Hargrove Firm
Professional Legal Counsel, Delivered with Purpose
Hargrove Firm is the exclusive legal services provider behind NetLaw’s intelligent estate planning platform. As the only national law firm to offer online estate planning services through proprietary technology, the firm helps financial advisors and their clients access experienced legal counsel securely and efficiently across all 50 states.
Led by Jamie Hargrove, Hargrove Firm combines deep estate planning expertise with a passion for improving clients’ lives and legacies. They work hand in hand with top financial advisors and wealth management firms, providing flexible, scalable legal support without sacrificing quality or personal connection.
How Advisors and Clients Collaborate with Hargrove Firm Using NetLaw
Here’s how it works:
Initial Consultation
Advisors and clients join Hargrove Firm attorneys to discuss estate planning goals and begin exploring the client’s unique needs, setting a clear foundation for the process. Advisors also help their clients upload personal, family, and financial profiles along with existing estate planning documents to the NetLaw platform.
Plan Design Meeting
With input from both advisor and client, key planning decisions are made collaboratively, allowing attorneys to draft tailored documents that reflect the client’s objectives.
Wrap-Up Meeting
Advisors schedule wrap-up meetings through the NetLaw portal to review draft documents, clarify any questions, and finalize details regarding trust funding and document execution.
Execution and Shipment
NetLaw facilitates remote notarization and digital signing for convenience, with advisors and clients coordinating the completion of documents. Hargrove Firm ships the finalized estate plan, keeping all parties updated via the platform.
Meet the Lead Attorneys at Hargrove Firm
Elevate Your Practice: Join Hargrove as an Of Counsel Attorney
Hargrove Firm welcomes experienced estate planning attorneys to provide exceptional legal services. Of Counsel attorneys in the Hargrove network collaborate with financial advisors and gain access to NetLaw’s digital platform to simplify estate planning.
Here are the benefits of joining Hargrove Firm as an Of Counsel attorney:
- Access to the NetLaw platform and client referrals nationwide
- Flexibility to handle cases aligned with your expertise
- Collaboration with an experienced legal and advisory team
- Comprehensive support and integrated digital tools
Trusted by Top Advisory Firms
Hargrove Firm partners with wealth advisory firms managing over $250 billion in client assets to help turn lifetimes of work into lasting legacies.
Learn More About Hargrove Firm
Explore Hargrove Firm’s website for details about pricing, legal services, and more.