Elder Law Planning
Elder Law Planning is a comprehensive planning and drafting system for elder law attorneys. This robust system aids in the planning phase and during preparation of documents outlining and executing the modern Medicaid strategies that provide the most benefit for your client.
Elder Law Planning™ from InterActive Legal is a comprehensive planning and drafting system for elder law and special needs planning attorneys. This robust system assists at every stage and includes all the estate planning and asset protection documents most planning attorneys will need as well as legal documents which help implement a client-centered plan.
Wills & Trusts
Trusts for Medicaid Asset Protection
Trusts for planning for Non-Service Connected Veterans Pension Benefits (Aid & Attendance)
Surrogate Decision Making Documents
Third Party Special Needs Trusts
First Party Special Needs Trusts
Commonwealth Community Trust ® Pooled Trust Documents
Strategy Specific Documents (Caretaker Child Affidavits, Promissory Notes and much more)
Checklists for common planning scenarios
Asset Protection Workflow Documents
Asset Protection Plan to provide to clients
Practice Management Materials
Initial Consultation Letter
Letter confirming contact information
Letter with documents for review
Client receipt for new documents
Letter to agent under a power of attorney
Memorandum with Estate Planning Q&A
Invoice for legal services
Long-term care insurance waiver
Signing appointment checklist
Document index for binder
Client letter of last instructions
Client satisfaction survey
Nursing home evaluation checklist
Nursing home resource disclosure form
Estate Planning Memoranda
Transfers to Minors Planning Memo
Transfers in Trust vs. Outright Planning Memo
Using Wills vs. Revocable Trusts Planning Memo
Ownership of Life Insurance Planning memo
Estate Planning Marital Property Agreements
Separate Property Agreement
Spousal Agreement and Consent
Community Property Aggregate Theory Agreement (California only)
Asset Protection Planning
Asset Protection Plan
Cover letter for Asset Protection Plan
5-year Advance Planning
Medicaid Qualification Workflow
Worksheets containing client data collected for Medicaid Qualification planning
Medicaid Qualification Workflow Related Materials
Elder Law Agreements and Plan Implementation Documents
Agreements for use in certain Medicaid planning situations
Estate Planning Documents
Joint Revocable Trusts
Ready to Get Started?
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What Our Subscribers Are Saying
"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
"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.
"I can’t live without your wonderful Listserv!"
John J. Scroggin
Scroggin & Company, Counselors At Law
"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