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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

Retirement Benefits Planning

The Retirement Benefits Planning program is included as part of the Elder Law Planning practice system. Learn More

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

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

Family Meetings: They are not what you might think they are!

The key to a family’s success is family education and trust building through an organized and prioritized family meeting process. Family education is a life-long-learning adventure to be taken together. What can we do, as advisors, to help our client families? If we make this part of our practice, will it also help our practice grow?

Estate Planning for Scientologists

This webinar is the 5th in an ongoing series exploring how estate planners can tailor estate, financial, charitable, and related planning, and drafting to reflect a client’s particular religious beliefs. One goal of this series is to promote diversity and inclusion, and enhance understanding of other faiths.

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.


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