NetLaw Blog

Explore expert takeaways from our recent webinar on intergenerational wealth transfer and learn strategies…

Understand the key differences between individual and joint trusts to better support your clients

Explore the latest enhancements to NetLaw’s Advisor Portal. NetLaw is excited to announce a series …

Watch the recap on our webinar with Hargrove Firm on advanced estate planning strategies for advisors

Watch a recap on our webinar on the essentials of estate planning with Hargrove Firm’s Debbie Makowski and Burney Wealth Management’s Adam Newman

Read about our enhanced user interface and the launch of our remote online notarization services

Safeguarding measures demonstrate a commitment to security and privacy

Financial advisors now have the option to pay on behalf of their clients

Their combined technology and processes improve estate planning experiences

Unless your client’s estate is worth over $12 million, probably not

Refer clients to experienced legal counsel more easily than ever

Tutorial helps clients prepare for a successful planning meeting