InterActive Legal

The hardest part of estate planning isn't the paperwork — it's getting clients to finally sit down and answer the questions. Who gets the house? Who raises the kids? National Make-A-Will Month is the reason to make that call.

Tomorrow at 4:00 PM Eastern — AI in Tax Practice. The IRS's new AI standards, and what they mean for your practice.

OPR Alert 2026-19 addresses AI-assisted tax research, return preparation, estate planning, client communications, and controversy work. It sets expectations around verification, confidentiality, supervision, documentation, and billing.

Martin Shenkman, Esq., Thomas Tietz, Esq., Robert Keebler, CPA, and Walter Primoff, CPA cover what the Alert says, who it reaches, and the practical steps for using AI without creating professional or regulatory exposure.

One hour. No cost. Certificate of attendance provided. Register Now→ https://buff.ly/M9VmrYE.

Why Does AI Work for Some Legal Tasks and Fail at Others? Ask a Computer Scientist. The ethics talk is everywhere. The science behind when AI actually works is not.

On August 11, computer scientist and IEEE Senior Member Jeff Glickman explains the engineering reasons AI succeeds at some tasks and fails at others — with founding attorneys Jonathan Blattmachr and Michael Graham applying it to real estate planning work. 1.0 CLE credit included.

Reserve your seat →https://buff.ly/bo2ZCGo.

Wealth Transfer Planning is an automated drafting system that covers the full estate plan, from a simple will to a multi-trust taxable estate.

Attorneys answer a interview and the system assembles the documents: wills, revocable and irrevocable trusts, powers of attorney, health care directives, charitable trusts, and business planning agreements. The tax planning options and state-specific provisions are built in, and most documents come in both Contemporary and Traditional language.

Request a demo: https://buff.ly/bIJnlR1

More than half of American adults don't have a will — including people with minor children and real assets. August is National Make-A-Will Month. For estate planning attorneys, it's a practical reason to reach out to clients who are still on the fence.

Can You Bill for AI-Assisted Work? If AI cuts a four-hour research task to forty minutes, what do you bill?

That question is one of several OPR Alert 2026-19 raises without fully settling. Others: what does adequate verification of AI-generated work product actually look like? What safeguards do you need before taxpayer information touches an AI tool? What belongs in an engagement letter now? What does a defensible firm AI policy contain?

These aren't hypotheticals for estate and tax practitioners — they're live decisions being made in firms right now, mostly without a framework.

On August 6, Martin Shenkman, Thomas Tietz, Robert Keebler, and Walter Primoff work through the Alert clause by clause: what it says, who it covers, how it compares to traditional professional responsibility standards, and what to actually do about it.

Register free → https://buff.ly/aSOVzhs.

"I like to refer to InterActive Legal as 'individualized systematization,' because it's systematized but it's individual to a client situation." — Amy O'Hara, Esq., Littman Krooks LLP (New York), InterActive Legal Advisor

Her firm drafts wills and sophisticated trusts with InterActive Legal every day.

▶ Watch Amy's story (2.5 min): https://buff.ly/mzWKRWp

New Blog: "The Last Mile of Estate Planning: Why Deed Transfers Break Down in a 50-State Practice — and How to Fix It" by Eve Gu, Esq.

There's a line in a lot of estate planning files that should worry us more than it does, "Delivered to Client for Recording." It closes the matter. It satisfies the checklist. And it's cold comfort when the property surfaces in probate five years later because the client signed on the wrong line, used a notary who omitted required language, or simply put the envelope in a drawer.

The uncomfortable part is that the alternatives aren't much better. Researching another state's ex*****on formalities and transfer tax forms costs hours you can't bill, and the research goes stale before the next client — whose property will be somewhere else entirely. Engaging local counsel for a routine trust-funding deed means finding a firm willing to take a $500 matter, waiting days, and paying rates that dwarf the task.

Meanwhile the exposure isn't sized to the deed prep fee. It's sized to the value of the property.

Eve Gu, Esq. — senior Georgia real estate attorney since 2007, formerly of Dentons, J.P. Morgan, and KPMG — walks through where deed transfers actually break down across 3,000+ recording jurisdictions, and what a standardized nationwide workflow looks like instead.

Read the full article on the InterActive Legal attorney blog->https://buff.ly/tklVFVa.

AI Can Make Your Firm More Profitable — or Quietly Less So. Most lawyers can’t tell which is happening. This Masterclass shows you how to tell.

On August 11, get the dos and don’ts of AI in law practice — with live demonstrations and the science behind each call. You’ll leave able to tell which tasks AI belongs in and which it should stay out of.

1.0 CLE credit included. Save your seat for the Aug 11 session →
https://buff.ly/bo2ZCGo.