Trust and Estate Partners

InterActive Legal Systems 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 Trust and Estate Partners.

Business PartnerProducts & ServicesWeb Link
BrentmarkESTATE PLANNING TOOLS: InterActive LegalSuite has had a longstanding integration with Brentmark's Estate Planning Tools to aid in tax planning calculations. InterActive LegalSuite customers who have this software can draft these calculation documents from within the ILS SmartContent, keeping related calculation documents and graphs all within the ILS matter.Click
Commonwealth Community TrustTRUST SERVICES: Commonwealth Community Trust: 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.Click
Krause Financial ServicesFINANCIAL SERVICES: Krause Financial Services is a pioneering, attorney-led financial services firm that specializes in crisis Medicaid planning through the use of Medicaid Compliant Annuities and other insurance products. With over 25 years of experience, we work with elder law attorneys and their clients to accelerate eligibility for benefits and provide relief from the financial hardship of long-term care. Complimentary state-specific Medicaid Desk Reference within InterActive LegalSuite.Click
Leimberg Information ServicesLeimberg Information Services E-NEWSLETTERS: Leimberg Information Services (LISI) is a monthly subscription service providing financial service professionals fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by experts in their respective fields. Professional InterActive LegalSuite subscribers have FREE access to Leimberg Information Services.Click
Leimberg & LeClair, Inc.CALCULATION SOFTWARE: NumberCruncher by Steve Leimberg and Robert LeClair is the industry standard in estate planning calculation software.Click
Peak Trust CompanyTRUST SERVICES: 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.Click
Time MattersTimeMatters® CONTACT MANAGEMENT SOFTWARE: TimeMatters is the award winning practice management software that is customizable to your practice. Contact our partner/consultant, Basha Systems, LLCClick

 


. .