Proof and NetLaw partner to bring online notarization to estate planning

There’s no time to delay estate planning. In addition to the critical importance of essential planning, high-net-worth families and their financial advisors are considering the potential reduction in current estate tax exemption levels which may sunset at the end of 2025 – causing a rush of activity in estate planning firms. Many of these traditional law firms are not equipped to handle scale. NetLaw powers Hargrove Firm’s online estate planning practice, bringing the services of a national law firm with hundreds of lawyers to clients’ fingertips while also providing a convenient online process to help with their planning needs.

In most states, two witnesses are required to execute a will, which causes friction when people finalize estate plans. Signers have to arrange for a friend, neighbor, or family member to come with them to a lawyer’s office to complete their will. However, with Proof’s on-demand witness capability, executing these types of documents is now easy and seamless.

We’re proud to announce our new partnership with NetLaw which will digitize the final pieces of Hargrove Firm’s client workflows. Notarization has historically been done in person and this partnership allows Hargrove Firm’s estate planning clients to complete their documents from home or anywhere in the world.

“Working with Proof has significantly enhanced the estate planning process for our users by reducing procedural friction and streamlining estate plan document execution,” said Alex Hargrove, Chief Executive Officer of NetLaw. “The standout feature is the on-demand witness capability, which allows clients to execute the majority of their documents from the comfort of their own home, making estate planning more efficient and approachable for everyone involved. Clients have told us they particularly appreciate this convenience, effectively eliminating the logistical hurdles of coordinating notaries and witnesses.”

Hargrove Firm clients have seen immediate benefits from signing their estate planning documents with Proof. The average wait time for a client to connect with an online notary on Proof is less than five seconds. By removing the need to find and coordinate with in-person witnesses, Hargrove Firm’s estate planning clients are completing the entire signing process in less than 20 minutes, on average. And clients are universally enjoying their experience on Proof, giving it an impressive 4.95-star customer satisfaction rating across dozens of signing sessions.

About NetLaw

NetLaw is transforming the estate planning experience for financial advisors and their clients with its intelligent, user-friendly online platform. By collaborating with Hargrove Firm, a national estate, tax, and business planning law firm, NetLaw provides an effective and convenient way to protect one's legacy. The platform fosters collaboration between clients, financial advisors, and attorneys, significantly streamlining the planning process.

Hargrove Firm, powered by NetLaw, offers comprehensive estate planning packages that include meetings with legal professionals and a suite of sophisticated documents, all delivered at fixed, transparent fees. NetLaw’s powerful estate planning tool helps financial advisors enhance their practice by providing more comprehensive services to their clients. With the expertise of Hargrove Firm professionals, users can navigate everything from simple wills to advanced tax planning. To learn more, visit https://www.netlaw.com.