NetLaw

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

The NetLaw client dashboard now features enhanced milestones, giving advisors real-time visibility into each stage of their clients' estate planning journey: 1?? Initial Consultation 2?? Plan Design Meeting 3?? Wrap-Up Meeting 4?? Execution and Shipment These milestones provide a clear, streamlined view of your clients' progress, helping you stay informed at every phase. Explore the updated milestones in your dashboard today, or reach out to meet with one of our experts for a walkthrough:?calendly.com/alex-netlaw

Thanks to your valuable feedback, we've extended our Hargrove Firm Online intro meetings to 60 minutes. These sessions now provide more in-depth consultations and brainstorming opportunities in addition to an overview of Hargrove Firm and our process, offering a more comprehensive experience for you and your clients. We’re committed to continually improving our services. Your insights help us shape a better experience, and we always appreciate your input. If you have additional suggestions, reach out to?[email protected]?or send us a message here on LinkedIn. NetLaw #EstatePlanning #ClientExperience #HargroveFirm

NetLaw’s improved user interface is designed for intuitive navigation and streamlined collaboration with clients and Hargrove Firm LLP attorneys. Key updates include: ??Shared Vault Access: Seamless and secure document sharing? ??Improved Notifications: Alerts to streamline the planning process ??Task-Oriented UI: Transparency on roles and responsibilities ??Schedule Meetings: Easily set up initial client meetings ??Collaborate on Decisional Questions: Advisors can answer decisional questions on behalf of clients? ??Financial Statement Uploads: Direct uploads by advisors, saving time Explore these enhancements and more. Book a personalized demo to see our upgraded platform in action: https://lnkd.in/gSjQQ6-R #NetLaw #EstatePlanning #HargroveFirm

Hargrove Firm LLP’s Critical Care Planning package includes a Last Will and Testament-based plan with sub-trusts for minor children, powered by NetLaw. This new service is in addition to the existing Essential Planning and Advanced Planning packages, providing comprehensive options for every stage and situation of your client's estate plan. Learn more about how Hargrove Firm, powered by NetLaw, can assist your clients in safeguarding their family's future: www.netlaw.com/family #NetLaw #EstatePlanning #WealthManagement #HargroveFirm #WillPlanning

We recently co-hosted a webinar on estate planning essentials featuring Debbie Makowski, Advanced Planning Attorney at Hargrove Firm LLP. This insightful session covered key strategies for protecting your assets and securing your legacy. Watch the recap and share with those who may benefit from learning about the basics of estate planning: https://lnkd.in/gWdvxhZB #EstatePlanning #TrustBasedPlanning #WealthTransfer #WealthManagement #NetLaw

We're thrilled to announce our new partnership with Proof (formerly Notarize), bringing online notarization to the NetLaw estate planning platform! This collaboration streamlines the process for our clients, allowing them to execute crucial documents from the comfort of their homes. With on-demand witness capability, completing wills and other important documents is now more efficient and accessible. Discover how this partnership enhances convenience in online estate planning. Read more: https://lnkd.in/gJY78ifg #NetLaw #EstatePlanning #OnlineNotarization #WealthManagement

We're excited to partner with Burney Wealth Management for an insightful webinar on estate planning essentials. Join Debbie Makowski, Advanced Planning Attorney with Hargrove Firm LLP, to learn about the fundamentals of estate planning and the benefits of trust-based planning. Register now—we hope to see you there!