InterActive Legal
7.4#2 in legal document automation software$99, paid onceAndroidiOSWebLinux
Visit| Fact | InterActive Legal | Yourefolio |
|---|---|---|
| Headquarters | LinkedIn lists headquarters at 202 N Harbor City Blvd, Suite 200, Melbourne, Florida 32935. | Westlake, Ohio, United States |
| Purpose | InterActive Legal offers automated estate planning and elder law document drafting software. | Yourefolio is estate and legacy planning software for estate planning professionals. |
It suits estate-planning and elder-law professionals who need drafting systems tailored to different client needs, including special needs or firearms trust planning. The browser-based option may suit teams working across supported operating systems.
Yourefolio is aimed at attorneys, financial advisors, insurance professionals, Certified Financial Planners, banks, and large financial institutions. It fits professionals coordinating estate plans, trust funding, and client information.