Call 321.252.0100

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.

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.


Learn More
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


Learn More
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.).


Learn More
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


Learn More
Leimberg Information Services

LEIMBERG INFORMATION SERVICES

Leimberg Information Services (LISI) is a monthly subscription service providing financial service professionals fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by experts in their respective fields.

Subscriber Benefits:

  • Interactive Legal subscribers are entitled to an exclusive discount.


Learn More
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


Learn More
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.



Learn More
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


Learn More
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.


Learn More
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.


Learn More

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.

Learn More
Yourefolio

Yourefolio

InterActive Legal's Alliance Partnership with Yourefolio provides 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 Alliance Partnership will benefit you.

Summary of Benefits

  • Client Import from Yourefolio to InterActive LegalSuite's Legacy platform
  • Exclusive Yourefolio Subscription DISCOUNT for InterActive Legal Subscribers

Learn More
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


Learn More
HotDocs

HotDocs

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


Learn More
Lexis Nexis

Lexis Nexis

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


Learn More
Brentmark

Brentmark

InterActive LegalSuite has had a longstanding integration with Brentmark's Estate Planning Tools to aid in tax planning calculations.


ILS Legacy subscribers 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.


Learn More

Events

Addictions and Impaired Clients: Estate and Related Planning Considerations

Drug use is on the rise in this country and 23.5 million Americans are addicted to alcohol and drugs. That’s approximately one in every 10 Americans over the age of 12. No estate, tax or financial planner can assume that a significant number of client families are not affected (they are). The reality is that the practitioner must understand the commonality of these issues and guide clients, draft documents, and administer estate plans, trusts and financial plans accordingly. Learn how to take steps, from a legal and planning perspective, to protect family members and other beneficiaries from further harm, depleting family assets, and further damage to the whole “family” unit (however the client may choose to define that term).

The ABC’s of Estate Planning for Retirement Benefits in a Post-SECURE World

Exclusive On-Demand Webinar from Natalie Choate

Please Note: ILS Subscribers have complimentary access to this video in the ILS Webinar Library

The SECURE Act has been part of the estate planning landscape for more than a year, but some planners are understandably still considering how (or if) it impacts their clients. A lack of regulatory guidance has generated further confusion, as professionals try to work within a framework of regulations that doesn’t match the framework of the new law. Add to that a seemingly contradictory IRS publication – which fortunately appears to be an inadvertent error – and it’s no wonder planning for retirement benefits remains a hot topic for discussion.

The ABC’s of Estate Planning for Retirement Benefits in a Post-SECURE World

Blockchain Technology and Estate Planning: Cryptocurrencies, NFTs, E-Wills, and Other Ways Blockchain May Affect Modern Estates

Digital assets were only the beginning. Today, there is a new intersection of technology and property interests that most estate planners – in fact, most people - don’t yet understand. Slowly, but surely, estate planners are starting to see clients with asset portfolios that include cryptocurrency and non-fungible tokens (NFTs). Much like tangible property or other intangible interests, these are assets of value, and therefore must be addressed as part of the estate plan. But unlike more traditional forms of property, understanding the nature of these assets requires some background information, and answers to some basic questions. What exactly are they? How are they owned? How can they be transferred? And maybe most importantly in a time of potential tax law changes, how are they valued?


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