Alliance Partners
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
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
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
Fair Split
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)
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.
Trustate
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.
Elder Law Resources
Cariloop
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://commonwealthcommunitytrust.org/
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.
TrustChimp™ Summits
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
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.
Hot Docs
HotDocs allows law firms to automate the generation of transactional legal documents-anything from standard correspondence to complex wills, trusts, and contracts.