Long-Term Wealth Preservation Strategies

“Opening a solo practice, I have had the opportunity to take part in many trainings for different software’s and products. The trainings for InterActive Legal have been among the best I’ve come across. Each team member has been patient, enthusiastic, and knowledgeable. The content has been relevant and informative. Kudos to everyone and thank you for a wonderful onboarding experience!”

Courtney Abrahams
Orlando, FL

“I have used InterActive Legal in my practice since I became a Co-Founder of the company in 2003. I switched to the new, online version in July 2021 after using the desktop version and then the version based upon WorkSpaces and WorkDocs. The new online version is even better than I had hoped. Not only is it more modern and elegant to use, it makes the drafting process a joy. I encourage Legacy users to migrate over to the online version. Faster, easier, and far more intuitive. If you’re not yet a subscriber, do your practice a big favor and Request A Demo from this website!"

Michael L. Graham
Dallas, TX

I just wanted to let you know that I am absolutely LOVING InterActive Legal. Thank you again for helping me to “see the light”. The drafting platform have made life so much easier in terms of getting quality documents completed in a more efficient way. I am also appreciating the webinars and listserv as well.

Sherley Joseph-Roper, Esq.
Snellville, GA

“Hi Teresa, I meant to follow-up last week to your response… just wanted to say thank you for your swift response and expert opinion. It is extremely helpful to have you and your team as a “go-to” resource."

Matthew Leahy
Charleston, SC

“Thanks for your very thorough reply in short order. This gives me further comfort and reinforces my view that InterActive Legal is the best drafting system available for lawyers with sophisticated estate planning clients with complicated client profiles. Stay safe.”

Melvin A. Warshaw
Wellesley, MA

“Interactive Legal has been the game changer for my practice. The quality of the work product produced is incredible, the constant educational webinars, and the forum feedback has grown my practice from a simple estate planning practice to serving clients with complex and sophisticated issues. It might sound cheesy, but I feel part of a family and every time I call in for something, I feel like the IL representative has a genuine interest in helping me. Linda is awesome, IT support is incredible, and you need to take out a 10M keyman policy on Teresa--she is incredibly knowledgeable, always very professional and friendly, and extremely patient. ”

Matthew "Match” Dawson Esq., AEP, CTEP, FGAFM
Attorney, Dawson Law, LLP

“My office has used Interactive Legal Systems since they first came out. We have been very pleased with the product and the support. I have one attorney that uses it exclusively for all drafting. The paralegal in our office is well versed in it and she can make it do what we want.”

Peter Brautigam, Manley & Brautigam, PC
Anchorage, AK

“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

“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.

“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

“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

"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