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New Alliance Partner

InterActive Legal (ILS) is excited to announce a new Alliance Partnership with Yourefolio™.  This Alliance Partnership will provide additional opportunities and resources for our valued subscribers.  Yourefolio provides estate planners with a unique technology that supports all aspects of practice management.  InterActive Legal’s best-in-practice drafting solution has now integrated with the Yourefolio platform, bringing the experience full circle in order to better serve you and your clients.

Summary of Benefits

InterActive LegalSuite: Import client data from the Yourefolio platform

Exclusive Subscription DISCOUNT for InterActive Legal Subscribers

Complimentary InterActive Legal Yourefolio Attorney Collaboration Program

Complimentary Attorney/Advisor Discussion Forum

 

Complimentary Subscriber Webinar

Introducing Yourefolio!

December 14, 2018, 12:00 noon ET/9am PT

In this subscriber webinar, we will welcome Yourefolio CEO, Scott Huff, to introduce you to the Yourefolio platform. In addition, we will cover the Yourefolio benefits available to you at no cost simply because of your InterActive Legal subscription. Finally, we will explain and demonstrate the new integration between the Yourefolio and InterActive Legal platforms, available to those who become a Yourefolio member as well. During the presentation we will cover the promotional offer available to the first 50 InterActive Legal subscribers who join Yourefolio – provided all 50 slots have not been taken!  Join us for a review of exciting new resources, and an exclusive preview of Yourefolio.

 

What does Yourefolio do?

Simply stated, Yourefolio is a technology platform that integrates everything you do in your practice and bundles it into a software system.  The platform has modules designed to facilitate engagement and prospecting, onboarding and analyzation, creating action plans, estate administration and management, illustrations and understanding, access and settlement, legacy planning and digital asset management, and a whole lot more.  Yourefolio is the perfect complement to InterActive LegalSuite with a modern and intuitive estate planning practice management tool.

InterActive LegalSuite: Import client data from the Yourefolio platform

 

 

 

Exclusive Subscription DISCOUNT for InterActive Legal Subscribers

For a limited time, InterActive Legal subscribers can subscribe to the ILS-branded version for a discounted rate of only $49.00 per month (paid upfront annually).  This special price is limited to the first 50 InterActive Legal subscribers who wish to take advantage of this offer.  Once this offer is over, the price of the subscription is $150 per month.  The discounted rate is guaranteed for the life of the subscription, and will never go up.  Lock in your lifetime membership discount now by joining, and take advantage of how this new alliance will enhance your practice in 2019.

 

Complimentary Collaboration with Registered Investment Advisors

InterActive Legal subscribers can now join the Yourefolio and InterActive Legal Collaboration Program and begin receiving FREE estate planning leads from Yourefolio subscribers.  InterActive Legal subscribers may participate in the collaboration program at no cost.  Participation is voluntary, and there is no obligation to subscribe to Yourefolio (although subscribers to both the InterActive Legal and Yourefolio platforms will benefit from the integration between the platforms).  Click the link above for to opt in to the collaboration program, and for additional information, terms, and conditions.

COMING SOON! Complimentary Advisor/Attorney Discussion Forum

InterActive Legal attorneys will be able to post recent activity or news and answer questions from Yourefolio advisors within their area.

 

Complimentary Subscriber Webinar

Introducing Yourefolio!

December 14, 2018, 12:00 noon ET/9am PT

In this subscriber webinar, we will welcome Yourefolio CEO, Scott Huff, to introduce you to the Yourefolio platform. In addition, we will cover the Yourefolio benefits available to you at no cost simply because of your InterActive Legal subscription. Finally, we will explain and demonstrate the new integration between the Yourefolio and InterActive Legal platforms, available to those who become a Yourefolio member as well. During the presentation we will cover the promotional offer available to the first 50 InterActive Legal subscribers who join Yourefolio – provided all 50 slots have not been taken!  Join us for a review of exciting new resources, and an exclusive preview of Yourefolio.