NetLaw recently had the opportunity to attend the 2026 Heckerling Institute on Estate Planning, one of the most respected and influential conferences in the estate planning industry. Our team joined estate planning attorneys, legal scholars, and industry leaders from across the country for several days of learning, discussion, and collaboration.
For our team, Heckerling was more than a conference—it was a powerful reminder of the scale, complexity, and importance of the estate planning market we serve.
Estate Planning Is Growing and Evolving
One of the most striking takeaways from Heckerling was the sheer momentum of the estate planning industry. Session after session brought together deeply engaged professionals eager to stay ahead of legal, tax, and regulatory developments.
“The level of engagement throughout the conference really reinforced what we see every day at NetLaw,” said Alex Hargrove, CEO of NetLaw, who attended the conference. “Estate planning isn’t a niche offering. It’s a critical and expanding part of holistic financial planning, and the demand for thoughtful, attorney-led solutions is only growing.”
For us, this reinforced the opportunity and responsibility we have as an estate planning technology platform provider. Advisors and attorneys need modern, efficient tools to serve a growing client base without sacrificing quality, compliance, or personalization.
Learning From the Best in Estate Planning
Heckerling is known for its depth of expertise, and this year was no exception. From advanced trust planning strategies to evolving best practices in client engagement, the conference offered valuable insight into where the industry is headed.
These conversations directly inform how we think about product development at NetLaw. Understanding the challenges attorneys and advisors face allows us to continue building technology that supports sophisticated planning while simplifying execution, especially in a tech-enabled law firm model like the one we support with Hargrove Firm.
Meaningful Conversations and Shared Value
Beyond the sessions, Heckerling created space for meaningful networking and collaboration. Connecting with other professionals in the estate planning space sparked thoughtful discussions about innovation, efficiency, and how technology can better support both advisors and attorneys.
These conversations affirmed NetLaw’s role in the ecosystem: we’re not replacing expertise—we’re amplifying it. By streamlining workflows and improving the client experience, we help estate planning professionals focus on what matters most: delivering sound legal advice and building trusted relationships.
Looking Ahead
Attending Heckerling left us energized and optimistic about the future of estate planning. The market is strong, the demand is real, and there is growing momentum around tech-enabled law firm models that help advisors and their clients access high-quality legal guidance more efficiently. As NetLaw continues to evolve, insights from conferences like Heckerling help ensure we’re building solutions that align with the real-world needs of advisors, attorneys, and the clients they serve.
Call to Action
If you’re a financial advisor looking to modernize your estate planning process while maintaining the highest legal standards, NetLaw can help. Connect with us to learn how our technology supports a seamless and client-friendly estate planning experience.