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Frequently Asked Questions

Frequently Asked Questions (FAQs) describe several issues that subscribers might face. Choose a category to browse or search for answers to your questions.

If you don’t find the answer to your question in our FAQs, please choose from one of our other support options.

Client Intake Customization Drafting Scenarios Formatting Legal Content Technical

Legal Content

Which form is used to create a Will with a testamentary special needs trust for the spouse?

InterActive Legal Support Team Nov 14, 2024

You can start off with any Will profile, however, you will need to set up the spouse's gift to be to a Family Trust or Marital Trust, and then the SNT option will show up on the screen for the Family Trust terms or Marital Trust terms.

Legal Content

Custom Profiles

InterActive Legal Support Team Nov 13, 2024

Custom Profile Instructions

Client Intake

View Archive Intake Form & Restore

InterActive Legal Support Team Nov 11, 2024

View Archive Intake Form & Restore

Client Intake

Archive Intake Form Instructions

InterActive Legal Support Team Nov 11, 2024

Archive Intake Form Instructions

Client Intake

Can I edit the language that is prepopulated in the email?

InterActive Legal Support Team Nov 11, 2024

Yes, you can edit the language that is prepopulated in the email.

Client Intake

Create Client Intake Form for New Client Instructions

InterActive Legal Support Team Nov 11, 2024

Please see instruction images.

Client Intake

Create Client Intake Form for Existing Client Instructions

InterActive Legal Support Team Nov 11, 2024

Please see instruction images.

Client Intake

View the Additional Notes in the Client Intake Form

InterActive Legal Support Team Nov 11, 2024

Please see instructions.

Client Intake

Questions to answer in the Client Interview after the client submits their Intake Form.

InterActive Legal Support Team Nov 11, 2024

The questions you will still have to answer will depend on the Client(s) and the questions they answered.

Client Intake

Delete Client Intake Form

InterActive Legal Support Team Nov 11, 2024

To delete a Client Intake Form, go to the Client Intake Form screen, click on the client intake form you desire to delete, the Intake Form Properties Menu will pop up, in the Intake Form Actions section, click the red button at the bottom…

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Content Support Notice

InterActive Legal Content Support is designed for drafting questions and explaining options within the program, and we cannot advise on legal matters or best practices.

For substantive questions, we recommend seeking input from other members of the InterActive Legal community by posting your question to our Estate Planning and Elder Law Discussion Forum. That will allow you to obtain other perspectives on the best structure of the plan, and it is possible that others more familiar with your state law will be able to provide additional guidance.

Legal Discussion Forum

Frequently Asked Questions

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