InterActive Legal is proud to have ongoing relationships with some of the best names in Trust and Estate Planning and are happy to provide this information to you.
Please mention InterActive Legal when contacting our Alliance Partners to receive special pricing or incentives available exclusively to ILS subscribers.
Estate Planning Resources
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 21st century.
InterActive Legal Subscriber Benefits:
- Get the first estate for FREE
- Free introductory Zoom session
FairSplit provides the first online solution dedicated to listing, sharing and dividing the personal property of estate settlement or downsizing. It provides the families, and the professionals working with them, full transparency and a new efficient platform to figure out fairly, what can be sold or donated and a unique system of rounds to determine who gets what.
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.
As an InterActive Legal subscriber, you already appreciate how ILS’ drafting solutions software has benefited your practice. With Legacy Concierge, you and your entire firm can now extend offerings to your clients with LOCKYT™ services. An all-inclusive program where you can build a Legacy Vault and gain access to full LOCKYT services with custodians after death or disability.
InterActive Legal subscribers can offer their clients a 15% lifetime discount on Legacy Concierge’s suite of LOCKYT services.
Leimberg Information Services (LISI)
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.
Peak Trust Company
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)
Practising Law Institute provides continuing Legal Education, Treatises, Course Handbooks and Webcasts for Lawyers and Legal Professionals.
Elder Law Resources
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
Commonwealth Community Trust is a national nonprofit organization that provides administration of pooled special needs trust since 1990. CCT trust services are available nationwide to more than 1,100 clients. Documents to establish self-funded and third-party special needs trusts are available to Elder Law Planning subscribers only.
Elder Law College
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.
Trust Chimp provides educational resources designed to help attorneys master trusts as a planning tool in the context of public benefits such as Medicaid.
Business & Marketing Resources
142 Productions‘ mission is to create innovative, professional, and–most importantly–effective video products that will help companies grow with messaging that keeps continuity with their brand. Our videos help forge the connections between an organization and its audience, whether that be with customers, employees, or supporters.
Business Network International (BNI)
BNI‘s (Business Network International) mission is to help members increase their business through a structured, positive, and professional referral marketing program that enables them to develop long-term, meaningful relationships with quality business professionals.
Zola Suite features next generation case management capabilities + built-in email + built-in business and trust accounting + native iOS and Android apps + document automation. Zola Suite is Cloud 2.0 practice management with an interface that intersects lawyer-centric design and cutting edge technology to advance the practice and business of law.
InterActive Legal subscribers and their colleagues will receive a 15% lifetime discount on Zola Suite.