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PARTNERS & INTEGRATIONS

UNIQUE RESOURCES AND DISCOUNTED SERVICES FROM TRUSTED PARTNERS

ONE OF THE BENEFITS OF BEING PART OF OUR COMMUNITY IS ACCESS TO EXCLUSIVE RESOURCES AND NEGOTIATED INCENTIVES FOR HIGH QUALITY PRODUCTS AND SERVICES FROM OUR STRATEGIC PARTNERS.

Fair Split

FAIRSPLIT

FairSplit provides the first online solution dedicated to listing, sharing and dividing the personal property of estate settlement or downsizing. It provides the families, and the professionals working with them, full transparency and a new efficient platform to figure out fairly, what can be sold or donated and a unique system of rounds to determine who gets what.

Subscriber Benefits:

  • 20% discount on Division upgrades from the Free Inventory to any Paid Division

  • 30 minute Zoom demo and Q&A with the founder for Subscribers and their teams


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Elder Law College

ELDER LAW COLLEGE

Elder Law College offers the most comprehensive, detailed and accelerated training available. ELC offers world-class training, graduate level courses and ongoing support to help each student forge a better, more holistic, more profitable practice where they can do well by doing good.

ELC’s 360º Practice Builder Conference is currently approved for CLE credit in most states.


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Alaska Trust Company

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.).


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Amazon Web Services

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.


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DocuBank

DOCUBANK

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.

Subscriber Benefits:

  • Complimentary access for the first two clients enrolled

  • 60% discount for any additional clients enrolled


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Leimberg and LeClair, INC.

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.

Subscriber Benefits:

  • Complimentary NumberCruncher software integration within InterActive LegalSuite

  • Unlimited access to LISI "Lite"

Available to Professional version subscribers only


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Longbow Strategic Group

LONGBOW STRATEGIC GROUP

Longbow is a strategic marketing agency focused on Brand, Content and Digital.

Visit our PracticeDev offering—Protect, Promote, and Develop your Practice with IT, Internet Development and Promotion tailored to legal and financial professionals.

Subscriber Benefits:

  • Discounted rate for InterActive Legal Subscribers

  • Gratis 30-minute Consult


Longbow PracticeDev
Krause Financial Services

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.

Subscriber Benefits:

  • Complimentary state-specific Medicaid Desk Reference within InterActive LegalSuite


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TrumpChimp Summits

TRUSTCHIMP™ SUMMITS

Educational resources and summits designed to help attorneys master trusts as a planning tool in the context of public benefits such as Medicaid.



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Wolters Kluwer Law & Business

WOLTERS KLUWER LAW & BUSINESS

Legal education resources delivering vital insights, intelligent tools, and the guidance of subject-matter experts.

Subscriber Benefits:

20% discount on treatises by Thomas D. Begley, Jr.:

  • Special Needs Trust Handbook

  • Representing the Elderly Client: Law and Practice with CD


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Zola Suite

Zola Suite

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.


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Business Network International

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.


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INTEGRATIONS
We integrate with the services your practice already uses

Clio

Clio Manage

The InterActive LegalSuite Clio Manage Integration gives InterActive Legal subscribers the ability to quickly and easily create clients in their InterActive LegalSuite document drafting practice system by importing their Clio Manage contacts. This integration allows seamless import of the contact information and other details entered in Clio Manage (i.e., spouse, beneficiaries, and other parties) into a NEW InterActive LegalSuite Client Interview. When importing into ILS, subscribers are prompted to select a Matter from Clio that will be used as a reference for ILS to import the Client and any Related Contacts linked in that Matter. Clio Manage Integration is FREE for all InterActive LegalSuite subscribers that also subscribe to Clio Manage.

Summary of Benefits

  • Attorneys who subscribe to BOTH Clio Manage and InterActive Legal will enjoy enhanced efficiency during the client intake process.
  • Attorneys can now modernize their practice making it more efficient and effective.
  • Attorneys can enjoy digital onboarding that imports Clio Contact record into the InterActive LegalSuite drafting solution.
  • Automated Client Intake process saves time and money at your firm.

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Yourefolio

Yourefolio

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

  • InterActive LegalSuite Client Import from Yourefolio
  • Exclusive Yourefolio Subscription DISCOUNT for InterActive Legal Subscribers
  • Complimentary InterActive Legal Yourefolio Attorney Collaboration Program
  • Complimentary Attorney/Advisor Discussion Forum

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Commonwealth Community Trust

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.

Subscriber Benefits:

Documents to establish self-funded and third-party special needs trusts
Available to Elder Law Planning subscribers only


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HotDocs

HotDocs

HotDocs allows law firms to automate the generation of transactional legal documents—anything from standard correspondence to complex wills, trusts, and contracts.

Subscriber Benefits:

Complimentary HotDocs Player software included with InterActive LegalSuite subscription


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Lexis Nexis

Lexis Nexis

Reduce redundant keying of data with the seamless integration of Time Matters client, case, and document management software.


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Brentmark

Brentmark

InterActive 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.


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Events

Post-Election Estate Planning What to Do For Clients In November and December of 2020

Speakers: Jonathan G. Blattmachr, Esq., Robert Keebler, CPA, and Martin M. Shenkman, Esq.

The 2020 election demonstrated that the projected Democratic sweep did not occur. Former Vice President Biden won the Presidency, but that is still being challenged. The Republicans have control of the Senate it appears, but two runoff elections in Georgia in January 2021 may provide the Democrats a chance to pick up two additional seats making the Senate evenly split between Democrats and Republicans. What does this all mean to clients that were engaged in planning in anticipation of the Blue Wave that did not happen?

What Should Estate Planners Do Now? An InterActive Legal Post-Election Video Roundtable Event

Election Day 2020 is now behind us. As of this writing, most election results are in, though opinions vary about when we will know the full makeup and distribution of power between the Executive and Legislative branches. Court challenges, recounts, and run-offs all move forward, with the latter not taking place until January. Given that we may not have certainty for weeks (and in some cases months), estate tax planners charged with advising their clients on how to proceed for the balance of the year are in a bit of limbo. Advisors must determine whether to recommend taking action now or wait for more information, and come up with a plan for going forward after all results are finalized.

Evolving Roles in Trust Planning: Advising Fiduciaries, Non-Fiduciaries, and Those in Between – a Live Video Roundtable Discussion

The trust, as a legal concept, has existed for centuries, yet arguably the most significant developments in trusts have occurred in the last few decades. Due to the efforts of the estate planning community, clients now have a better understanding of the benefits offered by trusts, and more clients from a broader range of demographics are adopting trusts as part of their estate plan. This increase in trust use, and a shift in focus to a more collaborative, legacy-focused approach to planning, has also driven the demand for flexibility in trust drafting and administration.


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