InterActive Legal was co-founded in 2003 by Jonathan G. Blattmachr and Michael L. Graham, both nationally recognized trusts and estates attorneys. The platform was designed from the outset as a knowledge-based drafting system rather than a generic document assembly tool, embedding the drafting judgment of experienced practitioners into its logic engine. It serves estate planning, elder law, and special needs planning attorneys throughout all 50 states.
The system guides attorneys through a structured interview process in which the software's underlying logic — authored by practicing attorneys — automatically selects and assembles the appropriate document provisions based on the attorney's responses. This approach produces complete, internally consistent estate planning documents without requiring attorneys to manually review and reconcile individual clauses. The platform includes wills, revocable trusts, powers of attorney, healthcare directives, and related instruments, with detailed planning strategies and commentary embedded in the workflow.
InterActive Legal is primarily used by solo practitioners and small to mid-sized estate planning firms. The subscription model includes access to ongoing professional development content, planning strategy commentary, and regular updates reflecting changes in tax law and state-specific requirements. Attorneys report that the platform reduces drafting time substantially on complex plans compared to building documents from scratch or using generic templates.
The platform's primary differentiation is the depth of its embedded legal knowledge and the complexity of documents it can generate — including sophisticated tax-planning provisions, special needs trust structures, and elder law Medicaid planning instruments. This focus on substantive legal content, rather than just document assembly mechanics, distinguishes InterActive Legal from lighter-weight automation tools aimed at high-volume simple estate plans.
Hands-on review pending.
