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Practice Development


A library of useful resources, curated for achievers, expressly for subscribers of Interactive Legal.

Practice Development

Subscribers enter into one of the newest resources amidst the vast array available at InterActive Legal. On these pages, you’ll discover advice from Estate Planning and Elder law experts, designed to distinguish your practice in the areas of Marketing, Practice Management and Drafting.

Marketing

Marketing

From perfecting your elevator pitch and branding your practice, to mastering social media, and most topics in between, this collection of curated counsel is from a variety of established practitioners who share their proven methods.

Practice Management

Practice Management

Whether you are researching opening your own firm or want to learn what software is considered a “best practices” investment, this area is dedicated to making your Estate Planning or Elder Law practice a contemporary, cutting-edge, efficiency machine.

Drafting

Drafting

You’ve already acquired the most robust drafting solution available in your niche. Sometimes, you need extra guidance on which document is the right solution, or advice on how “power users” are making the most of their suites from InterActive Legal.

Take a look around. Watch a video or recorded webinar. Feel your mind expand. Be sure to check back often as new titles will be added and made available. This benefit is reserved solely for our valued subscribers.

Ready to Get Started?

See how InterActive Legal can help grow your practice and help you spend less time drafting and more time engaging with clients.

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What Our Subscribers Are Saying

Matthew Dawson

“Interactive Legal has been the game changer for my practice. The quality of the work product produced is incredible, the constant educational webinars, and the forum feedback has grown my practice from a simple estate planning practice to serving clients with complex and sophisticated issues. It might sound cheesy, but I feel part of a family and every time I call in for something, I feel like the IL representative has a genuine interest in helping me. Linda is awesome, IT support is incredible, and you need to take out a 10M keyman policy on Teresa--she is incredibly knowledgeable, always very professional and friendly, and extremely patient. ”

Matthew "Match” Dawson Esq., AEP, CTEP, FGAFM,
Attorney, Dawson Law, LLP

Peter Brautigam

“My office has used Interactive Legal Systems since they first came out. We have been very pleased with the product and the support. I have one attorney that uses it exclusively for all drafting. The paralegal in our office is well versed in it and she can make it do what we want.”

Peter Brautigam, Manley & Brautigam, PC
Anchorage, AK

Kristin Dzialo

“Thank you again, InterActive Legal. We moved from a competitor to ILS last year and the forum and customer service at ILS is just incomparable—it really sets you all apart.”

Kristin Dzialo, Esq
Eckert Byrne, Cambridge, MA

Lewis J. Saret

“I have been an ILS subscriber for well over a decade and I love the ILS service. The benefits I’ve experienced include the following: (1) the ILS service has made me a better lawyer because I’ve learned so much from the software, the discussion board, and the included webinars and other resources; (2) drafting using the software is very efficient, much more so than using model documents; and (3) I have a greater sense of security and risk management knowing the documents are constantly updated and by the responsiveness of the discussion board and other resources that ILS makes available to users. All in all, I cannot imagine practicing without it.”

Lewis J. Saret
Law Office of Lewis J. Saret, Washington, D.C.

Jessica A. Hayes

“I have been an ILS subscriber for over 11 years and find the service invaluable to my estate planning practice. You not only have access to a variety of forms that are customizable and updated on a regular basis, but you also have access to their library of work and the listserv. Where else can you have access to replies from Jonathan Blattmachr, Howard Zaritsky and Natalie Choate among others. I have and will continue to recommend ILS to fellow attorneys. Well worth the price of admission.”

Steven C. Robinson, Esq.
Robinson Wolenty & Young, LLP - Indianapolis, IN

Allyson B. Russo

“The sales & training teams at InterActive Legal have been professional and top notch. They make the process to learn the software as easy and as thorough as possible. It is also a wonderful product that has already enhanced my practice!”

Allyson B. Russo
Russo Law Offices – Hinsdale, IL

Amos Goodall

"An attorney practicing elder law without the benefit of sophisticated software is foolhardy. On the other hand, an attorney who blindly plugs a client’s information into canned forms does his clients a disservice. InterActive Legal, with its unparalleled support and comprehensive draft documents that are fully and easily customized to fit clients’ personal situations, allows me to practice law efficiently and effectively. My clients deserve no less."

H. Amos Goodall, Jr., Esquire, LL.M., CELA
Goodall & Yurchak, P.C. - State College, PA

R. Hal Moorman

"I have been using InterActive Legal for a number of years. Like any technology, there is a learning curve, but they have an excellent staff to help you when you can’t figure something out. The forms can be as sophisticated or as simple as you desire. Because it is a system, it prompts you to make decisions as you do your drafting. If you don’t understand the question, the system has a tutorial to help you understand why it is asking you a question. The system is upgraded on a continual basis. I highly recommend it."

R. Hal Moorman
Moorman, Tate, Haley, Upchurch & Yates, L.L.P.

John J. Scroggin

"I can’t live without your wonderful Listserv!"


John J. Scroggin
Scroggin & Company, Counselors At Law

Dale Ann Kaiser

"I researched all the estate planning drafting systems on the market before purchasing ILS Wealth Transfer Planning. It is by far the best drafting system in terms of both the estate planning documents themselves and the resources and expertise available to users. ILS allows me to do sophisticated documents and, as a side benefit, I also use ILS for research and education."

Dale Ann Kaiser
Kaiser Law Group

Click here for in-depth testimonials from our Subscribers

Events

A Disruption in Trust Taxation - Kaestner and Paula Cases Reviewed

Join us for a complimentary in-depth discussion of two recent court opinions of great importance, both of which should be considered in trust planning and in trust administration. Three leading experts, Jonathan G. Blattmachr, Mark Lobb, and Aaron Hegji will discuss the Kaestner and Paula cases, and provide explicit recommendations on structuring and administering trusts to avoid state tax on trust income, in light of the holdings.

Snap, Crackle, Swap—More on the Substitution Power in Grantor Trusts

In late May, Paul Hood was joined on a webinar by Jonathan Blattmachr and Professor Mitchell Gans to extensively analyze the power to swap or substitute assets with a grantor trust. That presentation included more information than could be covered in the planned ninety minutes, so we are pleased to bring back the same panel to continue their discussion.

Valuations and Estate Planning - Impact of Covid

What are the valuation implications of the current economic environment brought about by the economic implications and stock market’s reaction to the COVID-19 crisis? The program will discuss the practical ramifications to valuations and the implications to estate planning transactions. A number of factors may have aligned for what is potentially a unique opportunity to maximize the efficient use of exclusion amounts and transfer significant wealth at a relatively lower cost. The program will provide technical but practical valuation insights that practitioners will need to understand in guiding clients planning in the last half of 2020.


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