Say Hello...
To The Ultimate
Client Engagement Tool

Estate Planning is trending more than ever before! That means your clients could be scrambling to find a quick, easy, and affordable way to protect their families and assets. That's where you step in, ready to recommend exactly what they need when they need it. All made possible by NetLaw Advisor!

See How It Works

Just 3 Easy Steps To Get Started

1

Create an account

Fill out basic information about you and your company to generate a unique-to-you referral code.

2

Invite your clients

Start sending invitations to your clients with your unique code.

3

Engage and Support

Once registered, begin helping your clients evaluate their legacy and other needs from a single source.

It's just as simple for your clients!

Your clients can effortlessly shape their legacy while safely sitting at home:

Sign up to NetLaw Legacy App using your unique referral code
Fill out their family profile
Use a dropdown to make elections quickly
Assemble and execute their documents

Try NetLaw Legacy Experience Yourself!

NetLaw Advisor Rewards

Enjoy the benefits of your free Advisor account:

Turbocharge your clientele with high-quality estate planning resources
Earn a referral fee for each plan sold
Utilize FREE marketing in the NetLaw Legacy application
Build rapport with clients by efficiently identifying and serving their needs

Legacy Client Rewards

Reward your clients with the best:

National lawyer-backed documents
Lightning-fast document generation
Access to a full suite of legacy planning legal documents
Free spouse documents
Optimized for desktop and on-the-go usage

Visit the NetLaw Legacy website to learn more about customer experience.

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Get Started Today At No Cost

The NetLaw Advisor program is totally free for you and your clients!

FAQ for Existing Advisors

What are you waiting for?

The wait is (almost) over

Thank you, see you soon!