TRAINING, COACHING, AND SUPPORT
Personalized Training Courses
One of our training coordinators will be happy to help you with your course selection, registration, or custom training options. If you need assistance, please call 321-252-0100.
This webinar is recommended for all new users of InterActive LegalSuite. It covers basic navigation of the software, setting up background information, entering client data, drafting documents and creating mirror image documents for a spouse. The webinar is presented once per week in a live online session.
InterActive Legal ONLINE Subscribers: Click here to view schedule and register for ILS101GS InterActive Legal LEGACY Subscribers: Click here to view schedule and register for ILS101GS
This webinar is recommended for all users of Wealth Transfer Planning. The webinar covers the preparation of Wills, Revocable Trusts, Irrevocable Trusts, and ancillary documents, with and without estate tax planning. This webinar will also introduce the preparation of other complex, tax-driven estate planning documents, such as GRATs, charitable trusts, partnerships, etc. The webinar is presented once per week in a live online session. (Required prerequisite: ILS101GS)
This webinar is recommended for all users of Essential Estate Planning. The webinar covers the preparation of Wills, Revocable Trusts, Irrevocable Trusts, and ancillary documents, with minimal estate tax planning. The webinar is presented once per week in a live online session. (Required prerequisite: ILS101GS)
This webinar is recommended for all new users of Elder Law Planning. The course covers the preparation of Estate Planning and common Elder Law and Special Needs Planning scenarios. This includes drafting trusts which are commonly used in elder law engagements such as first party special needs trusts (d4A), third party special needs trusts, and trusts which would be used in planning for Medicaid or Veterans Benefits. This webinar is offered once per week in a live online session. (Required prerequisite: ILS101GS)
This 75-minute training class is recommended for attorneys, paralegals and word processing personnel who edit InterActive LegalSuite documents. The webinar covers the Word features used in InterActive LegalSuite documents. Participants learn how to add/edit text using the proper techniques to keep text aligned and auto-numbering formatted correctly. Basic Word concepts are covered in the first 60 minutes of this training class. Experienced Word users may stay online for an optional 15 minutes dedicated to advanced topics.
View schedule and register for ILS102 Word for Windows View schedule and register for ILS102 Word for MAC
This webinar is available to Wealth Transfer Planning and Elder Law Planning Legacy Plus subscribers only. InterActive Legal has opened up the templates for editing by authorized users with developer privileges. Since the templates are regularly updated, preliminary training is required before any customization is attempted. This webinar covers the structure of ILS templates, the MECHANICS of how to edit Element Templates, best practices for managing customized templates and updates to shipping templates, and paragraph and text formatting tips. This webinar is offered on the second and fourth Wednesday of every month. (Required prerequisite: Subscriber Drafting Webinar: "Quick Drafting in InterActive Legal - Choosing (and Building) Profiles with Real-World Examples."
View schedule and register for ILS104
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