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Drafting & Planning Software
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Drafting & Planning Software

InterActive LegalSuite

InterActive LegalSuite (powered by HotDocs®) is a database oriented drafting and productivity system that manages a large amount of transactional work. Each system in the suite contains a collection of practice specific forms, featuring many options to meet most clients' planning needs. The internal database organizes your client information and documents. The system helps you analyze each client's situation and generates accurate, complete and effective documents — every time. Everything you need is included on CD- ROM, including licenses to HotDocs® Player software. Click for more information.

Wealth Transfer Planning
Wealth Transfer Planning™ is the most powerful drafting system and productivity tool for experienced trusts & estates attorneys. Developed by lawyers for lawyers, Wealth Transfer Planning™ is authored by Jonathan G. Blattmachr and Michael L. Graham, two of the nation's leading experts in estate planning, asset protection and taxation. No other system is as powerful or as comprehensive.
Click for more information or download a full brochure.
Elder Law and Special Needs Planning
Elder Law & Special Needs Planning™ is a new breed of comprehensive drafting and productivity system for elder lawyers. Effective planning is at the heart of today's elder law practice. With the changes in the demographics, estate planning and elder law attorneys are routinely called upon to advise clients on long-term wealth preservation strategies. This system will aid in the planning phase, then prepare the documents to implement the strategies. Our expert editorial team includes Thomas D. Begley, Jr., Andrew H. Hook, Bernard A. Krooks, and Stephen J. Silverberg, all Certified Elder Lawyers.
Click for more information or download a full brochure.
Essential Estate Planning
Essential Estate Planning™ is specially designed for preparing documents for clients of modest wealth. Essential Estate Planning™ manages a large amount of transactional work and contains a collection of forms, each one featuring many options to meet most clients' planning needs.
Click for more information or download a full brochure.

Practice Management & Training
For information about practice management resources for all InterActive LegalSuite systems, click here.

Pricing
Click for pricing information or download the pricing chart.

Books & Videos
The Circular 230 Deskbook   (by Jonathan J. Blattmachr)
Related penalties, reporting transactions, working forms (Retail $235.00; Special 25% off — $176.25)
Life and Death Planning for Retirement Benefits   (by Natalie B. Choate)
The quintessential treatise on retirement planning (Retail $89.99)
Strategic Estate Planning — Drafting Symposium   (DVD Series)
14 hours of lectures on 10-disk set by Jonathan Blattmachr, Howard Zaritsky, Michael Graham and Mitchell Gans.
Education & On-Line Courses
Creative Planning Strategies for the Mid-Tier Client
16 hours of important lectures by some of the country's top speakers available soon via streaming on-demand video
Other Services & Products
Software Customization Packages
Economical packaged services for customizing your Word styles, firm branding elements, and more.
Software Customization/Maintenance Services
Outsource your advanced customization work to a HotDocs certified developer.
TimeMatters® Feature Package
Feature package integrates with Wealth Transfer Planning — data entered once is available to both programs.

Jul 5, 2008
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WHERE WE WILL BE NEXT
11th Annual Elder Law Institute
Harrisburg, PA
more info