InterActive Legal
Share
InterActive Legal connects your practice to renowned experts, extensive continuing education, elite forums, smart document drafting tools, and more.
Founded by renowned master estate planners Jonathan G. Blattmachr and Michael L. Graham, InterActive Legal connects your practice to renowned experts, extensive continuing education, elite forums, practitioner referral network and “smart” document drafting tools. Our community of attorneys embrace the future of the practice of law and are empowered through collaboration with our authors, editors and industry thought leaders. We serve those who practice in the areas of Trusts and Estates, and those who practice in the area of Elder Law and Special Needs Planning. Our community of attorneys embrace the future of the practice of law and are empowered through collaboration with our authors, editors, and industry thought leaders.
10/01/2026
Mark your calendar! InterActive Legal is a proud sponsor of the 2026 USC Joseph F. Rice School of Law Estate Planning Conference, October 15–16 in Columbia, SC. Visit our booth to see how our systems streamline drafting so you can focus on what matters — your clients. https://buff.ly/k0Dqe6n
09/29/2026
Who Pays the Income Tax on Inherited Property?
Week 3 of the InterActive Legal Academy Estate Planning Tax Series covers the income tax issues estate planners must address, then turns to the assets that follow their own rules.
Twelve sessions, October 12 – November 6, 1:00–2:00 PM ET. Approved for 12 hours of CLE credit.
Full syllabus and registration: https://buff.ly/H5u4KLV
Eight of the most respected names in estate tax planning. One course. Four weeks of live instruction built around drafting language you can use the moment the session ends.
The IL Academy Estate Planning Tax Series returns October 12 – November 6, 2026. Credit shelter trusts, Clayton QTIPs, disclaimer planning, lifetime gifting, GST tax, and more. 12 CLE hours included. https://buff.ly/lg28hQ3
09/25/2026
Our team is at the Meritas Private Client Meeting in San Diego today! Matthew Tove, Lisa Briley, and Teresa L. Bush, Esq. are representing InterActive Legal as we co-sponsor this year's meeting with host firm Procopio, Cory, Hargreaves & Savitch LLP. If you're attending, stop by our booth to say hello and see a live demo of our drafting systems.
"You can spend the actual time you need getting to know that client and asking the questions we need to as attorneys." — Dana Dobosz, Dobosz Law Offices
Six and a half years in, Dana uses InterActive Legal for everything from simple A-plans to complex tax plans.
Watch her story https://buff.ly/WQn55Dq
09/23/2026
Tomorrow it begins! 🌴 The Meritas Private Client Meeting opens in San Diego September 24th, and our team will be on the floor ready to connect.
Find Lisa Briley, Teresa Bush, Esq., and Matthew Tove at the InterActive Legal booth for a live demo of our drafting and planning tools. We'd love to see you there!
https://buff.ly/2e3pwTJ
09/22/2026
Tomorrow at 4 PM ET, “What Some Estate Planners Overlook” with Teresa L. Bush, Esq.
Non-probate assets. Fiduciary selection. Potential beneficiary issues. Unique assets. Tax matters. Trust funding. Every one of them is easy to move past when a client wants a simple Will and doesn’t see why the questions keep coming.
Attendees receive sample handout language on two fronts: material that explains to clients and potential clients why these issues matter, and language that protects the attorney when a client chooses not to address them. Both are written to be adapted for your own practice.
Register for tomorrow’s Complimentary Webinar: https://buff.ly/D1tCX2v
09/22/2026
September's National Preparedness Month. October's National Estate Planning Awareness Month. Two months, one message: make sure your family is covered.
If your estate plan hasn't been reviewed since a major life change, this is a good window to start that conversation.
09/21/2026
Grantor trust status is not the same as estate inclusion. Two trust provisions can read almost identically and land in completely different places on the return.
A Crummey power. A power of appointment. A grantor trust power. Short pieces of drafting language, long tax tails — and the distinctions among them are where a lot of otherwise careful drafting goes sideways.
Week 2 of the InterActive Legal Academy Estate Planning Tax Series covers the gift tax and lifetime gifting, then works directly through the provisions in your documents that change the tax result.
Twelve sessions, October 12 – November 6, 1:00–2:00 PM ET. Approved for 12 hours of Florida CLE credit.
Learn More and Register: https://buff.ly/bLC9ryn
What could you do with more time in your day?
InterActive Legal's drafting software helps estate planning and elder law attorneys produce expert documents in minutes — not hours. Four systems. One platform. Built by the nation's leading practitioners.
Request your free demo today at InterActiveLegal.com and see what it can do for your firm.
Click here to claim your Sponsored Listing.
Category
Contact the practice
Telephone
Website
Address
202 N. Harbor City Boulevard , Suite 200
Melbourne, FL
32935
Opening Hours
| Monday | 8:30am - 5:30pm |
| Tuesday | 8:30am - 5:30pm |
| Wednesday | 8:30am - 5:30pm |
| Thursday | 8:30am - 5:30pm |
| Friday | 8:30am - 5:30pm |
Alerts
Be the first to know and let us send you an email when InterActive Legal posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.