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DRAFTING SERVICES


Outsource Individual Drafting Projects—
An exclusive subscriber benefit

You Manage The Client, We Manage The Drafting

Whether backlogged with work, in a time crunch, or simply in need of additional drafting expertise, InterActive Legal subscribers can use Drafting Services to sustain or grow their client base. With typical turnaround times of two business days, our drafting experts let you be the hero, delivering on time, as agreed.

Let Us Be Your Back Office

Drafting Services is a flexible and capable solution to both the solo law firm aiming for ultimate efficiency as well as the busy large firm in need of additional document drafting assistance.

Open Your Firm To New Options

InterActive Legal can assist in fulfilling the wishes of your clients while maintaining their relationship solely with you. By producing a document directly for your firm, you’ll develop a stronger bond with your client, meeting each of their estate or elder planning needs regardless of your prior experience in any single topic.

A Drafting Service Order Includes

  • Most documents From InterActive Legal Products
  • Drafted Based On Your Client's Needs
  • Fast Delivery Time (usually 2 business days)
  • Helpful and Knowledgeable Staff
  • One Round of Revisions Based On Your Input

Classic Documents From Our Elder Law and Wealth Transfer Planning Products Open to Your Use

Elder Law Trusts:

  • Children’s Trusts

  • VA Planning Trusts

  • First Party Self-Settled (d4A) Trusts

  • Self-Settled or Third Party Pooled Disability Trusts

  • Qualified Income (Miller) Trusts

  • Income Only Trusts

  • Sole Benefit Trusts

  • Third Party Special Needs Trusts

Estate Tax Planning Trusts:

  • Charitable Lead and Remainder Trusts

  • Wholly Charitable Trusts

  • Extra Crummey Trusts

  • Lifetime QTIP Trusts

  • Asset Protection Trusts

  • GRATs and QPRTs

  • Split Purchase Trusts

  • Split Purchase Annuity Trusts

  • Beneficiary Defective Trusts

Estate Planning Documents:

  • Comprehensive, Contemporary, and Essential Wills

  • Revocable and Irrevocable Trusts

  • Single Beneficiary Irrevocable Trusts

  • 2503(c) Minor’s Trust

  • State Specific Powers of Attorney

  • State Specific Medical Directives

And More:

  • Retirement Asset Beneficiary Designation Forms

  • Medicaid Asset Protection Plan

  • Elder Law Strategy Documents (Reverse Half-A-Loaf, Transfer Documents)

  • Practice Management Materials

Ready to Get Started?

See how InterActive Legal can help grow your practice and help you spend less time drafting and more time engaging with clients.

Request a Demo

What Our Subscribers Are Saying

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

Charitable Giving Webinar

This webinar covers:

  • The intersection of charitable giving and estate planning including income tax and state estate tax reduction.
  • How one can obtain the full benefit of a significant charitable donation without having to give up on the new higher standard deductions.
  • When it is best to use a charitable lead trust and whether it should be a grantor trust or not. New concepts will be presented.

199A Proposed Regulations—A First Look

Proposed regulations regarding Internal Revenue Code 199A have been submitted to the Office of the Federal Register (OFR) for publication and are currently pending placement on public display at the OFR and publication in the Federal Register. While the final proposed regulations may vary from the document released on August 8, 2018 (editorial changes may be made during the OFR process) this allows us the opportunity to review how the IRS has tackled numerous issues and questions regarding IRC 199A. Join us for a first look at the proposed regulations, including significant regulations regarding IRC 643(f), which affect multiple trusts and every practitioner must know.

For more information, visit EstatePlanning2018.com

Life and Death Planning for Retirement Benefits

Digital Subscription | by Natalie Choate

Retirement Benefits Planning

For more information, visit RetirementBenefitsPlanning.net

InterActive Legal

Contact InterActive Legal

InterActive Legal

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