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NetLaw Attains SOC 2 Type II Compliance
Safeguarding measures demonstrate a commitment to security and privacy
December 20, 2023 Read moreNetLaw Introduces Advisor Payment Feature
Financial advisors now have the option to pay on behalf of their clients
October 2, 2023 Read moreTrucendent and NetLaw Announce Strategic Relationship to Deliver an Integrated Approach to Estate Planning
Their combined technology and processes improve estate planning experiences
June 7, 2023 Read moreDoes Estate Planning Need to Be Complicated?
Unless your client’s estate is worth over $12 million, probably not
April 6, 2023 Read moreNetLaw Simplifies Advisor Experience with New Tutorial and Quick-Add Feature
Refer clients to experienced legal counsel more easily than ever
March 16, 2023 Read moreNew NetLaw Client Tutorial Streamlines Intake Process
Tutorial helps clients prepare for a successful planning meeting
March 6, 2023 Read more