Powering the most sophisticated attorney-led estate planning experience

NetLaw makes estate planning easy, efficient, and secure for clients, advisors, and attorneys

Attorney-Led Estate Planning for Leading Wealth Advisory Firms

“NetLaw has fundamentally transformed how we deliver estate planning to our clients. Their unique combination of sophisticated legal expertise and innovative technology has allowed us to scale high-quality estate planning services across our advisors.”
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Scott Luhnau
Head of Multi-Generational Wealth Planning, Mariner Wealth Advisors

Built for Advisors. Designed for Clients. Powered by Legal Experts.

NetLaw is an estate planning software that’s built to bridge the gap between financial advisors, their clients, and estate planning attorneys. Our mission is to make estate planning accessible, seamless, and integrated into the broader financial advisory process to protect every client’s legacy.

We provide software for wills, trusts, and estate planning that empowers Hargrove Firm’s legal teams to work efficiently while keeping advisors fully engaged in the process. From client intake to final execution, every step is guided, secure, and attorney-led.

NetLaw for Enterprises

Scalable estate planning solutions for enterprise organizations

NetLaw’s enterprise platform is designed for financial institutions and registered investment advisors (RIAs). It enables enterprises to equip their advisor networks with feature-rich tools to enhance client offerings
and streamline estate planning processes.

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What enterprises get with NetLaw:

Advisor Referral Visibility

Monitor which advisors drive referrals and understand how they engage clients through NetLaw.

Analytics and Monthly Reporting

Access rich data on advisor activity, client metrics, and plan performance with detailed dashboards.

Corporate-Level Trustee Support

Easily integrate corporate trustees into client estate plans for seamless asset management oversight.

Workflow Integration

Embed NetLaw into your existing workflow processes to save time and improve estate planning efficiency.

Brand Customization

Customize the platform’s look to reflect your enterprise brand across the entire experience.

Tailored Onboarding and Support

Equip enterprise teams with hands-on platform training, customized onboarding plans, and dedicated support.

NetLaw for Advisors

Your estate planning command center

NetLaw’s advisor portal gives you control, visibility, and the tools to better manage your clients’ estate planning.
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What advisors get with NetLaw:

Attorney-Led Planning

Clients meet with a sophisticated lead attorney and a state-licensed attorney who oversee and take responsibility for the entire estate plan.

Automated Client Onboarding

Onboard clients, upload documents, and schedule consultations in just a few clicks.

Total Visibility

Track every step of the estate planning process with real-time task management and client timelines.

Built-In Compliance

Operate within a secure, SOC 2 Type II-certified system designed for advisor-client collaboration.

Synchronized Collaboration

Collaborate seamlessly with clients, attorneys, paralegals, and administrative teams to streamline the estate planning process.

Digital Execution and Fulfillment

Enable remote signing, notarization, and delivery to reduce delays and improve client satisfaction.

NetLaw for Clients

Estate planning made simple and secure

NetLaw’s estate planning tools provide clients with a streamlined way to manage their estate plans, reducing confusion, delays, and stress.
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What clients get with NetLaw:

Clear Onboarding

Start the process with simple intake steps, secure uploads, and easy scheduling.

Legal Confidence

Work with experienced attorneys to create a legally sound plan.

Real-Time Progress tracking

Sign documents remotely, complete notarizations, and receive final plans digitally and physically.

Transparent Pricing

Choose Hargrove Firm for estate planning and get free access to NetLaw’s platform. Enjoy nationwide fixed-fee pricing with no hidden costs.

Seamless Support

Access legal help anytime through secure messaging, video calls, and advisor coordination.

Nationwide Access

Receive consistent estate planning services in all 50 states no matter where life takes you.

Legal Services Provided by Hargrove Firm

Estate plans created through NetLaw are led and managed by a team of experienced attorneys from Hargrove Firm– a national, award-winning law firm recognized by the American Bar Association and founded by BigLaw partners. NetLaw powers Hargrove Firm’s estate planning services for
wealth advisory firms that collectively manage over $250 billion in client assets.

Hargrove firm has decades of estate planning expertise and complementary specializations, such as:

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Business exit and
succession planning
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Advanced tax planning
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Entity formation and valuations
Advisors and clients work directly with attorneys while using NetLaw to manage documents, track progress, and streamline communication all in one place.

The Team Powering Intelligent Estate Planning at Scale

Behind NetLaw is a team of experienced legal, financial, and technology professionals committed to transforming how estate planning is delivered.
img Jamie Hargrove Founding Partner Hargrove Firm

Jamie Hargrove

Founding Partner, Hargrove Firm

img Alex Hargrove Chief Executive Officer NetLaw

Alex Hargrove

Chief Executive Officer, NetLaw

NetLaw Blog

Get up-to-date insights and expert perspectives on estate planning, advisor technology, legal innovation, client engagement, and more.
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