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ALLIANCE 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.

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, INC.

Longbow is a targeted marketing agency, helping your practice grow with branding, content, and digital marketing.

Subscriber Benefits:

  • Discounted rate for InterActive Legal Subscribers

  • Begin with a Complimentary 30-minute Discovery Session


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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

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

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.

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 Christian concept of stewardship over assets is carried out by making a bequest in your will to complement philanthropy during a 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 Christian values.


Current Developments, New Ideas, and More

This 90 minute program will review new cases, rulings, news articles and more from the first four months of 2019.

Included in the discussion will be an analysis of the Sanders tax bill which might serve as a blueprint for a Democratic tax proposal should there be a change in administrations in Washington in 2020 and what practitioners should advise clients to do now. Several recent malpractice cases will be reviewed with an emphasis on practical steps practitioners in all disciplines, but especially estate planning attorneys, should take now to modify how they practice in light of the issues and risks of those cases (regardless of how they are resolved). New data on elder financial abuse and steps to help clients will be discussed. Cases and rulings on a wide array of topics including decanting, GST planning, charitable deductions and much more will be discussed.


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