Request a Demo: See what makes InterActive Legal unique!

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.

Long-Term Wealth Preservation Strategies

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

Document Summary:

Practice Management Materials

Initial Consultation Letter

Engagement Letter

Disengagement Letter

Client Questionnaire

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

Partition 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

Client Data

Income/Asset

Eligibility

Transfer/Spend Down

Medicaid Application

Elder Law Agreements and Plan Implementation Documents

Agreements for use in certain Medicaid planning situations

Estate Planning Documents

Wills

Revocable Trusts

Joint Revocable Trusts

Irrevocable Trusts

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

“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

“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

“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

Click here for in-depth testimonials from our Subscribers

Events

Roundtable: The Balancing Act – Staying Upright When Dealing With Diminished Capacity

As lawyers, our primary obligation is to serve the best interests of the client. One way estate planners do this is by putting a plan in place to protect both the client and the client’s assets in the event of incapacity.