Why NetLaw How It Works FAQ Become an Agent
Estate Planning for Advisors & Agents

Every client needs an estate plan. Be the one who brings it.

NetLaw gives financial professionals a simple way to add estate planning to their practice. Your clients complete a full, state-specific plan online — and you stay at the center of the relationship, from the first conversation to the finished plan.
Become an Agent
Distribution is by personalized invitation link and redemption code — your clients get access through you, and only through you.
Your Client's Voucher

Your code. Your client.
Your relationship.

Every plan started with your redemption code keeps you connected to the client — and to the people they name.

Agent redemption code

XXXX – XXXX – XXXX

Get Your Codes
  • Legally valid in all 50 states
  • Client's spouse included free
  • FREE lifetime edits
  • Earn from your first sale
The Opportunity

The biggest gap in your book of business isn't a product. It's a plan.

Only about one in ten of your clients has a will — but nine in ten know they need one. That’s not a cold market; that’s a client base waiting for someone they trust to make it easy. Estate planning touches every conversation you’re already having: beneficiaries, life insurance, retirement, a new home, a new child.
1 in 10clients has a completed will — but 9 in 10 know they need one
4 stepsfrom your invitation link to executed, securely stored documents
6 rolesnamed in every complete plan — executor, guardian, trustees, and more
Run Your Numbers

What does the estate planning gap look like in your book?

Book of Business Estimator

100 households
~60likely have no estate plan today (based on the 6-in-10 national average)
~360trusted people they'd name in their plans — executors, guardians, and agents you haven't met yet

Directional estimates based on national planning rates and the roles named in a typical complete plan. Your book will vary.

Why Advisors Add NetLaw

Stay in the driver's seat — for once.

Refer a client to a traditional law office and you disappear from the process: weeks of silence, no visibility, and a relationship that now runs through someone else. NetLaw keeps the plan — and the client — connected to you.
Deeper Relationships

Have the conversation no one else is having

Estate planning is the most personal conversation in financial services. When you’re the one who finally makes it easy, you become more than a product provider — you become the professional the whole family turns to.
Full Visibility

You always know where your client stands

Because clients start with your invitation link, you’re never in the dark. You know who’s started, who’s finished, and who needs a nudge — so following up is natural, not awkward.
Built-In Introductions

Every plan introduces you to new people

A complete estate plan names an executor, a guardian, healthcare agents, financial agents, and successor trustees. Those are the client’s most trusted people — and every one of them needs a plan of their own.
Immediate Earnings

Earn from your first sale

No production minimums to reach and no long ramp. Agents earn on every package redeemed through their codes, starting day one. Compensation details are provided when you enroll.
Practice Protection

Uncover what you can't see today

Planning conversations surface everything: old policies, outdated beneficiaries, accounts held elsewhere. You can’t advise on assets you don’t know about — estate planning brings them into view.
Easy Fit

An addition, not a distraction

There’s no software to install and no legal work on your desk. You introduce the plan at the right moment, share your invitation link, and NetLaw’s guided platform does the rest.
How It Works

Three steps for you. Four milestones for them.

01

Enroll and get your codes

Sign up as a NetLaw agent and receive your personalized invitation links and redemption codes to share with clients.
02

Introduce the plan at the right moment

A policy review, a new baby, a home purchase — estate planning fits conversations you’re already having. Send your client your invitation link.
03

Your client completes their plan

They activate their account, choose a package, and answer NetLaw’s SmartGuide Interviews — personalized questions that generate their custom, state-specific documents.
04

They execute and store everything

They download from “My Files,” sign and notarize with state-specific instructions, then upload signed copies to 15 GB of secure cloud storage.
05

You stay at the center

You know the plan exists, you know who’s named in it, and you’re positioned for every review, update, and life change that follows.
06

Meet the people they trust most

Executors, guardians, and agents named in the plan become natural, warm introductions — each one a household that needs planning too.
Your clients get protection. You get the relationship — and everything that grows from it.
The Key People Effect

One plan. Six warm introductions.

Every complete estate plan names the people your client trusts most — first and second choices for each role. These aren’t cold leads. They’re pre-endorsed introductions from the person who trusts you enough to plan their legacy with you. And every one of them has the same 6-in-10 odds of having no plan at all.
  • Executor of the estate
  • Guardian for minor children
  • Healthcare surrogate
  • HIPAA-authorized contact
  • Financial power of attorney
  • Successor trustee
When to Bring It Up

Life events open the door. You just have to walk through it.

Every one of these moments is a reason a client needs a plan — or needs to update one. You’re often the first professional to hear about them.
  • Marriage
  • New baby or grandchild
  • Home purchase
  • New job or promotion
  • Business ownership
  • Divorce
  • Retirement
  • Illness or diagnosis
  • Loss of a loved one
  • A child turning 18
  • Relocation to a new state
  • Policy or beneficiary review
What Your Clients Get

A complete plan — not a fill-in-the-blank form.

Every package is attorney-drafted, legally valid in all 50 states, covers your client and their spouse, and includes 15 GB of secure cloud storage, guided Q&A interviews, ongoing support, and FREE lifetime document edits — with a 7-day money-back guarantee.*

Essentials Package

$400
Last Will & Testament, Financial Power of Attorney, Healthcare Surrogate Designation, Advanced Directive/Living Will, HIPAA Authorization, and execution instructions — spouse included.

Probate Avoidance Package

$600
Everything in Essentials, plus a Revocable Living Trust with funding instructions, Children’s Trust, Pet Trust, and personal property transfer documents — the package most clients choose.

Special Needs Trust Package

$750
A standalone supplemental Irrevocable Special Needs Trust — with summary, execution, administration, and funding instructions — that provides for a special needs loved one without jeopardizing government benefits.
Why NetLaw

Born in a law firm. Proven in the field.

NetLaw began inside one of the nation’s leading estate planning law firms, and its platform earned the American Bar Association’s James Keane Award for Excellence in eLawyering in 2012. Since 2015, agents and financial professionals across the country have used NetLaw to bring real estate planning — not fill-in-the-blank forms — to the families they serve. Every document is attorney-drafted, specific to the client’s state, and formatted the way that state recognizes, with FREE lifetime edits keeping plans current as clients’ lives change.
Become an Agent

Add estate planning to your practice this week.

Enrollment is handled directly by our team. Reach out and we’ll follow up with enrollment details, your codes, and everything you need for your first client conversation.

Request agent enrollment info

We'll reach out within one business day.

  1. Email or call our agent team.
  2. We'll set up your account and issue your codes.
  3. Share your invitation link with your first client.
Email Us to Enroll Call 502-648-6722

Already an agent? Sign in to your portal

Agent Questions, Answered

Frequently asked questions

No. NetLaw is a self-guided platform — your clients complete their own plans through guided interviews with attorney-drafted documents. You provide access and the introduction; the platform provides the documents. You are never practicing law or giving legal advice.

As an enrolled agent, you receive personalized invitation links and redemption codes. Clients use your link or code to create their account and unlock their package — which keeps every plan connected to you.

Agents earn on every package redeemed through their codes, starting with the first sale. Full compensation details are provided during enrollment.

NetLaw’s SmartGuide Interviews, instructional videos, and state-specific execution instructions walk clients through every step, and the support team handles platform and terminology questions. Documents are attorney-drafted; NetLaw does not provide legal advice, and clients are always free to consult their own counsel.

Yes. NetLaw documents are legally valid in all 50 states, generated for each state’s laws and formats, with state-specific signing and notarization instructions included.

$400 for the Essentials Package and $600 for the Probate Avoidance Package (which adds the living trust and related documents), with the spouse’s plan included free. A standalone Special Needs Trust Package is $750. All packages carry a 7-day money-back guarantee, void once documents are downloaded.

NetLaw was built inside an estate planning law firm: documents are attorney-drafted and generated for each state’s laws and recognized formats — not one-size-fits-all templates. Every package also includes the spouse’s plan, secure cloud storage, guided interviews, and free lifetime edits.

NETLAW DOES NOT PROVIDE LEGAL ADVICE OR PARTICIPATE IN ANY LEGAL REPRESENTATION. NetLaw is a self-guided software product and is not a law firm. Agents distribute access to the platform and do not provide legal advice.

*7-day money-back guarantee; refunds are void once documents are downloaded. Pricing, package contents, and agent compensation subject to change. Estimates shown are directional and based on national averages.