Financial advisors told us that they wanted options when it comes to paying for a client’s estate planning engagement. In some cases, they have the client’s credit card information on file and want to remit payment on behalf of the client with their permission. In other cases, a firm may want to cover the cost of a client’s estate planning.
We appreciate those suggestions and are pleased to introduce a new feature developed to address this need — advisors now have the ability to pay for a client’s estate planning engagement with Hargrove Firm through the NetLaw platform.
Advisors who would like to cover the cost of a client’s estate planning are encouraged to follow these steps:
- Log into the NetLaw advisor portal at advisor.netlaw.com.
- Click “Clients” in the left navigation.
- Click on the client’s record, then click “Work with Client.”
- Select “Plans & Billing” at the top of the client’s record.
- Choose a suitable estate planning package for your client.
- Follow the payment steps to finalize the transaction. You will receive a receipt by email.
Clients whose financial advisor remitted payment for their planning with Hargrove Firm will see a record of the purchased plan in the NetLaw client portal.
Give it a try and let us know what you think! Send any feedback and ideas to advisor@netlaw.com.