NetLaw was honored to be a LaunchPad Lab sponsor at Wealth Management EDGE 2025, one of the industry’s most influential conferences for forward-thinking financial advisors, fintech innovators, and wealth management leaders. Held in Boca Raton, Florida, the event provided a dynamic environment to exchange ideas, showcase innovation, and engage in meaningful conversations about the future of financial services.
Through dozens of conversations at our booth and in breakout sessions, one message came through loud and clear: estate planning remains a major point of friction for advisors and clients alike. From technology gaps to legal complexity, firms are still seeking ways to simplify, scale, and strengthen this critical part of the client experience. As a sponsor, NetLaw had the opportunity to showcase how our technology platform empowers financial advisors to deliver attorney-led estate planning that is not only scalable and compliant, but also integrated into the modern advisory workflow.
What We Heard: Common Estate Planning Challenges
Throughout the conference, advisors shared common frustrations with traditional estate planning workflows. Here are a few of the consistent themes:
- Cost Overruns & Delays: Clients are often surprised by legal fees and slow turnaround times.
- No Technology Integration: Despite using modern tools elsewhere, the estate planning process still feels outdated and disconnected.
- Zero Visibility: Advisors are left in the dark, unable to track progress or verify whether assets have been properly transferred or funded.
- Multi-State Complexity: When clients relocate, advisors are left scrambling to find trusted attorneys in other jurisdictions.
- Cross-Referral Risk: Attorneys sometimes refer clients to other advisors, creating a risk of client leakage.
NetLaw addresses all of these challenges through a centralized platform that supports both advisors and their clients. Our solution ensures that estate plans are legally sound, efficiently delivered, and seamlessly connected to the broader financial planning process.
How NetLaw Helps: A Better Estate Planning Experience for Advisors and Clients
NetLaw was built to eliminate the very issues that advisors shared with us at EDGE. Our platform is designed to bridge the gap between financial planning and legal execution, offering a streamlined experience that aligns with how advisors already serve their clients.
With NetLaw, advisors gain:
- Seamless Workflow Integration: Our digital platform fits easily into your planning process, allowing you to initiate, track, and manage estate plans without losing visibility or control.
- Attorney-Led Estate Plans, Delivered Digitally: Clients receive high-quality, legally valid estate plans backed by real attorneys
- Real-Time Visibility: Advisors can monitor estate planning progress at every stage, including document completion and funding, all from a single dashboard.
- National Coverage: Advisors can serve clients in all 50 states with confidence, ensuring estate plans remain valid even when clients relocate or have multi-state needs.
- Fixed-Fee Transparency: Advisors can offer clients clear, upfront pricing with no hidden legal fees, helping to build trust and eliminate billing surprises.
- Secure, Compliant Infrastructure: Advisors and clients benefit from SOC 2 Type II compliant protections, ensuring all personal and financial data is handled with the highest security standards.
“It was energizing to connect with so many advisors and firm leaders who are actively looking for ways to enhance the estate planning process without sacrificing quality or compliance,” said Alex Hargrove, CEO of NetLaw. “Time and time again, we heard the same challenges—cost overruns, visibility gaps, technology friction—and it was rewarding to see how clearly NetLaw’s attorney-led approach resonated.”
By addressing both the legal and logistical challenges advisors face, NetLaw helps you provide a differentiated service that adds value to your relationships and builds client trust. Learn more about what it’s like to work with Hargrove Firm powered by NetLaw.
Looking Ahead
We’re grateful to the Wealth Management EDGE team for the opportunity to sponsor such a forward-looking event, and to all of the advisors and industry leaders who took the time to connect with us.
If you weren’t able to attend or didn’t get a chance to visit our booth, we’d still love to show you how NetLaw can help streamline and strengthen your estate planning offering.