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.
Swap your intake forms out for an intake portal where you can collaborate with your clients on the inputs to their estate plan, then sync the contacts over in full detail to Interactive LegalSuite Online in seconds.
Create a questionnaire for each of your different practice areas – keeping all your intake in one place. Sync a matter and all the contacts the client entered over to Interactive LegalSuite Online. Sync matters and contacts to your Case Management system and CRM. Export the structured asset inventory to Excel – to create funding instructions or checklists.
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.
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
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.).
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 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.
Interactive Legal subscribers are entitled to an exclusive discount.
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.
Discounted rate for InterActive Legal Subscribers
Gratis 30-minute Consult
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
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
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
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.
Reduce redundant keying of data with the seamless integration of Time Matters client, case, and document management software.
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.