| 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:
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| 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:
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| 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:
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| 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:
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| 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:
|
| 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:
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| 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:
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| 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.















