Frequently Asked Questions
Get the estate planning answers you need from our experts
General
How is Hargrove Firm, powered by NetLaw, different from other online estate planning platforms?
Together, Hargrove Firm and NetLaw offer the only online estate planning services available from a national law firm. Attorneys licensed in the client’s state of residence are actively involved in each client engagement.
Other digital platforms do not include a legal engagement, subjecting clients and advisors alike to undue risk.
What does the initial consultation with Hargrove Firm entail?
Hargrove Firm offers a free initial consultation designed to help you get acquainted with our team and understand our seamless online process. During this meeting, we take the time to listen to your unique circumstances, answer your questions, and begin exploring your estate planning needs. Together, we’ll brainstorm tailored solutions to ensure your assets are protected and your legacy is preserved.
Does Hargrove Firm refer clients to my advisory practice?
As a national practice, Hargrove Firm works with hundreds of advisors and their clients. Our online estate planning business model is based upon financial advisors working alongside their clients and a lawyer to create the client’s estate plan. As a result, it is quite rare that we work with a client who does not already have an established relationship with a wealth manager, meaning we cannot consistently offer referrals.
That said, being able to offer consistent quality, service, and pricing to your clients who need estate planning services — all while being central to the process — has been appealing to the advisors we work with.
Legal Documents and Process
My client has existing documents that just need to be updated. How do you facilitate that?
We understand that sometimes a client comes to an attorney with an expressed need to only update certain elements of their estate plan. The principals of Hargrove Firm believe that any estate plan being updated requires a thorough and proper review, so we recommend the advisor and client schedule a no cost initial consultation to review the situation.
My client only needs a will. Do you offer à la carte pricing?
No. We believe that the vast majority of clients, no matter their life stage or net worth, should have all of the legal documents in Hargrove Firm’s online estate planning package.
How can I participate in the meeting with the client and attorney given the attorney-client privilege?
Your client has the option to waive confidentiality with you, the advisor, when registering in the NetLaw client portal. Once your client grants that permission, you will be able to participate in the meeting.
The attorney assigned to my client is nearby. Can we meet in person instead?
Hargrove Firm’s online estate planning service is designed for entirely online delivery, so we cannot offer in-person meetings at this time.
Getting Started
I lost my invitation link to the NetLaw Advisor portal. How do I retrieve it?
Retrieving your invitation link is simple. Just send an email to support@hargrovefirm.com or call (833) HARGROVE.
Have additional questions?
For more information about NetLaw or the Hargrove Firm, don’t hesitate to reach out. Our team is here to assist you with any inquiries.