58th Annual Heckerling Institute on Estate Planning
January 8-12, 2024, Orlando World Center Marriott, Orlando, Florida
The Nation’s Largest Gathering of Estate Planning Professionals
InterActive Legal is once again a Proud Platinum Sponsor
at the Heckerling Institute on Estate Planning.
Join us at Heckerling – Booth #436
Visit InterActive Legal’s Exhibit booth
for product demonstrations,
preview our sample language and documents, speak to our resident experts,
and MORE!
InterActive Legal is honored to host
Natalie B. Choate, ILS Special Advisor on Retirement Benefits
at our Exhibit Booth #436
Friday, January 12th, 11-11:20am ET
Complimentary Access to timely content
from InterActive Legal’s experts
Notable Webinars
Join our experts as they share essential valuable information on hot topics relevant to your practice and clients. Our presenters include revered estate planning and elder law attorneys, such as Jonathan G. Blattmachr, Martin M. Shenkman, and Natalie Choate.
Revenue Ruling 2023-2: What it Means and What You Might Do
by Jonathan G. Blattmachr Esq., Professor Mitchell M. Gans and Martin M. Shenkman Esq.
Closely Held Business Buy-out Arrangements Should be Reviewed Immediately in Light of the Recent Connelly Case
by Jonathan G. Blattmachr Esq., Martin M. Shenkman Esq. and Mary E. Vandenack Esq.
Back Door Slats – Issues When the Grantor Becomes a Beneficiary or Appointee
by Jonathan G. Blattmachr Esq., Edwin P Morrow III Esq. and Martin M. Shenkman Esq.
Notable Articles
Viability of Using AI to Draft Wills
by Vanessa L. Kanaga Esq.
by Tara Faquir and Leah Del Percio
Delight Your Clients: A Guide to Client Experience
by Christopher Barbaro
InterActive LegalSuite software integrations
help your firm increase accuracy and efficiency.
InterActive LegalSuite™
Clio Manage Integration
The InterActive LegalSuite™ Clio Manage integration gives InterActive Legal subscribers the ability to quickly and easily create clients in their InterActive LegalSuite document drafting practice system by importing their Clio Manage contacts. This integration allows seamless import of the contact information and other details entered in Clio Manage (i.e., spouse, beneficiaries, and other parties) into a NEW InterActive LegalSuite Client Interview.
Contact Clio@InterActiveLegal.com for more information.
InterActive LegalSuite™ DecisionVault Manage Integration
Swap your intake forms out for an intake portal where you can collaborate with your clients on the inputs to their estate plan, then sync the contacts over in full detail to Interactive LegalSuite Online in seconds.
Create a questionnaire for each of your different practice areas – keeping all your intake in one place.
Two Reasons to Consider Automated Document Generation
Make More Money:
Automate Drafting Estate Planning Documents
Deirdre Wheatley-Liss Esq. and Martin M. Shenkman Esq.
Document Generation’s Impact on Billing and Practice Management: It’s More Than Just Documents
Jonathan G. Blattmachr Esq. and Martin M. Shenkman Esq.
Looking for a reason to become a subscriber?
There’s a reason why so many industry professionals and customers partner with Interactive Legal, and are so enthusiastic about our solutions. Contact Us and begin your journey towards a more robust and efficient estate planning, elder law, and/or special needs practice.
Meet Our Heckerling Team
Michael L. Graham, Esq.
Chairman, Co-Founder, and Co-Author of Wealth Transfer Planning™
Jonathan G. Blattmachr, Esq.
Editor-in-Chief, Co-Founder, and Co-Author of Wealth Transfer Planning™
Teresa L. Bush, Esq.
Attorney, Director of Education and Support Services
Elizabeth Q. Boehmcke, Esq.
Attorney, Director of Content Development
Mohineet Khosla, Esq.
Attorney, Content Specialist
Deslin Simmons
Senior Application Developer
Amanda Boardman
Content Support Specialist
Steven Palumbo
Regional Sales Consultant
Lisa Briley
Regional Sales Consultant
Matt Tove
Director of Marketing and Sales
Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.
