“By creating this integration, we have literally saved hours upon hours of data entry for estate planning attorneys..."
WESTLAKE, Ohio (PRWEB) December 04, 2018
InterActive Legal’s best in class document drafting solution and Yourefolio’s comprehensive estate and legacy planning platform are fully integrated. The integration is now available to estate planning attorneys utilizing InterActive Legal’s document drafting system.
The integration will allow financial advisors, insurance professionals and CPA’s the ability to move client information directly to attorneys who work on estate planning cases with them. The client information will flow into the drafting solution, thereby reducing document preparation time and the chance for errors. This integration will make planning more effective for everyone by focusing on collaboration among professionals involved in the process.
“We are extremely excited about this partnership and the completion of the integration between InterActive Legal and Yourefolio,” said Scott Huff, founder and CEO of Yourefolio. “By creating this integration, we have literally saved hours upon hours of data entry for estate planning attorneys, making their practice more efficient and effective. We vetted several drafting solutions across the industry and InterActive Legal is at the top of the class.”
For a limited time, InterActive Legal subscribers can purchase the Yourefolio plug-in at a substantial discount, giving their estate planning practices the ability to import client-fed data directly into their drafting suite. InterActive Legal subscribers will also reap the benefits of an exclusive referral arrangement between Registered Investment Advisors and InterActive Legal subscribers, a win-win for the client.
Along with the integration, the two companies are creating an Alliance Partnership to bring the experience full circle. Realizing that everyone must work in unison to provide effective estate planning for clients, Yourefolio is creating the first of its kind “Collaboration Program” where the advisory subscribers can click a button and connect with estate planning attorneys. The collaboration program will help to reduce outside meetings and paperwork, assist with legal aspects and communication between clients and advisors, bringing estate planning to a virtual experience.
Yourefolio’s practice management solution is the perfect complement to InterActive Legal’s best in class document drafting solution. Yourefolio can facilitate almost 90% of the planning process through its technology, but it cannot provide the drafting of documents. By working closely with InterActive Legal and the professionals in their network we can now provide a complete client experience.
"InterActive Legal is pleased to collaborate with Yourefolio, to offer our subscribers an even more comprehensive set of tools for efficiency and accuracy in their practice," said InterActive Legal Editor-in-Chief and co-founder, Jonathan Blattmachr. "InterActive Legal subscribers are accustomed to the high quality of our documents, and our premier customer service. Yourefolio is another industry leader with the same commitment to quality and service, so this integration is a natural fit."
Yourefolio will host a webinar to illustrate the integration on Thursday, December 13th at 2pm EST. To join the webinar please click here. For more information about Yourefolio please visit https://www.yourefolio.com or email firstname.lastname@example.org.
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Yourefolio is the only comprehensive estate and legacy planning platform for estate planning professionals. The platform is designed to facilitate all activities undertaken by estate planners and their practice. The innovation provides a 21st century approach to estate planning by bringing everything into a modern-day platform. From engagement and prospecting, analyzing and reviews, illustrations and administration, to settlement and legacy planning, Yourefolio provides every tool for an estate planner to practice more effectively and efficiently. Yourefolio is the future of estate and legacy planning.
About InterActive Legal
InterActive Legal, headquartered in Melbourne, FL, is a leading provider of software solutions and practice development initiatives to the estate planning, elder law, and special needs planning community nationwide. InterActive Legal’s automated document drafting suites helps legal practitioners in this arena make quantum gains in efficiencies and accuracy, thus enabling them to better represent the needs of their clients.