Watch the NetLaw overview video. This powerful 3 minute video reinforces the importance of preparing a comprehensive estate plan.
What is NetLaw?
NetLaw is a revolutionary platform that helps customers quickly and affordably create their estate plans, using expert technology awarded by the American Bar Association for innovation. Founded by one of the nation’s leading estate planning law firms to address this massive market (about two-thirds of adults don’t have updated wills), NetLaw combines state-of-the-art software with attorney know-how to eliminate the hassle and expense of a lawyer.
The result is a comprehensive product that generates the essential, state-specific documents most needed – wills, trusts, powers of attorney, etc. – which can be completed online in about half an hour. These critical documents can then be stored in NetLaw’s secure, cloud-based LifeVault for convenient access or updating when life events occur.
Now, NetLaw agents can provide complete client planning that transforms the way people create their important life documents to meet the needs of an underserved population.
#1 Download the Brand New Step 6 2.0 App*
Download the NetLaw Step6 mobile application and begin registering clients today! A license is not required to refer NetLaw, which makes the Step6 mobile app a powerful tool for building contacts and growing your business.
*Not yet available for all partners.
#2 Training Materials
These training videos will provide you with everything you need to know in order to provide NetLaw and Estate Planning to your clients. Share these videos at your next team meeting!
Getting Started with NetLaw
Everything you need to get started with NetLaw! This overview video explains how to download, register and provide easy online estate planning to your clients!
Basic Associate Training
We dive deeper in this video and explain why estate planning is important for your clients, how you can use NetLaw as a prospecting tool and grow your business!
The Client Experience
You can’t refer what you don’t know. This video walks you though the client experience. Everyone needs an estate plan. After watching this video, you might become your first NetLaw referral!
#4 Marketing Materials
NetLaw Client Guide
NetLaw Client Guide (Spanish)
Client Estate Planning Quiz
NetLaw Client FlipChart
“For years, I’ve been referring clients to attorneys and other service providers to get their estate planning documents done. Due to cost and complexity, most clients never did it. I’m delighted that NetLaw has made it so simple and affordable for everyone to take care of this important financial planning step. We are using NetLaw’s video and marketing material to engage clients and prospects alike helping us close more business and generate new and better leads. I highly recommend that all WFG associates, new and experienced, start using NetLaw to help families and grow their business.”
Manuel de la Vega“I had the pleasure of attending a presentation on the NetLaw Product, giving by Charlsey Baumeier, quite sometime ago. I must say that this product is what the financial industry needs. Its very cost effective, the quality is there and the product sells itself. My team has taken to this product, like fish to water. Thank you Charlsey for your training and support. If you ever have an opportunity to work with NetLaw, specifically Charlsey, you will have a great experience.”
Roger Munoz