Wealth-tech and estate planning veteran to lead expansion of NetLaw-powered Hargrove Firm estate planning solutions across RIAs
NetLaw, a legal technology platform powering attorney-led estate planning for wealth advisory firms, today announced the appointment of Tim Fisk, JD, as Senior Vice President of Partnerships. In this role, Fisk will lead the firm’s efforts to expand relationships with registered investment advisors (RIAs) nationwide, bringing NetLaw’s technology platform and the Hargrove Firm, its affiliated national estate planning law practice, to advisory firms at scale.
Fisk brings more than 20 years of experience spanning estate planning law, trust services, and wealth management technology in advisor-facing roles. He began his career as an estate planning attorney before moving into business development and consultancy roles, including serving as a Vice President at Envestnet. Most recently, Fisk led Bryn Mawr Trust and WSFS’s Private Bank's Wealth as a Service offering. His background uniquely positions him at the intersection of estate planning, advisor needs, and scalable technology infrastructure.
As SVP of Partnerships, Fisk will help RIAs integrate NetLaw into their enterprise infrastructure, transforming estate planning from an external referral into an institutionalized capability. NetLaw eliminates common bottlenecks, inconsistent legal quality, limited transparency, compliance risk, and administrative drag, by pairing purpose-built technology with dedicated Hargrove Firm attorneys. Advisors gain visibility into case progress, structured workflows, and a repeatable process that scales across hundreds or thousands of client relationships. Fisk will focus on driving adoption across advisory teams, ensuring that estate planning becomes embedded in the firm’s value proposition rather than siloed outside of it.
“Estate planning is essential to comprehensive wealth management, yet it’s often difficult and risky for advisors to execute consistently and at scale,” said Fisk. “NetLaw and the Hargrove Firm have built a model that combines experienced estate planning attorneys with purpose-built technology, enabling RIAs to deliver high-quality, attorney-led planning in an integrated and efficient way. I’m excited to join the team at such a pivotal time and help more advisory firms elevate how they serve clients alongside trusted attorneys with sophisticated estate planning solutions.”
“Tim understands the advisory ecosystem and the needs of sophisticated RIAs,” said Alex Hargrove, CEO of NetLaw. “Today’s clients require more than standardized documents, they require thoughtful estate planning with true legal oversight. Our model combines dedicated estate planning attorneys with purpose-built technology, giving advisors a solution built on depth, accountability, and scale. Tim will play a key role in expanding our partnerships and helping RIAs deliver planning that matches the sophistication of the families they serve.”
NetLaw serves as a digital management services organization, providing the technology and infrastructure that supports the Hargrove Firm’s estate planning services. The Hargrove Firm remains owned and operated by its attorneys and is responsible for delivering legal services, while NetLaw enables advisors and their clients to access those services seamlessly through its platform.
Together, NetLaw and the Hargrove Firm support wealth advisory firms managing over $300 billion in client assets collectively, with a shared mission to modernize estate planning centered on attorney expertise, scalable infrastructure, and technology built specifically for the advisory channel.
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 $300 billion in client assets. For more information, visit hargrovefirm.com.
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Trevor Davis
Gregory Agency for NetLaw
trevor@gregoryagency.com
215-475-5931
