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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

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

Catholic Estate Planning

Each component of a client’s estate and financial plan can embody their Catholic values, beliefs, and lifestyle. Practitioners can guide clients to write a letter of final instructions, or an “ethical will,” to their heirs. This can explain to the heirs the client’s connection with the Church, and how the Catholic concept of stewardship over assets is carried out by making a bequest in your will to complement philanthropy during lifetime. Each aspect of your client’s financial, retirement, insurance, death (dispositive scheme), and post-death (e.g., trusts for heirs) planning and documentation can be imbued, to the extent the client wishes, with Catholic values. This practical webinar will explore a range of issues.

Kaestner Case and State Income Taxation of Trusts

On June 21st, the Supreme Court of the United States entered its opinion in North Carolina v. Kaestner, 588 US (2019). The Kaestner case represents an extremely important decision for all estate planners, trust officers, trustees, and advisers. Although the holding is a narrow one, it is vitally important.

Christian Estate Planning

Each component of a client’s estate and financial plan can embody their Christian values, beliefs, and lifestyle. Perhaps the simplest way to integrate Christian values into an estate plan might be for a client to add to his or her will a bequest to an organization that has been instrumental or inspirational in his or her life, or which embodies the values he or she holds dear. But there is so much more.


Life and Death Planning for Retirement Benefits

Digital Subscription | by Natalie Choate

For more information, visit RetirementBenefitsPlanning

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Contact InterActive Legal

InterActive Legal

930 South Harbor City Blvd, Ste 505
Melbourne, FL 32901