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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

Why do Crummeys prevent the disclaimer?

InterActive Legal Support Team Mar 12, 2021

Crummey powers prevent the disclaimer because that would give the disclaiming party the ability to benefit from the disclaimed property prior to disclaiming (which would make the disclaimer not qualified).

Formatting

How can I change Page # to Page # of # in an ILS Will or Trust Footer?

InterActive Legal Support Team Jan 28, 2021

Double-click in the footer area.

Legal Content

How do I correctly create the nonreciprocal trust for the second spouse? Do I need to create a…

InterActive Legal Support Team Jan 25, 2021

Yes, you would need to create a separate matter for the second spouse.

Formatting

How to change the paper size to “Legal” 8 1/2 x 14 in an InterActive LegalSuite…

InterActive Legal Support Team Jan 22, 2021

This will show users how to change the paper size to "Legal".

Formatting

How to Bold and Italicize the Client Name in an Interactive LegalSuite document.

InterActive Legal Support Team Jan 22, 2021

This will show instructions on how to Bold and Italicize the Client Name in an InterActive LegalSuite document.

Formatting

How can I change the quotation marks in my InterActive LegalSuite document from straight quotes to…

InterActive Legal Support Team Jan 22, 2021

You can change your quotation marks from straight to smart (curly) quotes using the Find and Replace feature in Microsoft Word. First, you must set your preferred quotation mark style and then use the Find and Replace to replace the…

Formatting

How do I Change a Level 1 TOC to a Level 2 TOC?

InterActive Legal Support Team Jan 22, 2021

This is how to change a Level 1 TOC to a Level 2 TOC.

Formatting

After editing a document, how can I automatically update the Table of Contents?

InterActive Legal Support Team Jan 22, 2021

After editing your document, you can update the Table of Contents easily by right-clicking on the text of the table itself, and choosing Update Field.

Legacy

How do I move my assembled documents from ILS Cloud to my local computer?

InterActive Legal Support Team Jan 22, 2021

Please see our quick training video.

Legacy

How do I move clients from one ILS installation to another?

InterActive Legal Support Team Jan 22, 2021

Please see our ILS Data Management Guide which can be found in the Technical section of Frequently Asked Questions.

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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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