NetLaw
NetLaw is a cloud-based estate planning platform that connects financial advisors and their clients with Hargrove Firm attorneys, enabling attorney-led estate planning delivered across all 50 states for enterprise wealth management firms and individual consumers.
- Company typePrivate
- Founded2012
- HeadquartersLouisville, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingSoftware
What NetLaw does
NetLaw operates a cloud-based estate planning platform that connects financial advisors, their clients, and Hargrove Firm's national estate planning attorneys within a unified digital workflow. Founded in 2012 in Louisville, Kentucky, the company was spun out of the law firm Hargrove Madden and is structurally embedded with Hargrove Firm (co-founded by Jamie and Alex Hargrove, who also lead NetLaw), enabling attorney-led service delivery across all 50 states. The platform is hosted on Microsoft Azure with SOC 2 Type II certification and provides real-time task management, digital execution, remote online notarization (via Proof), trust funding workflows, and enterprise analytics dashboards.
The product surface comprises three integrated modules — NetLaw for Enterprises (referral analytics, brand customization, corporate trustee integration for large RIAs), NetLaw for Advisors (client onboarding, attorney collaboration, document tracking), and NetLaw for Clients (intake, signing, secure messaging) — plus a separate consumer sub-brand, NetLaw Legacy, which has served more than 100,000 individuals. The company holds multiple software patents and maintains three consecutive years of SOC 2 Type II compliance.
NetLaw generates revenue through two streams: (i) professional legal services delivered by Hargrove Firm on a fixed-fee nationwide basis, and (ii) enterprise SaaS licensing of the platform to wealth management firms, with custom-priced annual subscriptions for enterprise integrations. Its go-to-market is enterprise field sales targeting registered investment advisors and large wealth management firms, supported by content marketing, industry conferences, and partner referrals. Notable customers include Mariner Wealth Advisors (800+ advisors, ~$98.6B AUM), UBS, Burney Wealth Management, and Wealth Enhancement Group, collectively supporting over $400 billion in client assets.
NetLaw firmographics
Firmographics- Name
- NetLaw
- Legal name
- Net Law Group, Inc.
- Website
- https://netlaw.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- NetLaw is a cloud-based estate planning platform that connects financial advisors and their clients with Hargrove Firm attorneys, enabling attorney-led estate planning delivered across all 50 states for enterprise wealth management firms and individual consumers.
- Ownership category
- akta.pro rank
NetLaw industry classification
Industry- Product category
- Estate Planning Software
- NAICS
- Trusts, Estates, and Agency Accounts (525920), Trust, Fiduciary, and Custody Activities (523991), Legal Services (5411)
- SIC
- Services-Legal Services (8111)
- akta.pro primary industry
- Estate Planning & Trust Structuring Advisory (FSAEAKAC)
- akta.pro secondary industries
- Trust & Estate Tax Planning & Compliance (FSAEAKAE), Trust Administration & Fiduciary Accounting Services (FSAAANAF)
Keywords
Where NetLaw is headquartered
LocationHeadquarters
- HQ city
- Louisville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
NetLaw business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Professional Legal Services: Hargrove Firm provides estate planning legal services to clients referred through the NetLaw platform. Services include wills, trusts, powers of attorney, healthcare directives, and advanced planning. Fixed-fee pricing nationwide.
- Technology Platform Licensing: NetLaw provides its proprietary estate planning software platform to financial advisors and enterprises, enabling them to integrate estate planning into their services with attorney-led support.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Hargrove Firm Estate Planning Package - Fixed Fee |
| Subscription | Annual | Enterprise Solutions - Custom Pricing |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels6 records
NetLaw product offering
Product offeringCore offering
NetLaw provides a cloud-based estate planning software platform that connects financial advisors, their clients, and estate planning attorneys from Hargrove Firm in a unified digital workflow. The platform enables real-time task management, document collaboration, digital execution with remote notarization, and end-to-end estate plan delivery, including wills, trusts, powers of attorney, healthcare directives, and trust funding support. It serves enterprise wealth management firms, individual RIAs, and—via the separate NetLaw Legacy product—individual consumers nationwide.
Product overview
NetLaw operates a multi-sided estate planning platform architecture comprising two distinct product lines. The primary NetLaw platform (for enterprises, advisors, and clients) is a unified SaaS platform that connects financial advisors and their clients with Hargrove Firm attorneys for attorney-led estate planning services. It consists of three integrated modules: NetLaw for Enterprises (providing referral tracking, analytics, and brand customization for large advisory networks), NetLaw for Advisors (a portal with real-time task management, automated onboarding, digital execution, and attorney collaboration), and NetLaw for Clients (a consumer-facing interface for document signing, notarization, and progress tracking). A separate sub-brand, NetLaw Legacy, serves direct-to-consumer online estate planning for individuals, offering attorney-backed document packages including wills, living trusts, powers of attorney, and healthcare directives. Both product lines are underpinned by Hargrove Firm's national legal services network (attorneys licensed in all 50 states), powered by NetLaw's proprietary technology. Key platform features include the SmartGuide interview tool, remote online notarization via Proof, integrated trust funding workflows, and an advisor payment feature. The platform achieved profitability and reported 4x growth in paid engagements in 2025, supporting RIAs overseeing more than $400 billion in AUM.
Differentiator
Problem solved
Functional benefit
Brands
- NetLaw Legacy: A consumer-facing online estate planning product offering wills, trusts, and related legal documents with attorney support.
Products and services
- NetLaw Platform NetLaw's primary estate planning software platform that connects financial advisors, their clients, and Hargrove Firm's estate planning attorneys in a unified digital workflow. Provides real-time task management, document collaboration, digital execution, remote notarization, and progress tracking across the entire estate planning lifecycle from initial consultation through final document execution and trust funding. Built for enterprise wealth management firms, RIAs, and financial advisors.
- NetLaw Legacy A separate consumer-facing online estate planning product offering attorney-backed legal documents including Last Will & Testament, Revocable Living Trust with Children's Trust, Financial Power of Attorney, Healthcare Surrogate Designation, HIPAA Authorization, Living Will/Advance Directive, and Pet Trust, with unlimited document changes, 15 GB of secure cloud storage, and complimentary spouse document preparation. Targets individual consumers seeking affordable online estate planning without going through a financial advisor.
- Hargrove Firm Estate Planning Services The legal services component delivered through the NetLaw ecosystem. Hargrove Firm is a national estate, tax, and business planning law firm serving clients across all 50 states, powered by NetLaw's technology platform. Provides attorney-led estate planning including wills, trusts, powers of attorney, healthcare directives, and advanced planning strategies such as business exit and succession planning, advanced tax planning, and entity formation and valuations.
Quantifiable outcome
- 4x growth in paid engagements in 2025
- +3 more outcomes
Companies that use NetLaw
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
NetLaw technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
AI capability2 records
Feature5 records
NetLaw partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered strategic, core and supporting.
- TrucendentstrategicStrategic relationship to deliver integrated estate planning approach. Trucendent provides trust and estate planning tools with connectivity to NetLaw's legal services and trust administration capabilities.
- Hargrove FirmcoreExclusive partnership with Hargrove Firm, the only national law firm offering online estate planning services through proprietary technology. Hargrove Firm provides all legal services powered by NetLaw's platform, serving clients in all 50 states.
- Microsoft AzurecoreCloud infrastructure partner hosting all production applications and databases in a secure cloud environment meeting highest standards of data security and access controls, including PCI-DSS compliance.
- KobaltsupportingSecurity monitoring partner providing round-the-clock security monitoring and incident response to maintain safety and integrity of user data.
- ProofsupportingRemote online notarization services provider with on-demand witness capabilities allowing clients to securely notarize documents from anywhere.
- EnvestnetstrategicIntegration with Envestnet's suite of wealth solutions through Trucendent platform, enabling trust services and estate planning connectivity.
Scale indicators7 records
Recent moves6 records
Expansion highlights6 records
NetLaw competitors and assessment
Company assessmentBroad incumbents
- LegalZoom: LegalZoom is a broad incumbent offering online legal services including wills, trusts, business formation, and more. While not advisor-focused, it is the established player in online estate planning for consumers and a potential competitor if it expands advisor partnership offerings.
- Rocket Lawyer: Rocket Lawyer is a broad online legal services incumbent offering wills, business documents, and attorney consultations. Its generalist legal subscription model overlaps NetLaw's estate planning consumer offering, though it lacks NetLaw's specialized advisor integration.
Direct peers
- FreeWill: FreeWill is a direct peer offering online will and estate planning tools, primarily free for consumers and used by financial institutions for charitable giving and estate planning programs. Competes with NetLaw Legacy in the consumer/DIY segment and is increasingly expanding toward financial advisor channels.
- Wealth.com: Wealth.com is a direct competitor that provides an estate planning platform for financial advisors and enterprise wealth management firms. Both companies target the same core problem — scaling attorney-led estate planning across RIA networks — and compete for the same enterprise customers using digital workflow tools.
- Trust & Will: Trust & Will is a direct peer in online estate planning, offering wills, trusts, and related planning documents with attorney oversight. Where NetLaw emphasizes the advisor channel, Trust & Will emphasizes direct-to-consumer acquisition, but the underlying document engine and target consumer overlap significantly.
- Vanilla: Vanilla is a direct peer offering estate planning software designed specifically for financial advisors, with attorney collaboration workflows, document automation, and client-facing portals. Its go-to-market and product architecture closely mirror NetLaw's enterprise and advisor modules.
- Snug: Snug is a direct-to-consumer and advisor-focused estate planning platform that produces wills and trusts online. It competes in the same broad space as NetLaw Legacy and increasingly overlaps with NetLaw's advisor-facing offering.
Others
- Advisor360°: Advisor360° provides technology and operations infrastructure for wealth management firms, integrating advisor workflows and client experience tooling. It is adjacent, enabling wealth management operations rather than competing directly in estate planning, though both serve the same enterprise RIA buyer.
- Covisum: Covisum provides tax planning software aimed at financial advisors, with overlap to NetLaw's advanced tax planning capabilities. While Covisum does not deliver estate planning legal documents, both compete for the same advisor workflow budget and increasingly partner to expand tax planning depth.
- Envestnet: Envestnet is a broad wealth management technology platform and an explicit NetLaw integration partner through Trucendent. It is adjacent rather than competing, providing advisor-facing wealth tech that complements rather than overlaps NetLaw's estate planning focus.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
NetLaw social profiles
Digital presenceNetLaw compliance and trust
Trust signalCompliance2 records
NetLaw financial estimates
Financial estimateRevenue estimate
Valuation estimate
NetLaw leadership team
Management profileNumber of profiles
Profiles13 records
NetLaw funding detail
Funding detailFunding overview
Funding rounds5 records
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
NetLaw M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about NetLaw
What does NetLaw do?
NetLaw provides a cloud-based estate planning software platform that connects financial advisors, their clients, and estate planning attorneys from Hargrove Firm in a unified digital workflow. The platform enables real-time task management, document collaboration, digital execution with remote notarization, and end-to-end estate plan delivery, including wills, trusts, powers of attorney, healthcare directives, and trust funding support. It serves enterprise wealth management firms, individual RIAs, and—via the separate NetLaw Legacy product—individual consumers nationwide.
Is NetLaw a public or private company?
NetLaw is a private company. It is classified as private equity controlled and is currently operating.
When was NetLaw founded?
NetLaw was founded in 2012. It employs 11 to 50 people.
Where is NetLaw based?
NetLaw is headquartered in Louisville, United States, in the North America region.
How does NetLaw make money?
Two revenue lines are on record. Professional Legal Services are the primary driver. The others are technology Platform Licensing.
Who are NetLaw's main competitors?
Broad incumbents on record are LegalZoom and Rocket Lawyer. Direct peers are FreeWill, Wealth.com, Trust & Will, Vanilla and Snug. Others are Advisor360°, Covisum and Envestnet.
Does NetLaw have an API?
No public API is recorded for NetLaw.
What industry is NetLaw in?
NetLaw's product category is Estate Planning Software. Its primary akta.pro industry code is FSAEAKAC, Estate Planning & Trust Structuring Advisory, with a secondary code of FSAEAKAE, Trust & Estate Tax Planning & Compliance. Its NAICS code is 525920 and its SIC code is 8111.