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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 to InterActive LegalSuite's Legacy platform

Exclusive Subscription DISCOUNT for InterActive Legal Subscribers

 

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 Yourefolio to InterActive LegalSuite's Legacy platform

 

 

Exclusive Subscription DISCOUNT for InterActive Legal Subscribers

InterActive Legal subscribers can subscribe to the ILS-branded version of Yourefolio for an exclusive 15% discount on all levels. The discounted rate is guaranteed for the first three years of your Yourefolio subscription.  Take advantage of how this new alliance will enhance your practice and lock in your 3-year membership discount today.