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A New Growth Engine for Financial Advisors
Estate planning is becoming a more central offering for advisors, but it’s accompanied by big legal risk when built incorrectly
Date: 5/7/2026
Outlet: Rethinking65
A Novel Twist on the Charitable Remainder Unitrust Rolling Contributions, Income Control, and the CRT-Owned LLC
Jamie Hargrove and Scott Luhnau examine coordinated planning strategies utilizing CRUTS
Date: 5/5/2026
Outlet: NAEPC Journal of Estate & Tax Planning
The Legal Fine Print Behind Estate Planning Tech: What RIAs Need to Know
Investment News explores the compliance considerations RIAs need to understand when adopting estate planning technology.
Date: 4/27/2026
Outlet: Investment News
The Accountability Gap in Estate Planning
NetLaw CEO Alex Hargrove outlines why accountability remains a critical — and often overlooked — challenge in estate planning.
Date: 4/22/2026
Outlet: Advisor Perspectives
What's New In Investments, Funds? — Citi Wealth, AssetMark, NetLaw
NetLaw’s growth plans are reflected through its new partnerships, expanding team, and growing firm adoption.
Date: 4/22/2026
Outlet: Family Wealth Report
NetLaw and Hargrove Firm Now Support RIAs Overseeing More Than $400 Billion in AUM
NetLaw and Hargrove Firm are supporting RIAs managing over $400 billion in AUM while reporting 4x growth in paid engagements in 2025, achieving profitability, and accelerating adoption among leading wealth management firms.
Date: 4/21/2026
Outlet: Businesswire
Leveraging Tech-Enabled, Attorney-Led Estate Planning Video Interview
NetLaw’s CEO, Alex Hargrove, shares his perspective on technology’s growing role in attorney-led estate planning
Date: 4/16/2026
Outlet: LinkedIn, Chris Latham
Who's Moving Where In Wealth Management? — NetLaw, Perigon
Tim Fisk, NetLaw’s newly appointed SVP of Partnerships, will lead strategic initiatives helping RIAs integrate NetLaw’s platform into their enterprise infrastructure.
Date: 3/9/2026
Outlet: Family Wealth Report