Case Studies
Hargrove Firm Powered by NetLaw Impresses UBS Advisor and Clients
The Advisor
Located in California, the NetLaw user is an experienced financial advisor affiliated with UBS who manages a
practice serving high-net-worth clients.
The Problem
Located in California, the NetLaw user is an experienced financial advisor affiliated with UBS who manages a practice serving high-net-worth clients. Despite UBS’s outstanding advisor resources, its financial advisors have historically been responsible for curating a network of professionals to assist with estate planning. This particular advisor had local law firm referral options, but was frustrated by their inconsistent availability and client service levels. He was interested in building a relationship with a reputable national law firm that could serve his clients’ needs in California and beyond. When a family agreed with the advisor’s suggestion to complete their estate planning, they relied on him for legal counsel recommendations.
The facts of this scenario were typical for Hargrove Firm referrals:
The financial advisor sought legal counsel who would provide exceptional client service and integrate him into his clients’ planning process.
The clients are high-net-worth professionals who couldn’t commit to an estate planning process involving a cumbersome intake process and multiple in-person meetings that take time away from work, family, and leisure.
The Solution:
After learning about Hargrove Firm’s online estate planning practice available through the NetLaw platform, the advisor recognized that the firm’s white-glove online service was an ideal solution that checked each of the boxes the advisor and the client were seeking. In a few minutes, the advisor registered a NetLaw Advisor account, invited his clients to the platform, and scheduled a meeting with a Hargrove Firm attorney licensed in the clients’ home state of California. The advisor was invited to participate in the process from start to finish, even helping the clients complete the initial intake process.
Results:
Within weeks of the advisor’s registration, his clients completed the planning process from end to end. They made key planning decisions from the comfort of their home in preparation for meeting with the Hargrove Firm legal team. Legal documents—including last wills & testaments, living trusts, powers of attorney, living wills, healthcare surrogate designations, and HIPAA authorizations—were drafted and executed expediently and stored securely. The clients and the advisor were impressed by the efficiency and control demonstrated by the NetLaw platform, and the high caliber of care and personalized attention from the Hargrove Firm legal team.