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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.

 

Recommended Training Courses

Live Online Training for New Users and Existing Users

Please Note: Registration closes 30 minutes prior to training start time.

ILS101GS-Getting Started with InterActive Legal:

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

ILS101WTP-Estate Plan Drafting in Wealth Transfer Planning:

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)

InterActive Legal ONLINE Subscribers: View schedule and register for ILS101WTP
InterActive Legal LEGACY Subscribers: View schedule and register for ILS101WTP

ILS101EEP-Estate Plan Drafting in Essential Estate Planning:

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)

InterActive Legal ONLINE Subscribers: View schedule and register for ILS101EEP
InterActive Legal LEGACY Subscribers: View schedule and register for ILS101EEP

ILS101ELP-Drafting Elder Law Documents in Elder Law Planning: 

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)

InterActive Legal ONLINE Subscribers: View schedule and register for ILS101ELP
InterActive Legal LEGACY Subscribers: View schedule and register for ILS101ELP

ILS102-Document Formatting and Editing in Word:

This webinar teaches attorneys, paralegals and word processing personnel about the advanced Word features used in InterActive LegalSuite documents.  Subscribers learn how to add/edit text using the proper techniques to keep text aligned and auto-numbering formatted correctly.  ILS distributes a proprietary toolbar in Word that provides several easy and convenient editing and formatting tools.  All features of the ILS toolbar are covered in this webinar.  The following optional advanced topics will be covered in the final 30 minutes: section breaks and footers, two-level table of contents, and custom style sheets. The webinar is presented once per week in a live online session.
View schedule and register for ILS102


Additional Training Courses

ILS104-Customization of Element Templates:

Legacy Plus

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


ILS105-Amazon Web Services and InterActive LegalSuite:

This webinar is required for all subscribers who access their InterActive Legal practice system through Amazon Web Services. The webinar covers Amazon WorkSpaces, Amazon WorkDocs, cloud security, snapshots and backups. The webinar is presented once per week in a live online session.
View schedule and register for ILS105

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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

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InterActive Legal

930 South Harbor City Blvd, Ste 505
Melbourne, FL 32901