Customization in Legacy

Custom Profiles

The Custom Profiles feature enables you to establish pre-answered interviews for frequently used documents such as Wills, trusts, and ancillary documents. This facilitates faster drafting by starting with a personalized set of default responses, reducing the time required for interviews and enhancing the consistency of your selections.

Customization of Element Templates

Only for Legacy Plus (desktop program)

This webinar is available to Legacy Wealth Transfer Planning and Elder Law Planning “Plus” subscribers only. This is not available on the online platform.

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.”)  

Due to the technical nature of this course, it is only available in a Live Online Session.