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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

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

InterActive Legal

Contact InterActive Legal

InterActive Legal

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