property rules. These rules make titling and beneficiary designations core to many plans. The state estate tax exemption is $3,000,000. Small estate procedures are available for estates up to $75,000.
Local practitioners routinely navigate: State estate tax with $3 million exemption, Transfer on Death Deed available, Elective share for surviving spouse, and Informal probate procedures.
Common Minnesota filings and forms include: Minnesota Deeds, Minnesota Statutory Short Form Power of Attorney, and Minnesota Health Care Directive. Key Minnesota statutory touchpoints include: Minnesota Estate Tax, Minnesota Uniform Trust Code, and Transfer on Death Deed statute.
Key Considerations for Minnesota Attorneys
- —State estate tax with $3 million exemption
- —Transfer on Death Deed available
- —Elective share for surviving spouse
- —Informal probate procedures
Minnesota-Specific Documents
State-specific drafting language and formatting aligned with Minnesota statutes and local recording practices.
Core drafting set
- —Revocable living trust
- —Pour-over will
- —Durable power of attorney
- —Advance health care directive
- —HIPAA authorization
- —Deed templates aligned to local recording rules
- —Certification of trust
State forms and filings
- —Minnesota Deeds
- —Minnesota Statutory Short Form Power of Attorney
- —Minnesota Health Care Directive
Minnesota Estate Planning Laws
- —Minnesota Estate Tax
- —Minnesota Uniform Trust Code
- —Transfer on Death Deed statute
What Statular Offers Minnesota Attorneys
Document Automation
Generate complete estate planning packages from a single interview—trusts, wills, POAs, and healthcare directives.
Client Questionnaires
Branded client portal with secure questionnaires that sync directly into your drafting interview.
80+ Document Types
Comprehensive library including trusts, wills, powers of attorney, deeds, and client materials.
Secure Cloud Storage
Enterprise-grade security with 256-bit encryption. All documents stored in your firm's secure vault.
Get Started
Join Minnesota attorneys using Statular for estate planning document automation.
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Core Documents
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Advance Healthcare Directive
- HIPAA Authorization
- Grant Deed & Quitclaim Deed
- Certification of Trust
- Asset Schedules