Estate Planning for Enterprises
NetLaw’s Estate Planning Platform for Enterprises
For many enterprises, managing estate planning referrals feels like the Wild West — lacking transparency, oversight, and reliable networks to confidently recommend to advisors. Questions like “Where are my clients being referred?” and “Who is driving estate planning engagements?” often go unanswered.
NetLaw changes that by providing clear insights and centralized oversight. Our platform lets you track every referral, client engagement, and outcome within your organization, giving you full visibility into your estate planning pipeline. You can confidently evaluate both the technology and Hargrove Firm’s legal services, knowing your clients receive consistent, high-quality support across all 50 states.
Beyond transparency, NetLaw integrates seamlessly with your existing systems to reduce referral friction. We offer brand customization or co-branding to maintain your identity throughout the user experience and can incorporate your preferred corporate trustee to support smooth asset management.
Powerful Features That Transform Estate Planning for Enterprises
NetLaw’s estate planning platform for enterprises is equipped with advanced tools and features that make managing business estates easy for enterprises, advisors, and clients.
Advisor Referral Visibility
See exactly which advisors are referring clients and how effectively they engage them. Use these insights to recognize top contributors and improve the referral process across your organization.
Robust Analytics and Reporting
Access detailed reports on advisor activity, client engagement, and plan outcomes. NetLaw’s analytics help you understand key metrics that can drive decision-making and improve estate planning processes.
Seamless Corporate Trustee Integration
Easily include your chosen corporate trustees in client estate plans using the platform, allowing centralized oversight of assets while meeting fiduciary responsibilities and legal requirements.
Smooth Workflow Integration
Connect NetLaw’s technology with existing enterprise systems without disrupting established workflows. Flexible APIs and integration tools reduce manual tasks, streamline referrals, and boost operational efficiency.
Unified Brand Experience
Customize the platform’s interface and communications to reflect your enterprise’s identity. A unified brand presence builds trust and reinforces your organization’s reputation, delivering a polished, seamless experience to advisors and clients alike.
Tailored Onboarding and Expert Support
Get customized onboarding plans, platform training, and ongoing support from dedicated NetLaw experts. We’ll work with your team to ensure a smooth adoption process and ongoing success.
Why Enterprises Should Implement NetLaw
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Centralized Control Over Client Referrals
NetLaw provides enterprises with a centralized platform for all estate planning referrals, streamlining processes, ensuring clarity, and establishing clear accountability. -
Consistent Service Quality Nationwide
Enterprises can trust that advisors and their clients gain seamless access to licensed legal support and high standards across all locations. -
Reliable Legal Network
Unlike informal or incomplete referral systems, NetLaw partners with licensed of counsel attorneys, giving enterprises confidence in recommending trusted legal experts to advisors and clients. -
Referral Efficiency
By integrating seamlessly with existing enterprise systems, NetLaw minimizes manual tasks and streamlines the referral process, reducing friction and accelerating client onboarding.
NetLaw Helps Enterprises Achieve Outstanding Results
