Why Financial Advisors Don’t Need Multiple Platforms to Fund a Trust
Delivering a Streamlined Estate Planning Experience Through NetLaw
NetLaw at Wealth Management EDGE 2025: How We’re Solving Estate Planning Friction for Advisors
Key takeaways from NetLaw’s time at Wealth Management EDGE 2025
Intergenerational Wealth Transfer: Key Takeaways from Our Latest Webinar
Explore expert takeaways from our recent webinar on intergenerational wealth transfer and learn strategies…
Individual vs. Joint Trusts: A Strategic Guide for Financial Advisors
Understand the key differences between individual and joint trusts to better support your clients
Improved Tools for a Better Estate Planning Experience
Explore the latest enhancements to NetLaw’s Advisor Portal. NetLaw is excited to announce a series …
Webinar Recap: Advanced Estate Planning Strategies for Advisors
Watch the recap on our webinar with Hargrove Firm on advanced estate planning strategies for advisors
Estate Planning Essentials Webinar
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
Discover the Enhanced NetLaw Client Experience
Read about our enhanced user interface and the launch of our remote online notarization services
NetLaw Attains SOC 2 Type II Compliance
Safeguarding measures demonstrate a commitment to security and privacy
NetLaw Introduces Advisor Payment Feature
Financial advisors now have the option to pay on behalf of their clients
Trucendent and NetLaw Announce Strategic Relationship to Deliver an Integrated Approach to Estate Planning
Their combined technology and processes improve estate planning experiences
Does Estate Planning Need to Be Complicated?
Unless your client’s estate is worth over $12 million, probably not