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Course Name: ILS 101A: Getting Started with InterActive Legal Suite – Part 1
Length: 30 minutes
Cost: No charge
Frequency: see schedule (Currently offered on Mondays and Tuesdays)
Prerequisites: None
Recording: Recording available in Webinar Library: http://www.interactivelegal.com/members/webinars/webinars.php
Description: Recommended for all users, this course covers basic navigation, setting up background information, and entering client data. In this course you will learn how to:

  • Set default information
  • Add clients and matters using the intake interviews
  • Obtain assistance with both technical and legal content issues
  • Find available resources
  • And more

Course Name: ILS 101B: Getting Started with InterActive Legal Suite – Part 2
Length: 30 minutes
Cost: No charge
Frequency: see schedule (Currently offered on Mondays and Tuesdays)
Prerequisites: ILS 101A
Recording: Recording available in Webinar Library: http://www.interactivelegal.com/members/webinars/webinars.php
Description: Recommended for all users, this course covers how to add, assemble, and print documents. In this course you will learn how to:

  • Create, open and print documents
  • Invoke the formatting toolbar to apply alternative styles
  • Use the interview tree to quickly change your answers
  • Create mirror image documents for a spouse
  • And more

Course Name: ILS-BEP - Basic Estate Planning in InterActive Legal
Length: 30 minutes
Cost: No charge
Frequency: see schedule (Currently offered on Thursdays)
Prerequisites: None
Recording: No recording currently available.
Description: Recommended for all users of Essential Estate Planning and Elder Law and Special Needs Planning. The course covers the preparation of Wills, Revocable Trusts, Irrevocable Trusts, and ancillary documents, with minimal estate tax planning.

Course Name: ILS-MEP – Medicaid and Elder Law Planning in InterActive Legal
Length: 45 minutes
Cost: No charge
Frequency: see schedule (Currently offered on Thursdays)
Prerequisites: ILS 101A; ILS 101B
Recording: No recording currently available.
Description: Recommended for all users of Elder Law and Special Needs Planning. The course covers the preparation of documents for Medicaid planning purposes, including a comprehensive Asset Protection Plan, Medicaid planning trusts, and family agreements.

Course Name: ILS-AEP - Advanced Estate Planning in InterActive Legal
Length: 45 minutes
Cost: No charge
Frequency: see schedule (Currently offered on Tuesdays)
Prerequisites: ILS 101A; ILS 101B
Recording: No recording currently available.
Description: Recommended for all users of Wealth Transfer Planning. The course covers the preparation of Wills, Revocable Trusts, Irrevocable Trusts, and ancillary documents, with and without estate tax planning. This course will also introduce the preparation of other complex, tax-driven estate planning documents, such as GRATs, charitable trusts, partnerships, etc.

Course Name: ILS 102: Document Formatting and Editing in Word 2007
Length: 60 minutes
Cost: No charge
Frequency: see schedule (Offered on the first and third Wednesdays of the month)
Description: This Course on Microsoft Word 2007 will cover use of the ILS Toolbar and Word formatting functions:

  • Apply Style sheets for Legal and Standard Numbering; Single, Double, and1.5 Spacing; and Times Roman and Arial Fonts.
  • Reveal Paragraph, Character and Section Formatting.
  • Apply Paragraph Styles through the Format Painter, Style selector and Style List
  • Access and use Word's Document Map function
  • Strip ILS object commands from documents
  • Add automatic cross-referencing fields
  • Generate a table of contents (TOC)
  • Create multi-level TOC and then use Style Separator to merge 2 styles into one paragraph
  • And more

Course Name: ILS 102: Document Formatting and Editing in Word 2003
Length: 60 minutes
Cost: No charge
Frequency: see schedule (Offered on the fourth Wednesday of the month)
Description: This course on Microsoft Word 2003 will cover use of the ILS Toolbar and Word formatting functions:

  • Apply Style sheets for Legal and Standard Numbering; Single, Double, and1.5 Spacing; and Times Roman and Arial Fonts.
  • Reveal Paragraph, Character and Section Formatting.
  • Apply Paragraph Styles through the Format Painter, Style selector and Style List
  • Access and use Word's Document Map function
  • Strip ILS object commands from documents
  • Add automatic cross-referencing fields
  • Generate a table of contents (TOC)
  • Create multi-level TOC and then use Style Separator to merge 2 styles into one paragraph
  • And more

Course Name: ILS 102: Document Formatting and Editing in WordPerfect
Length: 60 minutes
Cost: No charge
Frequency: see schedule (Offered on the second Wednesday of the month)
Description: This course on WordPerfect will cover use of the ILS Toolbar and WordPerfect formatting functions:

  • Apply Style sheets for Legal and Standard Numbering; Single, Double, and 1.5 Spacing; and Times Roman and Arial Fonts.
  • Clean newly assembled documents to remove material left from conversion from Word
  • Use of WordPerfect Styles
  • Use of the Document Map feature
  • Generate a table of contents (TOC)
  • And more

Course Name: ILS 103: Basic Customization of Profiles and Style Sheets
Length: 60 minutes
Cost: $150.00 (free to Premium Support subscribers)
Frequency: see schedule (Currently offered on alternating Wednesdays)
Prerequisites: ILS 102 Document Formatting and Editing in Word
Description: InterActive Legal provides designated users with a number of advanced customization tools. This course will cover:

  • Creation of custom answer profiles
  • Application of profiles to particular document templates
  • Modification of Word Style sheets
  • Working with Cascading Styles
  • Configuring Outline Numbering in Word

Course Name: ILS 104: Basic Customization of Element Templates
Length: 60 minutes
Cost: $150.00 (free to Premium Support subscribers)
Frequency: see schedule (Currently offered on alternating Wednesdays)
Prerequisites: ILS 102: Document Formatting and Editing in Word AND ILS 103: Basic Customization of Profiles and Style Sheets
Description: InterActive Legal has opened up the templates for editing by authorized users with developer privileges. Since the templates are regularly updated, training is required before any customization is attempted. This course will cover:

  • The structure of ILS templates
  • The MECHANICS of how to edit Master Templates and Element Templates.
  • Best practices for managing customized templates and updates to shipping templates.
  • Paragraph and text formatting tips.
  • If you plan to make extensive customization of the shipping templates, it is recommended that you consider an Annual Maintenance Contract with Basha Systems or the soon to be offer Advance Customization Package (which will include further training, customization tools, and consulting assistance).

Course Name: ILS JSC: Jump Start Coaching
Length: 60-90 minutes
Cost: No charge
Frequency: Scheduled at your convenience. Please contact tbush@interactivelegal.com to schedule a coaching session
Prerequisites: ILS 101A; ILS 101B; ILS 101-MEP, 101-BEP, OR 101-AEP
Description: Recommended for all users who will be using the system to draft documents. You will work directly with an experienced Trusts & Estates attorney who will clarify many of the available options, point out shortcuts, highlight "help" resources, and make recommendations to you.

The attorney will "watch over your shoulder" as you create your first clients and documents directly on your PC. The goal of this program is to help you feel confident and successful so that you can maximize your investment.

You must have completed all necessary "101" classes prior to participating in a coaching session.

To register for a class, click here. Classes are limited to 10 persons and space is reserved on a first-come first-served basis.

Instructions on how to access the training sessions will be emailed. For all classes other than a Jump Start Coaching Session, all you will need to participate is a PC running Internet Explorer and an Internet connection (preferably high-speed). There is no need to have InterActive Legal Suite installed or running at your location in order to participate in training classes. In order to participate in a Jump Start Coaching Session, you must have InterActive Legal installed and running at your location.

Feb 4, 2012
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