Alliance Partners

2 Hour Lifestyle Law (2HLL)

https://2hourlifestylelawyer.com/

2-Hour Lifestyle Lawyer™ teaches lawyers how to launch and market an estate planning practice they can run from an office or the beach!

DocuBank

DocuBank sends your clients’ Advance Directives and emergency medical information to hospitals when they need them. This helps you protect your clients and ensure their important documents will be available when needed. Their unique marketing benefits help you build relationships with clients and increase your referrals & repeat business.

It’s easy and affordable to provide DocuBank for your clients. You can print the client enrollment form directly from the InterActive LegalSuite! ILS subscribers also receive two complimentary client memberships and enjoy a 63% discount on DocuBank.

Estate Exec

https://www.estateexec.com/for_lawyers.html

Simplify estate and trust administration

EstateExec minimizes drudgery, creates beautiful reports, easily integrates accounting of assets, debts, cashflow, and distributions (including the ability to automatically download transactions from the estate account bank), and enables you to coordinate online with clients for data entry or settlement task assignments. Ditch your Excel spreadsheets and come join the 21^st century.

InterActive Legal Subscriber Benefits:

• Get the first estate for FREE
• Free introductory Zoom session

EstateView

https://estateview.info/

EstateView is the new “go to” estate tax calculation and proposal creation program. The comprehensive-planning and individual-technique tools offer unparalleled precision and insight to assist planners in creating projections and illustrations for their clients.

It offers the IRS-required calculations to determine payment amounts and deduction amounts for Large Gifts and Installment Sales to Trusts, Charitable Lead Trusts and Charitable Remainder Trusts, Grantor Retained Annuity Trusts (GRATs) and Rolling GRATs, Private Annuity planning and Qualified Personal Residence Trusts (QPRTs).

EstateView has been built to bridge the gap left by traditional software tools based on the expertise and insight of renowned Trust and Estate Planning lawyers including Bob Keebler, Jonathan Blattmachr, Jerry Hesch and Alan Gassman.

Tax Lawers, Financial Planners and CPAs are able to quickly generate proposals based on the software’s calculations and share their findings with their clients and other advisors on the team through the software’s generated Word and PowerPoint documents and the ability to share interactive portions of the calculators over the internet.

Reduce the amount of time you spend to generate proposal documents and provide numerical grounds for your recommendations through EstateView’s flexible calculations. The generated documents include flowcharts, spreadsheets and graphics to visually convey the tax implications of taking action now to save your clients more time and money.

Fair Split

https://fairsplit.com

Since 2010 FairSplit has provided:

• FREE Co-Branding of your firm in a two-minute set-up, to offer free online home inventory tools for photographing, listing, sharing and reporting, from planning bequeaths to dividing with heirs in estate settlement
• Access to the additional services offered from, listing the assets, valuing (no appraisal level), and a system to provide transparency and tools to divide tangible assets online
• Video tips series on dividing estates including a series “Dividing Things with David” and other helpful videos:
• Custom FREE Use illustrations for estate related presentations:
• Editable Suggested Letter of instruction (for personal property issues) and other blog tips related to personal property division between heirs
• Twelve years and thousands of estates’ expertise in helping overcome logistical challenges in dividing the personal property of an estate to help serve your clients

ILS subscribers receive a 20% discount on Division upgrades from the Free Inventory to any Paid Division, as well as a 30 minute Zoom demo and Q&A with the founder for Subscribers and their teams.

Leimberg Information Services (LISI)

https://leimbergservices.com

LeimbergServices.com is a monthly subscription service providing estate planning professionals fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by experts in their respective fields. 

LISI Membership is now available to ILS subscribers at an exclusive preferred discounted rate: full membership for $25/month or $260/year subscription with a 3-month free trial. Normal list price is $35/month or $360/year with a 10-day free trial.

Million Dollar Solution (MDS)

https://www.themilliondollarsolution.com/

The Million Dollar Solution®, founded in 2002, is a business coaching group for elder law and estate planning attorneys across the United States.  The MDS team provides essential guidance and personalized strategies to enhance your practice.

Peak Trust Company

https://peaktrust.com

Peak Trust Company, formerly Alaska Trust Company, was founded in 1997 and specializes in providing elevated trust and wealth management solutions set up under Alaska and Nevada law (asset protection trusts, perpetual trusts, etc.). InterActive LegalSuite subscribers receive preferred pricing.

Practising Law Institute (PLI)

https://pli.edu

Practising Law Institute provides continuing Legal Education, Treatises, Course Handbooks and Webcasts for Lawyers and Legal Professionals.

Trustate

https://www.trustate.com

Trust and Estate Planning Administration

Trustate is a leading provider of innovative estate management solutions, dedicated to simplifying the complexities of trust and estate planning and administration. With a focus on leveraging technology to empower professionals, Trustate offers user-friendly tools to streamline asset organization, distribution planning, and collaborative estate management.

InterActive Legal and Trustate offer 10% reciprocal discounts to their subscribers. Discounts are for new sales only.

Cariloop

https://cariloop.com

Cariloop empowers people to take control of their senior care and service choices in a revolutionary way. By coaching families through this difficult time and helping them connect with the providers, services, and resources that best match their situation, Cariloop serves as their partner as they plan for and manage this important transition in life.

Commonwealth Community Trust

https://www.commonwealthcommunitytrust.org/

Commonwealth Community Trust (CCT) is a national nonprofit organization that has provided administration of pooled trusts since 1990. CCT trust services are available nationwide to establish self-funded and third-party special needs trusts and settlement preservation trusts for vulnerable individuals and minors. CCT has attorneys on staff and an informative and user-friendly website to assist you and your clients through the process.

Elder Law College

https://elderlawcollege.com

Elder Law College offers the most comprehensive, detailed and accelerated training available. ELC offers world-class training, graduate level courses and ongoing support to help each student forge a better, more holistic, more profitable practice where they can do well by doing good. ELC’s 360º Practice Builder Conference is currently approved for CLE credit in most states.

InterActive Legal and Elder Law College offer reciprocal discounts to their subscribers.

TrustChimp™ Summits

https://trustchimp.com

Trust Chimp provides educational resources designed to help attorneys master trusts as a planning tool in the context of public benefits such as Medicaid.