InterActive Legal Reviews
InterActive Legal is best for boutique or high-net-worth-focused estate planning firms that need advanced document drafting and are willing to pay premium pricing for specialized…
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Review summary
Based on expert research and editorial evaluation
InterActive Legal is best for boutique or high-net-worth-focused estate planning firms that need advanced document drafting and are willing to pay premium pricing for specialized results.
InterActive Legal was developed by estate planning experts like Jonathan Blattmachr and was designed for complex, high-end estate planning, not high-volume practices. If your work involves sophisticated tax planning, multi-generational trusts, or intricate asset structures, it provides tools and templates tailored to those needs.
Pros:
● Strategic Accuracy: Planning documents reflect actual high-level strategy rather than template defaults, which is essential for sophisticated clientele.
● Defensible Tax Strategy: Because the logic is built by experts, your tax planning becomes consistent and highly defensible.
● Efficiency in Complexity: Complex estates that would normally require hours of manual drafting are generated with pre-vetted logic, saving senior attorney time.
Cons:
● Premium Pricing: You're paying for extreme sophistication. InterActiveLegal does not compete on price with general practice management tools.
● Assumes High Expertise: Setup and use require a deep understanding of estate planning strategy and tax law. It is not a tool for generalists or beginners.
● Overkill for Basics: If your practice is 80% simple wills and living trusts, this platform's complexity and cost likely won't be justified.
● Minimal Digital Asset Support: You will need another solution to handle your clients' digital assets.
Reasons for switching to InterActive Legal:
You might consider InterActive Legal if your practice consistently handles high-net-worth clients with complex estates. These clients often have multi-state assets, advanced tax planning needs, and prior estate plans that must be integrated and updated. This isn’t about generating a basic will you could crank out on LegalZoom; it’s about assembling a comprehensive, nuanced plan. The platform’s document assembly is sophisticated, its logic accounts for complex scenarios, and it reflects the thinking of an experienced estate planner. If your clients demand this level of detail and precision (and you have the expertise to use it) InterActive Legal can save considerable time and reduce errors in high-stakes drafting.
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Headquarters:
New York, USA•
Product Name:
InterActive Legal•
Product Tagline:
Connect, Collaborate and Create•
Product Pricing:
Custom Pricing (Requires Sales Consultation)•
Security Compliance:
N/A•
Mobile Access:
Web-Based Access Only•
Employees:
Boutique and High-Net Worth-Focused Firms•
Data Storage:
Cloud•
Documentation Available:
Webinars, CLE Training Series•
Support Available:
Email, Phone•