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NetLaw Attains SOC 2 Type II Compliance

Safeguarding measures demonstrate a commitment to security and privacy

December 20, 2023 Read more

NetLaw Introduces Advisor Payment Feature

Financial advisors now have the option to pay on behalf of their clients

October 2, 2023 Read more

Trucendent 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 more

Does Estate Planning Need to Be Complicated?

Unless your client’s estate is worth over $12 million, probably not

April 6, 2023 Read more

NetLaw Simplifies Advisor Experience with New Tutorial and Quick-Add Feature

Refer clients to experienced legal counsel more easily than ever

March 16, 2023 Read more

New NetLaw Client Tutorial Streamlines Intake Process

Tutorial helps clients prepare for a successful planning meeting

March 6, 2023 Read more