Document Automation in Estate Planning – Automating the MN Statutory Power of Attorney Form

Event Description

Deadline to Register: Thursday, October 3, 2019


Document automation helps you save time, reduce errors, and stop using "find & replace." During this presentation, you will learn the tools and principles necessary to create your own document automations. No technical background required. You will have the opportunity to follow along and create a questionnaire that automates the MN Statutory Power of Attorney Form. This tool can do more than just fill in the blanks; it can allow you to edit entire clauses and phrases to fit the facts of your case. You'll also learn how to customize your tool to populate more documents (e.g. will, healthcare directive) with the same information.


Thomas F Officer, Product Designer & Cofounder,

CLE Credits:

1.0 CLE credit will be applied for | Event Code:


MSBA Member:  FREE
Non-Member:  $35.00 
Law Student: FREE

Remote Participation: Instructions will be sent the day before the CLE.

If you cannot find the instructions, please check your junk or spam folder. If you did not receive the instructions, check your email receipt to confirm you are registered for this event. If you are registered and did not receive the instructions, email


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Pre-Registration is Closed

Monday, October 7, 2019

9:00 AM to 10:00 AM