(BUSINESS WIRE) - NetLaw, a technology-enabled estate planning platform for the wealth management industry, and Hargrove Firm, the affiliated law firm powered by NetLaw, announced today that wealth management firms overseeing more than $400 billion in client assets now use their integrated model to provide attorney-led estate planning to clients. Recent partnerships with firms including Carson Group and Merit Financial Advisors helped drive NetLaw and Hargrove Firm past the $400 billion mark.
The milestone reflects accelerating demand from RIAs and other wealth management firms for estate planning solutions that are embedded in the advisory experience, while remaining legally compliant and delivered through a direct attorney-client relationship.
NetLaw and Hargrove Firm also reported strong business momentum in 2025, including a fourfold increase in paid estate planning engagements between January and December, achievement of profitability, and the close of an institutional growth equity round. The company’s enterprise partners now represent more than 2,500 financial advisors.
Unlike do-it-yourself document platforms, NetLaw’s technology enables Hargrove Firm’s estate planning attorneys to work directly with each client in a formal attorney-client relationship, backed by full malpractice coverage, while helping advisors keep estate planning integrated into the broader client conversation.
"As we looked at how to scale estate planning across our advisor base, it was clear we needed a partner that combined real legal expertise with a modern client experience," said John Cote, Chief Growth Officer at Merit Financial Advisors. "NetLaw delivered that, and the early response from our advisors has been strong."
"NetLaw has fundamentally transformed how we deliver estate planning to our clients," said Scott Luhnau, Head of Multi-Generational Wealth Planning at Mariner Wealth Advisors and NetLaw advisory board member.
"What sets NetLaw apart is that it is a real law firm powered by technology, not a technology tool trying to be a law firm," said Dan Stampf, Chief Product Officer at Wealth Enhancement Group and NetLaw advisory board member.
Following its strategic growth investment from Conditor Equity in December 2025, NetLaw has accelerated investments across the business to support continued expansion, including enhancements to the company’s technology platform and key additions to its leadership team. The company recently appointed Tim Fisk as SVP of Partnerships, bringing experience from Bryn Mawr Trust, Envestnet, and Merrill Lynch, and Tanner DeBry as VP of Advisor Success, with prior roles at Addepar and Goldman Sachs.
“What drew me to the company is its combination of a genuine legal practice and the technology infrastructure needed to serve the wealth management industry at scale,” said Ron Cordes, founder of AssetMark and a board member of NetLaw. “The growth trajectory speaks for itself.”
“As more firms recognize the value of giving clients access to licensed legal counsel, estate planning is evolving from an afterthought into a core part of the advisory relationship,” said Alex Hargrove, CEO of NetLaw. “Crossing $400 billion in AUM represented across RIAs and wealth management firms using NetLaw and Hargrove Firm reflects that broader shift, and we believe we are still in the early innings.”
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About NetLaw
NetLaw is a technology platform that powers attorney-led estate planning for wealth advisory firms. NetLaw enables financial advisors to deliver comprehensive estate planning services through Hargrove Firm, a national law firm serving clients across all 50 states. For more information, visit netlaw.com.
About Hargrove Firm
Hargrove Firm is a national estate, tax, and business planning law firm serving clients across all 50 states. Founded more than a decade ago by Jamie Hargrove, an attorney and CPA, Hargrove Firm is powered by NetLaw’s technology platform and serves wealth advisory firms managing over $400 billion in client assets. For more information, visit hargrovefirm.com.
