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Individual vs. Joint Trusts: A Strategic Guide for Financial Advisors
Understand the key differences between individual and joint trusts to better support your clients
February 12, 2025 Read moreImproved Tools for a Better Estate Planning Experience
Explore the latest enhancements to NetLaw’s Advisor Portal
December 19, 2024 Read moreWebinar Recap: Advanced Estate Planning Strategies for Advisors
Watch the recap on our webinar with Hargrove Firm on advanced estate planning strategies for advisors
November 21, 2024 Read moreEstate Planning Essentials Webinar
Watch a recap on our webinar on the essentials of estate planning with Hargrove Firm’s Debbie Makowski and Burney Wealth Management’s Adam Newman
August 8, 2024 Read moreDiscover the Enhanced NetLaw Client Experience
Read about our enhanced user interface and the launch of our remote online notarization services
July 17, 2024 Read moreNetLaw Attains SOC 2 Type II Compliance
Safeguarding measures demonstrate a commitment to security and privacy
December 20, 2023 Read moreNetLaw Introduces Advisor Payment Feature
Financial advisors now have the option to pay on behalf of their clients
October 2, 2023 Read moreTrucendent 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 moreDoes Estate Planning Need to Be Complicated?
Unless your client’s estate is worth over $12 million, probably not
April 6, 2023 Read moreNetLaw Simplifies Advisor Experience with New Tutorial and Quick-Add Feature
Refer clients to experienced legal counsel more easily than ever
March 16, 2023 Read moreNew NetLaw Client Tutorial Streamlines Intake Process
Tutorial helps clients prepare for a successful planning meeting
March 6, 2023 Read more