NetLaw

The Hargrove Firm Advanced Planning Team continues to grow, and we’re excited to support their work in delivering sophisticated estate planning solutions. We’re proud to power an online estate planning practice that enables these talented professionals to serve clients with expertise and care.

NetLaw’s estate planning technology supports top wealth advisory firms collectively managing $250 billion in client assets, streamlining the planning process for advisors and their clients. Discover the estate planning solution trusted by leading advisory firms: https://lnkd.in/gNgNdNvj *As of January 2025 #OnlineEstatePlanning #WealthManagement #FinTech

Navigating trust options with your clients? Our latest blog breaks down individual vs. joint trusts and how our technology makes implementation simple. See how our partnership with Hargrove Firm LLP streamlines the process: https://lnkd.in/g5eRK3Ng #FinancialAdvisors #WealthTech #EstatePlanning

Hargrove Firm will be at Mariner's National Advisor Meeting next week to share insights on their online estate planning solutions, powered by NetLaw's technology.

Hargrove Firm’s new 2025 pricing is now live on the NetLaw platform! Their streamlined estate planning options are powered by our technology, helping advisors, clients, and Hargrove Firm attorneys collaborate with ease. #OnlineEstatePlanning

As we celebrate the holiday season, we reflect on a year of growth, collaboration, and the meaningful relationships that have shaped our journey. To our clients, partners, and team members, thank you for being an essential part of our success. May this season bring joy, peace, and moments of celebration with those you hold dear. Here’s to a bright and prosperous New Year! Warm wishes from all of us at NetLaw. #HappyHolidays #HappyNewYear #NetLaw

We are excited to unveil NetLaw's new advisor portal, designed to streamline your experience working with clients. Here's what you can expect: ?? Enhanced Support for Joint Engagements: Seamlessly work with married couples. ?? Streamlined Interface: Simplified navigation for a smoother experience. ?? Client Task Mirroring: View and manage tasks exactly as your clients see them to stay aligned. ?? Improved Scheduling: Reliable and easy meeting booking. ?? Centralized Resources: Access all the tools and guides you need to assist your clients in one place. At NetLaw, we're committed to continually improving our estate planning platform so that you can better serve your clients. Learn more about the platform’s new features in our most recent blog post: https://lnkd.in/djDKtbyE #NetLaw #HargroveFirm #EstatePlanning #WealthManagement

This Thanksgiving, we extend our heartfelt gratitude to our clients, partners, and team members who make everything we do possible. We’re thankful for the trust you place in us and the opportunity to work alongside you every day. Wishing you and your loved ones a joyous and safe holiday. Happy Thanksgiving from all of us at NetLaw! #HappyThanksgiving

Stay tuned for more webinars from NetLaw and Hargrove Firm LLP!

Join our expert webinar panel as they explore sophisticated estate planning strategies for high-net-worth clients. Learn about advanced tools like SLATs, LLCs, BDITs, and how to prepare your clients for various planning scenarios. CE credit is available, and this webinar is approved for CFP advisors. If you’re not a CFP, you’ll receive the necessary materials to submit for CE credit with your accrediting body. Event Details: ?? Date: Wednesday, November 20th ?? Time: 3PM ET ?? Registration: Zoom at https://lnkd.in/gCh9YkCi Gain valuable insights on how to serve high-net-worth clients and enhance your practice with the latest planning strategies. Feel free to share this with fellow advisors who may benefit from the discussion. We look forward to seeing you there! #EstatePlanning #CEcredit #CFPadvisors #FinancialAdvisorWebinar