Estate Planning for Financial Advisors
Empowering Wealth Advisors with Estate Planning Transparency
Wealth advisors often feel like they’re navigating a black box. When they refer clients to law firms, they’re left waiting weeks without updates, hoping for the best. This lack of transparency often creates a host of challenges, such as cost overruns and frustrating delays that disrupt estate planning processes.
Moreover, cross-referrals between attorneys and advisors can cause confusion and erode client trust, while clients moving between states create extra challenges in finding qualified lawyers across multiple jurisdictions.
NetLaw puts you back in the driver’s seat. Our platform gives you complete transparency into your client’s journey. You’ll always know where your client is in the estate planning process, what steps lie ahead, and how to support them. No more uncertainty, no more being left in the dark — that’s the power of smart, simple estate planning with NetLaw.
Comprehensive Estate Planning Features
NetLaw’s estate planning software for advisors is chock-full of powerful features to make your work more efficient and impactful:
Attorney-Led Planning
Clients are paired with a lead attorney from Hargrove Firm, who oversees the entire estate planning process and ensures the plan is legally sound.
Automated Client Onboarding
Onboard clients, upload documents, and schedule consultations in just a few clicks, streamlining administrative tasks.
Total Visibility
Track every step of the estate planning process with real-time task management and client timelines, providing transparency and control.
Built-In Compliance
Operate within a SOC 2 Type II-certified system so that all interactions between advisors, clients, and attorneys meet industry standards for security and compliance.
Synchronized Collaboration
Collaborate in real time with clients, attorneys, and your team to keep every aspect of the estate plan aligned and updated efficiently.
Digital Execution and Fulfillment
Enable remote signing, notarization, and document delivery to reduce delays and improve client satisfaction with a fully digital process.
Working with Hargrove Firm Through NetLaw
Here’s what that means for you:
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Guidance from Lead and Local Attorneys:
The estate planning process is led by a Hargrove Firm Lead Attorney, with your client also meeting with an attorney licensed in their state for state-specific expertise. -
Predictable Client Service:
NetLaw’s streamlined process eliminates the time-consuming aspects of traditional law offices, allowing your clients to experience both efficient and comprehensive service. -
Nationwide Access:
No matter where your clients are located, Hargrove Firm’s network of attorneys can address their estate planning needs in all 50 states.
Benefits of NetLaw’s Estate Planning Software for Financial Advisors
Complete Strategic Oversight and Control
NetLaw puts you in the driver’s seat, where you have full visibility into the estate planning process so you can guide clients confidently every step of the way.
Customized for Your Clients
NetLaw adapts to your clients’ unique estate planning needs, from business succession planning to tax optimization, providing flexibility and control.
Seamless Integration
NetLaw’s platform integrates smoothly into your existing workflows, making estate planning an easy addition to the services you already offer.
Scalable for Growing Practices
As your client base grows, NetLaw grows with you. The platform is designed to scale, handling both simple and complex estate plans with ease.