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

NetLaw Simplifies Advisor Experience with New Tutorial and Quick-Add Feature

Refer clients to experienced legal counsel more easily than ever

New NetLaw Client Tutorial Streamlines Intake Process

Tutorial helps clients prepare for a successful planning meeting