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InterActive Legal

interactivelegal.com

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Spec score 8.6 #3 of 31 in Legal Document Automation Software

What it is

InterActive Legal offers automated document drafting software for estate planning and elder law. Its product range covers wills, trusts, powers of attorney, health care documents, trust administration forms, agreements, and client communications. Essential Estate Planning is designed for clients of modest wealth, while Wealth Transfer Planning focuses on clients with significant wealth. Elder Law Planning addresses elder law and special needs planning. Firearms Trust Planning includes a single-grantor revocable NFA Trust and related ancillary documents. The online system runs in a browser and supports Chrome, Firefox, Safari, Chromium Edge, Brave, and Opera. It works in Windows, Mac, iOS, and Linux environments and has been tested on Android tablets. Documents are produced in .docx format, but the word-processing toolbar is supported only in Word for Windows. The Legacy installation requires a supported Windows version, Microsoft Word, and HotDocs Player. Online customer data is stored encrypted on AWS servers, and browser-to-server transfers use TLS 1.3 and SHA-256 encryption. Users may opt into multi-factor authentication using a third-party authenticator app. Pricing is available on request.

Spec sheet

What it does
InterActive Legal provides automated document-drafting systems and education for estate-planning, elder-law and special-needs attorneys.Read 14 Oct 2026 · interactivelegal.com
Purpose
InterActive Legal offers automated estate planning and elder law document drafting software.Read 4 Oct 2026 · interactivelegal.com
Headquarters
LinkedIn lists headquarters at 202 N Harbor City Blvd, Suite 200, Melbourne, Florida 32935.Read 14 Oct 2026 · linkedin.com
AI summaries
The homepage advertises AI-driven summaries for repetitive work.Read 14 Oct 2026 · interactivelegal.com
Automated drafting
The homepage says its forms are regularly updated and automated drafting is intended to save attorneys time.Read 14 Oct 2026 · interactivelegal.com
Cloud hosting
Entered data is encrypted and stored on InterActive Legal-managed servers hosted by AWS with redundant backups.Read 14 Oct 2026 · interactivelegal.com
Cloud security
For the online version, customer data is stored encrypted on AWS servers and data sent between browser and ILS servers uses TLS 1.3 and SHA-256 encryption.Read 4 Oct 2026 · interactivelegal.com
Company founding
LinkedIn lists the company as founded in 2003.Read 14 Oct 2026 · linkedin.com
Company size
LinkedIn lists InterActive Legal as a privately held legal-services company with 11–50 employees.Read 14 Oct 2026 · linkedin.com
Custom profiles
The guide says InterActive Legal-authored profiles provide starting answers intended to save time and improve consistency.Read 14 Oct 2026 · s3.amazonaws.com
Data minimization
The retention policy says ILS stores only data needed for drafting, subscription administration and site access.Read 14 Oct 2026 · interactivelegal.com
Data retention
The security overview says data is deleted 90 days after a subscription expires without renewal, unless the user deletes it later.Read 4 Oct 2026 · interactivelegal.com
Device support
The online system works in Windows, Mac, iOS, and Linux environments and has been tested on Android tablets.Read 4 Oct 2026 · interactivelegal.com
DocuBank integration
DocuBank says InterActive Legal users can print client-enrollment forms from the software and receive discounted memberships.Read 14 Oct 2026 · pages.docubank.com
Document packages
The guide documents batch processing and firm-created document packages.Read 14 Oct 2026 · s3.amazonaws.com
Document storage
Assembled documents download to the user device and are not stored on InterActive Legal servers.Read 14 Oct 2026 · interactivelegal.com
Elder law content
Elder Law Planning provides documents for elder law and special needs planning.Read 4 Oct 2026 · interactivelegal.com
Elder-law coverage
Elder Law Planning is positioned as a planning and drafting system for elder-law and special-needs attorneys.Read 14 Oct 2026 · interactivelegal.com
Essential plan audience
Essential Estate Planning is designed for clients of modest wealth.Read 4 Oct 2026 · interactivelegal.com
Essential product
Essential Estate Planning is marketed as the cost-effective system for clients with modest wealth.Read 14 Oct 2026 · interactivelegal.com
Firearms trust
Firearms Trust Planning includes a single-grantor revocable NFA Trust and related ancillary documents.Read 4 Oct 2026 · interactivelegal.com
Firearms trusts
Firearms Trust Planning is designed for comprehensive firearms trusts under the National Firearms Act and related state and federal laws.Read 14 Oct 2026 · interactivelegal.com
Google Docs limit
Google Docs is not fully supported and may produce formatting problems.Read 14 Oct 2026 · interactivelegal.com
HotDocs requirement
The online system does not require a separate HotDocs installation.Read 14 Oct 2026 · interactivelegal.com
IBM Watson relationship
A company biography says InterActive Legal partnered with IBM Watson and developed a Watson application for seniors.Read 14 Oct 2026 · interactivelegal.com
Independent pricing finding
CaseSearch’s comparison says InterActive Legal publishes no software price and sells by quotation after a demo.Read 14 Oct 2026 · casesearch.ai
Knowledge resources
The user guide describes a resource library containing checklists, intake surveys, sample documents and discussion-forum links.Read 14 Oct 2026 · s3.amazonaws.com
Legacy requirements
The Legacy installation requires a supported Windows version, Microsoft Word, and HotDocs Player.Read 4 Oct 2026 · interactivelegal.com
Limit: interview effort
A Reddit practitioner reported spending 27 hours drafting and redrafting because of cryptic interviews.Read 14 Oct 2026 · reddit.com
Limit: user interface
A Reddit user called the software clunky, poorly designed and user-unfriendly.Read 14 Oct 2026 · reddit.com
Limit: verbose output
Reddit comments criticize unnecessary repetition, verbose language, difficult wording and documents that can be hard for clients to understand.Read 14 Oct 2026 · reddit.com
MFA
Users can opt into MFA using an authenticator-app code as a second factor.Read 14 Oct 2026 · interactivelegal.com
Notable news: Trustate partnership
CB Insights lists a Trustate and InterActive Legal partnership announcement dated April 9, 2024.Read 14 Oct 2026 · cbinsights.com
Online architecture
The newer InterActive LegalSuite is completely browser-based and performs application functions online.Read 14 Oct 2026 · interactivelegal.com
Online platform
The online system is browser based and supports Chrome, Firefox, Safari, Chromium Edge, Brave, and Opera.Read 4 Oct 2026 · interactivelegal.com
Practice focus
Wealth Transfer Planning is designed for clients with significant wealth.Read 4 Oct 2026 · interactivelegal.com
Praise: planning language
A Reddit practitioner said InterActive Legal’s trust and will language was better than WealthCounsel’s.Read 14 Oct 2026 · reddit.com
Praise: power and improvement
Reddit users described ILS as powerful and said document packages and custom profiles improved its workflow.Read 14 Oct 2026 · reddit.com
Privacy commitment
The privacy notice says InterActive Legal does not sell personal information unless legally allowed and consented to.Read 14 Oct 2026 · interactivelegal.com
Product breadth
The product comparison lists wills, trusts, powers of attorney, health care documents, trust administration forms, agreements, and client communications across the Essentials, Wealth Transfer, and Elder Law systems.Read 4 Oct 2026 · interactivelegal.com
Rating on G2
0.0 out of 5 from 0 reviewsRead 14 Oct 2026 · g2.com
Support and training
The company describes personalized online training and provides a customer support contact for subscribers.Read 4 Oct 2026 · interactivelegal.com
Support channels
The user guide lists live online, email, phone and self-help support.Read 14 Oct 2026 · s3.amazonaws.com
Supported browsers
Supported browsers are Chrome, Firefox, Safari, Chromium Edge, Brave and Opera with JavaScript enabled.Read 14 Oct 2026 · interactivelegal.com
Wealth-transfer coverage
Wealth Transfer Planning offers wills, revocable trusts, business-planning agreements and extensive tax and non-tax drafting options.Read 14 Oct 2026 · interactivelegal.com
Word processing
The system produces .docx documents and its word processing toolbar is currently supported only on Word for Windows.Read 4 Oct 2026 · interactivelegal.com
Word-processing requirement
Users need software that opens DOCX files; the ILS word-processing toolbar is supported only in Word for Windows.Read 14 Oct 2026 · interactivelegal.com

Plans and prices

2026 Basics Workshop for Sessions 5 and 6 $99, paid once Case studies · sample language · Q&A Read 14 Oct 2026 · app.interactivelegal.com
2026 Estate Planning Basics Series $599, paid once All 8 sessions · 4 workshops · course materials Read 14 Oct 2026 · app.interactivelegal.com
Elder Law Planning Priced on request Elder-law and special-needs planning drafting system Read 14 Oct 2026 · interactivelegal.com
Essential Estate Planning Priced on request Estate-planning drafting for clients of modest wealth Read 14 Oct 2026 · interactivelegal.com
Firearms Trust Planning Priced on request Firearms-trust drafting designed for NFA and federal/state-law compliance Read 14 Oct 2026 · interactivelegal.com
Wealth Transfer Planning Priced on request Drafting for clients with significant wealth · wealth-transfer and asset-protection options Read 14 Oct 2026 · interactivelegal.com

Every InterActive Legal plan and price →

Strong points and limits

Strong points

  • Covers wills, trusts, powers of attorney, and health care documents
  • Browser-based system supports several browsers
  • Online data is encrypted on AWS servers
  • Users may opt into multi-factor authentication

Limits

  • Pricing is available on request
  • Word-processing toolbar is supported only in Word for Windows
  • Legacy installation requires Windows, Word, and HotDocs Player

Who it suits

InterActive Legal suits estate planning and elder law practices seeking document drafting systems for different client needs. Its range includes modest-wealth, significant-wealth, elder law, special needs, and firearms trust planning.

InterActive Legal in depth

Read the full write-up

InterActive Legal is document-drafting software for estate-planning and elder-law practices. It is best suited to firms whose clients need planning tailored to their wealth, elder-law concerns, or firearm ownership. Its broad drafting scope and browser access are compelling, but custom pricing and a Windows-only Word toolbar narrow its fit.

Overview

InterActive Legal organizes its drafting systems around different planning needs: modest wealth, significant wealth, elder law and special needs, and firearms trusts. Across its Essentials, Wealth Transfer, and Elder Law systems, the product comparison covers wills, trusts, powers of attorney, health care documents, trust administration forms, agreements, and client communications. That breadth suits practices handling multiple kinds of planning work, though firms should select systems based on the matters they actually serve.

Firearms Trust Planning is a focused offering for clients who own firearms, built around a single-grantor revocable NFA Trust and related ancillary documents. It addresses a specialized need rather than replacing a broader estate-planning system.

Key features

Systems for distinct client groups

Essential Estate Planning is designed for clients of modest wealth, while Wealth Transfer Planning targets clients with significant wealth. Elder Law Planning provides documents for elder law and special-needs planning. This separation helps a practice choose a system aligned with its clientele, but practices serving all of these groups may need to assess more than one system.

Browser drafting and Word documents

The online system runs in Chrome, Firefox, Safari, Chromium Edge, Brave, and Opera, across Windows, Mac, iOS, and Linux environments; it has also been tested on Android tablets. That makes it the more flexible route for practices working across devices. It produces.docx documents, but the word-processing toolbar is supported only on Word for Windows, a meaningful constraint for Mac- or browser-first workflows.

Security, support, and retention

For the online version, customer data is stored encrypted on AWS servers, and browser-to-ILS traffic uses TLS 1.3 and SHA-256 encryption. Users can opt in to multi-factor authentication through a third-party authenticator app. Data is deleted 90 days after a subscription expires without renewal unless the user deletes it later, so firms should account for that window in their records practices. InterActive Legal describes personalized online training and provides a support contact for subscribers.

Pricing

InterActive Legal is paid software with custom pricing. Essential Estate Planning, Wealth Transfer Planning, Elder Law Planning, and Firearms Trust Planning each have custom pricing, so firms must weigh the system against their practice needs without a published plan price to compare.

Essential Estate Planning fits practices serving clients of modest wealth; Wealth Transfer Planning is aimed at significant-wealth planning; Elder Law Planning covers elder law and special needs; and Firearms Trust Planning is for firearm-owning clients. The choice is therefore principally about the drafting scope a firm needs, rather than a published low-cost or free tier.

Platforms

The online system supports major browsers and Windows, Mac, iOS, and Linux environments, with Android tablet testing. Its document output is.docx, but the toolbar requires Word for Windows. The separate Legacy installation requires a supported Windows version, Microsoft Word, and HotDocs Player, making it a substantially narrower option for firms with mixed or non-Windows setups.

Who it's for

InterActive Legal is a strong candidate for legal practices drafting estate-planning documents for clients with varied levels of wealth, elder-law or special-needs needs, or firearm trusts. Its distinct systems can match specialized client work, and browser access accommodates multiple operating environments. It is less suitable for an individual seeking an inexpensive self-service plan or for a practice that needs a consistent Word toolbar across Mac and Windows.

Pros and cons

Broad planning document coverage: the systems span core estate-planning documents, administration forms, agreements, and client communications.

Client-specific systems: separate options address modest wealth, significant wealth, elder law and special needs, and a defined firearms-trust use case.

Flexible online access: multiple browsers and operating environments are supported, including tested Android tablets.

Word workflow limitation: the toolbar is supported only on Word for Windows, despite the broader browser and device reach.

Legacy setup requirements: the installation depends on Windows, Microsoft Word, and HotDocs Player.

Custom pricing: firms cannot compare the systems using published plan prices.

Alternatives

For a simpler consumer estate-planning route, Trust & Will offers a free Basic membership for estate-plan creation and an Essentials membership at $49 a year. Everplans is a better fit for organizing end-of-life information: its free plan stores up to three items, while Premium costs $99.99 a year for unlimited items. Neither is positioned around the same professional drafting-system scope described by InterActive Legal.

Practices seeking another paid drafting system can compare WealthCounsel, whose Trusts & Estates Professional plan includes Wealth Docx Complete, Business Docx, Wealth Tracx, and Gun Docx, with membership pricing dependent on firm user count and selection. For a free web-based option, FreeWill provides estate-planning tools at no charge, including a will, a California revocable living trust, an advance healthcare directive, and a financial power of attorney.

Rocket Lawyer Estate Planning is another paid alternative, with a Standard plan at $149 a year. Gathered Here offers a free online will with free updates, while its probate service is a fixed-fee service at a price agreed with the maker. Quicken WillMaker & Trust may suit buyers who prefer one-time pricing: its Starter Plan is $109 as a one-time purchase and its Plus Plan is $149 as a one-time purchase. Safewill offers a Will updates subscription at $15 a year, which auto-renews annually unless opted out.

Browse more options in Estate Planning Software and Legal Document Automation Software.

Verdict

InterActive Legal is best for legal practices that need professional drafting systems across estate planning, significant-wealth transfer, elder law, or firearms trusts. Its strongest reason to choose it is the breadth and segmentation of its planning documents, paired with broad online access. Look elsewhere if published, low-cost pricing or a Word toolbar that works beyond Windows is essential.

Verdict

InterActive Legal provides several drafting systems across estate planning, elder law, and related planning areas. The online system has broad browser and environment support, while Word processing and Legacy installation have specific requirements.

Where Specifiction places it

Alternatives to InterActive LegalAll alternatives →