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Essential Estate Planning


Specially designed to prepare documents for clients of modest wealth, our Essential Estate Planning is our most cost-effective estate planning and drafting system. It provides the essentials needed to elevate your practice, and keeps you up-to-date on changes in the law.

Essential Estate Planning

Designed to prepare documents for clients of modest wealth, the system helps you manage a large amount of transactional estate planning work using a “smart” collection of Wills, Trusts, ancillary documents, and forms, each one featuring a variety of options to meet most clients’ planning needs and requiring far less time-consuming custom drafting.

Legacy Planning Strategies

  • Efficient structuring of Marital, Family, and Descendants Trusts; balancing tax efficiency, family access, and creditor protection

  • Tax planning in "decoupled" states (those with independent state death taxes)

  • Asset protection strategies using Wills and Revocable Trusts

  • Customized estate planning for non-traditional relationships and families

  • Redirecting property through powers of appointment

  • Maximizing downstream wealth transfer using grantor trusts

  • Satisfying clients by creating individual cash legacies in trust

Document Summary:

Revocable Trusts

  • Separate & Community Property. State specific options and language. Different options for fiduciary powers. Options for unmarried partners available (as well as single and married individuals, including same-sex married couples). Executive Summary. Funding Instructions. Separate Certificate of Trust. Practitioner Action Steps Checklist.

Irrevocable Trusts

  • State specific options and language. Practitioner Action Steps Checklist. Fiduciary powers options. Separate Certificate of Trust. Executive Summary. Crummey Notices.

Wills

  • Separate & Community Property. State specific options and language. Fiduciary powers options. Options for unmarried partners available (as well as single and married individuals, including same-sex married couples). Executive Summary.

Powers of Attorney

  • State specific forms.

Agreements

Practitioner Planning Aids

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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