ABOUT US
The History of InterActive Legal
ILS Management, LLC (d/b/a InterActive Legal) is a Texas limited liability company with headquarters in Melbourne, FL. InterActive Legal was co-founded in 2003 by renowned Trusts & Estates attorneys Jonathan G. Blattmachr and Michael L. Graham.
Nationally recognized as creative strategists and estate planners of the highest caliber, our founders are trailblazers in the profession. Both highly respected by colleagues nationwide for their innovation and leadership, these forward-thinking attorneys came together to create a software solution that is so robust and dynamic that it can handle the highly sophisticated needs of 21st century estate planners and elder law attorneys.
This company, developed for like-minded professionals, works with an impressive advisory group - men and women with deep expertise and decades of planning and elder law experience who understand that a sophisticated solution is needed for the new age.
Today, the planning and drafting system is so robust and sophisticated, it helps attorneys in all 50 states tackle even the most complicated planning challenges with utmost confidence.
InterActive Legal is part of the InterActive Legal group of companies, which is comprised of three companies including:
InterActive Planning – offers intuitive technological resources for governmental benefits and estate planning. The company provides seniors, and those who care for them and/or serve them, a single source of truth for questions and answers involving estate and elder law issues, including estate planning, laws and rules relating to payment for housing and care, Medicare choices, and more.
InterActive Drafting Services – offers an avenue for the busy practitioner to outsource the preparation of legal documents commonly associated with estate planning and elder law. The company provides quality estate planning documents that enhance the attorney’s practice at a reasonable price.
Our Core Philosophy
Our primary objective is to empower Estate and Elder Law practitioners with the same practice techniques and knowledge as the best lawyers in the country.
We believe in using technology to make ideas, techniques, and synergies between bright people better than would otherwise be possible. By collaborating with some of the nation’s most renowned estate planning and elder law experts, we provide our subscribers with the most sophisticated knowledge-based system including breakthrough planning strategies, information, and ongoing professional development.
These foundation principles enable us to build upon our innovative edge while ensuring that new products and features meet the ever-growing needs of industry professionals, delivering a long-term solution rather than a short-term fix.
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.
Request a DemoWhat Our Subscribers Are Saying
“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
“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.
“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
“I’ve been very pleased with InterActive Legal’s systems and customer service. Led by some of the most respected experts in this practice area, ILS’ team has a collective knowledge and willingness to help that is unparalleled. The system is continuously updated to reflect changes in the law and contains a wealth of educational materials and resources. I have peace of mind in knowing there’s an entire team at ILS there to help me provide the best possible service to my clients.”
Jessica A. Hayes
Pender & Coward – Virginia Beach, VA
“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
"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
"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.
"I can’t live without your wonderful Listserv!"
John J. Scroggin
Scroggin & Company, Counselors At Law
"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
Kaestner Case and State Income Taxation of Trusts
On June 21st, the Supreme Court of the United States entered its opinion in North Carolina v. Kaestner, 588 US (2019). The Kaestner case represents an extremely important decision for all estate planners, trust officers, trustees, and advisers. Although the holding is a narrow one, it is vitally important.
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
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