NetLaw
NetLaw is an estate planning software platform that facilitates the creation and management of estate plans by enabling collaboration between financial advisors and attorneys. It incorporates features such as automated administrative tasks, secure attorney-led planning, and real-time progress tracking to improve the efficiency of the estate planning process.
- Industry: Trust & Estates Automation
- Location: Louisville, Kentucky, United States
- Founded: 2012-01-01
- Total funding: 13000000
- Website: https://netlaw.com
Product & Features
- NetLaw provides centralized oversight for estate planning referrals, enhancing transparency and accountability within enterprises.
- The platform offers robust analytics and reporting to track advisor activity, client engagement, and plan outcomes.
- Seamless integration with existing enterprise systems reduces manual tasks and streamlines the referral process.
- Customizable branding options maintain the enterprise's identity throughout the user experience.
- NetLaw supports easy inclusion of corporate trustees in estate plans, ensuring compliance with fiduciary responsibilities.
- Tailored onboarding and expert support facilitate smooth adoption and ongoing success for enterprises.
- The platform connects enterprises with licensed legal experts, ensuring consistent service quality nationwide.
Notable Customers
- Hargrove Firm
- Envestnet
- Bryn Mawr Trust
- WSFS Private Bank Wealth
- Business Wire
- Pronto
Founders & Team
- Alex Hargrove — CEO
Similar Companies
Frequently Asked Questions
What is NetLaw?
NetLaw is an estate planning software platform that facilitates the creation and management of estate plans by enabling collaboration between financial advisors and attorneys. It incorporates features such as automated administrative tasks, secure attorney-led planning, and real-time progress…
What does NetLaw do?
NetLaw provides centralized oversight for estate planning referrals, enhancing transparency and accountability within enterprises. The platform offers robust analytics and reporting to track advisor activity, client engagement, and plan outcomes. Seamless integration with existing enterprise systems reduces manual tasks and streamlines the referral process.
Who are NetLaw's customers?
NetLaw's customers include Hargrove Firm, Envestnet, Bryn Mawr Trust, WSFS Private Bank Wealth, Business Wire, Pronto.
Who founded NetLaw?
NetLaw was founded by Alex Hargrove.
What category does NetLaw fall under?
NetLaw is a legal technology company in the Trust & Estates Automation category.
Where is NetLaw based?
NetLaw is based in Louisville, Kentucky, United States.