
NetLaw
@netlaw
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The only comprehensive estate planning solution purpose-built for the financial services industry. Lawyers from @HargroveFirm nationwide. Entirely online.
Joined May 2020
Helping clients take the first step in #estateplanning can be a challenge. The Family & Contacts feature allows #financialadvisors to add clients' key contacts, helping to streamline preparation for a meeting with @HargroveFirm. Want to know more? Email advisor@netlaw.com.
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“If you’re not able to select a suitable person to serve as trustee, an #estateplanning attorney can recommend a trust structure and even reputable trust companies to serve as trustee,” says Erica Ellis with @HargroveFirm. Read more from Erica Ellis here:
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We're proud to showcase how NetLaw's technology platform streamlines the #estateplanning process, making it advantageous for everyone involved. Discover how our technology platform transforms the planning process by visiting
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It's no secret that traditional law firms often sideline financial advisors during their clients' estate planning processes. NetLaw is changing that dynamic by putting you at the center of your client’s planning process with @HargroveFirm.
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Your client retires in a new state. You can serve #financialplanning needs from afar, but what about finding a lawyer to update their estate plan? By referring clients to @HargroveFirm via NetLaw, you can work with a single law firm and always have a seat at the planning table.
📣Can we have your attention, please!?📣. Our best states to retire study is out and rounding out the top 10 are…
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#financialadvisors know how challenging it can be to assist clients in completing critical #estateplanning. What if you could work with a national firm and ensure a seamless process? @HargroveFirm, powered by NetLaw, offers just that. Visit to get started!.
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RT @MoneyGuidePro: A solid #estateplan and #successionplan can help smooth potential conflicts between your clients’ children and their hei….
kiplinger.com
Open and honest communication with heirs is key to avoiding drama like in the Roy family and ensuring your estate is handled the way you want after you’re gone.
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RT @ENVintel: Only one-third of Americans have an #estateplan, leaving room for potential family conflicts. One way to dodge 'Succession'-l….
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Here's what sets us apart:.✔ Experienced attorneys.✔ Fixed-fee client pricing.✔ Streamlined scheduling.✔ Convenient online meetings.✔ An advisor-led process. And there’s no cost to advisors! Contact us at advisor@netlaw.com to register and refer a client in a few clicks.
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In a traditional setting, there’s usually a series of phone messages, a few scheduling challenges, and a pile of paperwork. NetLaw offers a better option. We partner with @HargroveFirm , a national estate planning law practice, to simplify the process for advisors and clients.
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Are you a #financialadvisor with clients in multiple states? Explore NetLaw, the platform that seamlessly connects your clients with @HargroveFirm, a national #estateplanning law firm.
More financial advisors are going virtual, serving clients across the country. Research shows that clients are fine with that. #wealthmanagement #financialadvisors #technology #AI.
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RT @t3techhub: @Trucendent and @netlaw announce a strategic relationship to deliver an integrated approach to estate planning via the @ENVi….
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Read the press release about this exciting announcement!.
prnewswire.com
/PRNewswire/ -- Trucendent, a technology firm dedicated to improving estate planning for advisors and their clients, and NetLaw, a law tech company powering...
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"Our relationship with @Trucendent allows us to work together to address the needs of millions of Americans who need to secure their legacies with the guidance of their financial advisors and qualified legal counsel." - @HargroveAlex.
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Erica Ellis, Advanced Planning Attorney with @HargroveFirm, discusses how Irrevocable Life Insurance Trusts (ILITs) can be a powerful tool to pass on wealth tax free in this article. Seamlessly refer your clients to Hargrove Firm via NetLaw--get in touch to get started!.
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We're proud to improve #estateplanning experiences for #financialadvisors and their clients through a relationship with @Trucendent. Together, we offer user-friendly tech and efficient provision of legal counsel. We look forward to helping more families secure their legacies!
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For most families, estate planning doesn't have to be complicated. Get in touch to discover how working with @HargroveFirm and NetLaw can make estate planning more accessible than ever for you and your clients.
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