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InterActive Legal and Yourefolio Announce Alliance Partnership and Release of Integration Between Platforms

Dec 05, 2018 - ICT Monitor Worldwide

(PRWeb) - InterActive Legals best in class document drafting solution and Yourefolios comprehensive estate and legacy planning platform are fully integrated. The integration is now available to estate planning attorneys utilizing InterActive Legals document drafting system.

The integration will allow financial advisors, insurance professionals and CPAs the ability to move client information directly to attorneys who work on estate planning cases with them. The client information will flow ...