NetLaw is excited to announce the appointment of Tanner DeBry as Vice President of Advisor Success. In this role, DeBry will build and lead NetLaw’s Advisor Success function, helping registered investment advisors (RIAs) effectively integrate and continually leverage estate planning into the client relationships through NetLaw’s technology platform and Hargrove Firm, its affiliated national estate planning law firm.
DeBry joins NetLaw as the company continues to expand its support for RIAs, including the recent executive hire of Tim Fisk in early March, seeking to make estate planning a more scalable, consistent, and valuable part of their advisory offering. DeBry will work closely with advisory firms to support onboarding, activation, and long-term platform usage, while establishing the systems, frameworks, training, and client conversation strategies that help advisors make attorney-driven estate planning a core part of their practice.
“Tanner brings exactly the kind of experience we need as more advisory firms look for practical ways to embed sophisticated estate planning into the client experience,” said Alex Hargrove, CEO of NetLaw. “He understands both the operational realities advisors face and the importance of delivering a structured, repeatable model for adoption. Bringing Tanner onto the team strengthens our ability to help advisors implement estate planning in ways that leverage the value of NetLaw and the Hargrove Firm’s exceptional estate planning experts.”
DeBry has built his career at the intersection of wealth management and technology, helping financial institutions, RIAs, and family offices adopt technology platforms and services. His background includes roles at Goldman Sachs and Addepar, and most recently he served as Director of Customer Success at Asora, where he led customer success for a fintech platform serving family offices and ultra-high-net-worth clients.
“Estate planning is where a financial advisor’s understanding of their client becomes truly complete — and having spent my career in portfolio performance and reporting, I’ve seen firsthand that the most informed financial decisions start with that conversation,” said DeBry. “Estate planning is what brings together financial goals, family needs, and long-term legacy in a way no portfolio report can capture alone. Clients’ lives, financial situations, and family needs evolve over time, and estate plans should evolve with them. NetLaw’s model stands out by combining technology with attorney-led support through Hargrove Firm, helping advisors guide clients through life changes with estate planning professionals involved throughout the process. I look forward to helping advisors see estate planning not as a separate conversation, but as the foundation of a complete client relationship.”
NetLaw helps financial advisors integrate estate planning into the advisory process by combining intelligent workflow technology with access to a national legal infrastructure through Hargrove Firm. Together, the platform enables advisors to identify planning needs earlier, support more thoughtful client conversations, and deliver a more complete wealth planning experience without adding unnecessary administrative burden.
About NetLaw
NetLaw is a technology platform that powers attorney-led estate planning for wealth advisory firms. NetLaw enables financial advisors to deliver comprehensive estate planning services through Hargrove Firm, a national law firm serving clients across all 50 states. For more information, visit netlaw.com.
About Hargrove Firm
Hargrove Firm is a national estate, tax, and business planning law firm serving clients across all 50 states. Founded more than a decade ago by Jamie Hargrove, an attorney and CPA, Hargrove Firm is powered by NetLaw’s technology platform and serves wealth advisory firms managing over $300 billion in client assets. For more information, visit hargrovefirm.com.
Media Contact
Trevor Davis
Gregory Agency for NetLaw
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