Estate Planning Solutions

Platforms that connect every stakeholder
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Bridging Legal Expertise and Technology for Smarter Estate Planning

NetLaw offers a comprehensive estate planning platform designed to connect enterprises, financial advisors, and clients in a seamless, collaborative environment. By integrating cutting-edge technology with experienced legal counsel, we streamline the estate planning process, making it more accessible, efficient, and transparent.

Our solutions support enterprises in managing complex business planning, empower advisors to deliver personalized client services, and help clients secure their legacies with confidence.

How NetLaw Stands Out

NetLaw takes a unique approach to estate planning, setting itself apart from the competition. Here’s a quick look at how the platform compares to other options.
Feature NetLaw Competitors
Core Focus Delivers comprehensive estate plans through an attorney-led process with technology enabling advisor participation Provides platforms for financial advisors to evaluate, optimize, and manage client estate plans
Attorney Involvement Licensed attorneys in all 50 states lead the entire process Limited attorney review available (not full 50-state coverage)
Planning Complexity Handles advanced instruments and business succession planning Standard estate planning documents
Client Experience Consultation-driven with advisor involvement Digital-first approach with limited support options
Estate Visualization Provides visual estate plan summary to clients Reporting tools for advisors to visualize client estate plans
AI Implementation Uses AI to empower attorney workflows and efficiency AI tools designed for advisor use in automating estate reviews

See Our Estate Planning Solutions in Action

Find out what makes NetLaw the top choice for enterprises, advisory firms, and clients.