Wealth & Private Banking › Trust & Estate › Estate Planning

InterActive Legal

Document-drafting system for complex estate, trust and elder-law planning with legal commentary.

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Overview

InterActive Legal provides document-drafting software for estate planning, trust and elder-law practitioners, generating complex wills, trusts and related instruments. It pairs document automation with embedded legal commentary and practice guidance.

The system is aimed at attorneys handling sophisticated estate and tax planning, helping them draft technically detailed documents while referencing supporting legal content within the same workflow.

Key Features

+ Estate and trust document automation
+ Drafting for complex tax and estate planning
+ Embedded legal commentary and guidance
+ Elder-law document support
+ Template and clause libraries
+ Practitioner-focused drafting workflow

Integrations

Open API

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