Powering the most sophisticated attorney-led estate planning experience
Attorney-Led Estate Planning for Leading Wealth Advisory Firms
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.
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.
Your estate planning command center
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.
Estate planning made simple and secure
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
Hargrove firm has decades of estate planning expertise and complementary specializations, such as:
The Team Powering Intelligent Estate Planning at Scale
Jamie Hargrove
Founding Partner, Hargrove Firm
Alex Hargrove
Chief Executive Officer, NetLaw