PEAK TRUST COMPANY
Peak Trust Company, formerly Alaska Trust Company, was founded in 1997 and specializes in providing elevated trust and wealth management solutions set up under Alaska and Nevada law (asset protection trusts, perpetual trusts, etc.).
AMAZON WEB SERVICES
ILS Cloud™ is hosted on Amazon Web Services (AWS), a reliable, scalable, and economical cloud computing platform. InterActive Legal is pleased to have AWS as its exclusive Technology Partner for cloud solutions.
DocuBank provides on-line electronic storage and access for health care directives. Clients pay a fee to DocuBank and are issued credit card size IDs for their wallets. A phone call provides 24/7 access to the archived document to hospitals and health care providers.
Complimentary access for the first two clients enrolled
60% discount for any additional clients enrolled
LEIMBERG AND LECLAIR, INC.
Provider of software and resources related Estate Planning, Employee Benefits and Retirement Planning, Business Entities, Asset Protection Planning, Financial Planning, and Charitable Planning newsletters.
Complimentary NumberCruncher software integration within InterActive LegalSuite
Unlimited access to LISI "Lite"★
★Available to Professional version subscribers only
LONGBOW STRATEGIC GROUP, INC.
Longbow is a targeted marketing agency, helping your practice grow with branding, content, and digital marketing.
Discounted rate for InterActive Legal Subscribers
Begin with a Complimentary 30-minute Discovery Session
KRAUSE FINANCIAL SERVICES
Krause Financial Services is a pioneering, attorney-led financial services firm that specializes in crisis Medicaid planning through the use of Medicaid Compliant Annuities and other insurance products. With over 25 years of experience, we work with elder law attorneys and their clients to accelerate eligibility for benefits and provide relief from the financial hardship of long-term care.
Complimentary state-specific Medicaid Desk Reference within InterActive LegalSuite
Educational resources and summits designed to help attorneys master trusts as a planning tool in the context of public benefits such as Medicaid.
WOLTERS KLUWER LAW & BUSINESS
Legal education resources delivering vital insights, intelligent tools, and the guidance of subject-matter experts.
20% discount on treatises by Thomas D. Begley, Jr.:
Special Needs Trust Handbook
Representing the Elderly Client: Law and Practice with CD
Zola Suite features next generation case management capabilities + built-in email + built-in business and trust accounting + native iOS and Android apps + document automation. Zola Suite is Cloud 2.0 practice management with an interface that intersects lawyer-centric design and cutting edge technology to advance the practice and business of law.
Business Network International
BNI's (Business Network International) mission is to help members increase their business through a structured, positive, and professional referral marketing program that enables them to develop long-term, meaningful relationships with quality business professionals.
We integrate with the services your practice already uses
InterActive Legal (ILS) is excited to announce a new Alliance Partnership with Yourefolio™ that will provide additional opportunities and resources for our valued subscribers. Whether you are looking for new referral opportunities, ways to collaborate with other professionals in the estate planning field, or a new tool to help you better serve your clients, this new Alliance Partnership will benefit you.
Summary of Benefits
COMMONWEALTH COMMUNITY TRUST
Commonwealth Community Trust: A national nonprofit organization that provides administration of pooled special needs trust since 1990. CCT trust services are available nationwide to more than 1,100 clients.
Documents to establish self-funded and third-party special needs trusts★
★Available to Elder Law Planning subscribers only
HotDocs allows law firms to automate the generation of transactional legal documents—anything from standard correspondence to complex wills, trusts, and contracts.
Complimentary HotDocs Player software included with InterActive LegalSuite subscription
Reduce redundant keying of data with the seamless integration of Time Matters client, case, and document management software.
nterActive LegalSuite has had a longstanding integration with Brentmark's Estate Planning Tools to aid in tax planning calculations.
ILS customers who have this software can draft these calculations documents from within the ILS SmartContent, keeping related calculation documents and graphs all within the ILS matter.