InterActive Legal

InterActive Legal is document-drafting software for estate planning and elder law practices. It is best suited to firms whose work fits its distinct planning systems and that can use its Word-based workflow. Its range of planning content is a strong fit for specialized practices, while custom pricing and the Windows-only toolbar limit its appeal for some teams.

Overview

InterActive Legal automates drafting for estate planning and elder law. Its comparison spans wills, trusts, powers of attorney, health care documents, trust administration forms, agreements, and client communications across its Essential Estate Planning, Wealth Transfer Planning, and Elder Law systems. That breadth makes it relevant to practices handling varied planning matters, though the systems are organized around client needs rather than one general-purpose package.

Firearms Trust Planning is a narrower offering, covering a single-grantor revocable NFA Trust and related ancillary documents. It suits practices serving firearm-owning clients, but its focused scope should not be mistaken for a broad estate-planning system.

Key features

Planning systems for different client groups

Essential Estate Planning is designed for clients of modest wealth, Wealth Transfer Planning for clients with significant wealth, and Elder Law Planning for elder law and special-needs planning. This segmentation can help a firm choose content for its core work; practices serving all these groups should assess which systems they need rather than assume one covers every matter.

Browser access and Word output

The online system runs in Chrome, Firefox, Safari, Chromium Edge, Brave, and Opera, and supports Windows, Mac, iOS, and Linux environments. It produces .docx documents, but its word-processing toolbar is supported only on Word for Windows. That distinction matters: browser access across platforms does not remove the Windows requirement for the toolbar workflow.

Security and support

For the online version, customer data is stored encrypted on AWS servers, and data sent between the browser and ILS servers uses TLS 1.3 and SHA-256 encryption. Users can opt into multi-factor authentication through a third-party authenticator app. Data is deleted 90 days after a subscription expires without renewal unless the user deletes it later, so firms should plan for retention before ending a subscription. The company describes personalized online training and provides subscribers with a customer support contact.

Pricing

InterActive Legal is paid software with custom pricing. The four systems—Essential Estate Planning, Wealth Transfer Planning, Elder Law Planning, and Firearms Trust Planning—have no published prices, so firms should request pricing for the systems they intend to use. Essential Estate Planning targets modest-wealth clients, Wealth Transfer Planning significant wealth, Elder Law Planning elder law and special-needs work, and Firearms Trust Planning firearm-owning clients. Those distinct scopes make the choice about practice fit, not a published price ladder; no seat counts, quotas, trial terms, or renewal terms are stated.

Platforms

The platform list includes Android, iOS, Linux, macOS, web, and Windows. The online system works in Windows, Mac, iOS, and Linux environments and has been tested on Android tablets. Its supported browsers are Chrome, Firefox, Safari, Chromium Edge, Brave, and Opera. However, the toolbar works only with Word for Windows, while the separate Legacy installation requires a supported Windows version, Microsoft Word, and HotDocs Player. Firms using Mac or Linux can access the online system, but should account for the Windows dependency if their drafting workflow relies on the toolbar or Legacy.

Who it's for

InterActive Legal is most compelling for legal practices focused on estate planning, wealth transfer, elder law, or special-needs planning that want automated document drafting matched to those client groups. Its dedicated firearms trust system may also suit practices with that specific need. It is a less natural fit for teams that require a cross-platform Word toolbar or want pricing they can compare before contacting the company.

Pros and cons

• Pros: Broad planning-document coverage across wills, trusts, powers of attorney, health care documents, administration forms, agreements, and client communications gives practices scope for varied matters.
• Pros: Separate systems for modest-wealth, significant-wealth, elder-law, and firearms-trust needs let practices align drafting content with their client base.
• Pros: Browser access across major desktop environments, iOS, and tested Android tablets gives users options beyond a Windows desktop.
• Cons: The toolbar is supported only on Word for Windows, which can constrain otherwise cross-platform online use.
• Cons: Legacy requires Windows, Word, and HotDocs Player, adding dependencies for firms choosing the installed version.
• Cons: Custom pricing across the systems makes budget comparison difficult without requesting a quote.

Alternatives

For a self-hosted route without software fees, consider Docassemble; hosting typically costs $10–$40 per month or more depending on performance, availability, and support needs. Choose Legito instead if a free document lifecycle management plan with customizable workflows, approvals, and electronic signatures is a better starting point; its Starter plan is €6.90 a month. Clio Draft is another paid web option, with AI-powered Word templates, court forms, questionnaires, and document sets.

Quillogic offers a pay-per-use option without contracts or subscription fees. Checkbox is a paid alternative with pricing and scope set in an Order, where fees may vary by authorized user type. Contract Express is another paid option for web and Windows. EstateScribe is a paid web alternative. WealthCounsel is a paid alternative with a Trusts & Estates Professional plan that includes Wealth Docx® Complete, Business Docx®, Wealth Tracx®, and Gun Docx®; membership pricing depends on firm user count.

Browse more options in Legal Document Automation Software or Estate Planning Software.

Verdict

Choose InterActive Legal if your practice needs estate-planning or elder-law drafting systems tailored to distinct client groups, and its document coverage matches your work. The main reason to choose it is that breadth of specialized planning content; the main reason to look elsewhere is the combination of custom pricing and a Word-for-Windows-only toolbar, especially for teams that depend on cross-platform drafting.