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HeckerlingHeckerling 2019 | Estate Planning's Premier Event

The Best Drafting Software for Estate Planning and Elder Law Attorneys

Connect, Collaborate and Create—with InterActive Legal

 

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Request a Demo: See what makes InterActive Legal unique!

Why InterActive Legal?

Estate Planning and Elder Law professionals turn to us as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.

Tailored Planning

Flexible, intuitive systems help you develop plans tailored to your client’s individual circumstances in the context of current federal and state laws.

Increase Efficiency

Analyze each client's unique situation, then generate accurate, complete, and effective documents - every time!

Minimize Risk

A systems-based approach to document drafting ensures consistency across your planning and automatic updating means your documents are never stale or outdated.

Create Superior Documents

Founded by renowned Trusts and Estates attorneys, Jonathan G. Blattmachr and Michael L. Graham, InterActive Legal provides the solutions necessary to tackle complex 21st century planning challenges.

Get The Best Support

Get first-class training and support with live and recorded classes, audio/visual tutorials, and personalized coaching opportunities. Experienced in-house attorneys answer your content questions, while our technical team makes sure your system runs at top efficiency.

Save Time and Money

More than just the best document drafting system, InterActive Legal offers you the most comprehensive productivity system on the market with keystroke access to the resources your firm needs for increased profitability!

ILS Drafting Software

What Our Subscribers Are Saying

James M. Dingley

“I’ve come to recognize InterActive Legal as occupying ‘the sweet spot’ within the automated document drafting and assembly arena for estate planning. They are competitively priced and offer superior documents. Their customer relations team is superior in every way. I heartily endorse ILS and recommend that any prospective firm request a Demo of their capabilities.”

James M. Dingley, Attorney at Law
Manchester, VT

Kristin Dzialo

“Thank you again, InterActive Legal. We moved from a competitor to ILS last year and the forum and customer service at ILS is just incomparable—it really sets you all apart.”

Kristin Dzialo, Esq
Eckert Byrne, Cambridge, MA

Lewis J. Saret

“I have been an ILS subscriber for well over a decade and I love the ILS service. The benefits I’ve experienced include the following: (1) the ILS service has made me a better lawyer because I’ve learned so much from the software, the discussion board, and the included webinars and other resources; (2) drafting using the software is very efficient, much more so than using model documents; and (3) I have a greater sense of security and risk management knowing the documents are constantly updated and by the responsiveness of the discussion board and other resources that ILS makes available to users. All in all, I cannot imagine practicing without it.”

Lewis J. Saret
Law Office of Lewis J. Saret, Washington, D.C.

Jessica A. Hayes

“I have been an ILS subscriber for over 11 years and find the service invaluable to my estate planning practice. You not only have access to a variety of forms that are customizable and updated on a regular basis, but you also have access to their library of work and the listserv. Where else can you have access to replies from Jonathan Blattmachr, Howard Zaritsky and Natalie Choate among others. I have and will continue to recommend ILS to fellow attorneys. Well worth the price of admission.”

Steven C. Robinson, Esq.
Robinson Wolenty & Young, LLP - Indianapolis, IN

Jessica A. Hayes

“I’ve been very pleased with InterActive Legal’s systems and customer service. Led by some of the most respected experts in this practice area, ILS’ team has a collective knowledge and willingness to help that is unparalleled. The system is continuously updated to reflect changes in the law and contains a wealth of educational materials and resources. I have peace of mind in knowing there’s an entire team at ILS there to help me provide the best possible service to my clients.”

Jessica A. Hayes
Pender & Coward – Virginia Beach, VA

Allyson B. Russo

“The sales & training teams at InterActive Legal have been professional and top notch. They make the process to learn the software as easy and as thorough as possible. It is also a wonderful product that has already enhanced my practice!”

Allyson B. Russo
Russo Law Offices – Hinsdale, IL

Amos Goodall

"An attorney practicing elder law without the benefit of sophisticated software is foolhardy. On the other hand, an attorney who blindly plugs a client’s information into canned forms does his clients a disservice. InterActive Legal, with its unparalleled support and comprehensive draft documents that are fully and easily customized to fit clients’ personal situations, allows me to practice law efficiently and effectively. My clients deserve no less."

H. Amos Goodall, Jr., Esquire, LL.M., CELA
Goodall & Yurchak, P.C. - State College, PA

R. Hal Moorman

"I have been using InterActive Legal for a number of years. Like any technology, there is a learning curve, but they have an excellent staff to help you when you can’t figure something out. The forms can be as sophisticated or as simple as you desire. Because it is a system, it prompts you to make decisions as you do your drafting. If you don’t understand the question, the system has a tutorial to help you understand why it is asking you a question. The system is upgraded on a continual basis. I highly recommend it."

R. Hal Moorman
Moorman, Tate, Haley, Upchurch & Yates, L.L.P.

John J. Scroggin

"I can’t live without your wonderful Listserv!"


John J. Scroggin
Scroggin & Company, Counselors At Law

Dale Ann Kaiser

"I researched all the estate planning drafting systems on the market before purchasing ILS Wealth Transfer Planning. It is by far the best drafting system in terms of both the estate planning documents themselves and the resources and expertise available to users. ILS allows me to do sophisticated documents and, as a side benefit, I also use ILS for research and education."

Dale Ann Kaiser
Kaiser Law Group

Click here for in-depth testimonials from our Subscribers

Events

Estate Planning Roadmap—Part 2

In this world of constant uncertainty, only one thing is clear, planners need a roadmap in order to be successful in crafting strategies to preserve and protect their clients’ wealth.

Estate Planning Roadmap—Part 1

While no one can predict the 2020 election, there is a possibility of a shift of control in Washington to consider. In addition, changes in demographic trends, and increasing elder financial abuse, the challenges to estate planners have become ever more complex. This Webinar will explore various planning strategies that practitioners may employ to help clients capitalize on the estate tax environment created by the 2017 tax act, with consideration of these newer developments and trends affecting income tax planning, asset protection planning, drafting conventions and more.

Estate Planning for the Muslim Client

Watch this insightful webinar, recorded on Wednesday, October 23, 2019. The last in our series of estate planning relative to different faiths' customs and norms, this webinar provides a practical overview of how estate planners can modify their plans to best address the religious concerns of Muslim clients.


Life and Death Planning for Retirement Benefits

Digital Subscription | by Natalie Choate

For more information, visit RetirementBenefitsPlanning

InterActive Legal

Contact InterActive Legal

InterActive Legal

930 South Harbor City Blvd, Ste 505
Melbourne, FL 32901