DISCOVER OUR ENHANCED ONLINE ESTATE PLANNING EXPERIENCE

July 29, 2024

Hargrove Firm is pleased to announce the launch of significant enhancements to our estate planning platform, powered by NetLaw. Designed with wealth advisors and their client’s needs in mind, these updates aim to streamline the estate planning journey and provide clear, transparent insights into each step of the process. We are committed to making the estate planning experience more predictable and user-friendly, offering clarity from start to finish.

What’s New?

Remote Online Notarization
Hargrove Firm now offers remote online notarization services through NetLaw’s new partnership with Proof—which provides on-demand witness capabilities—allowing clients to securely notarize documents from anywhere. This feature maintains the highest standards of security while adding flexibility to legal processes. 

New Will-Based Critical Care Planning Package
This is an exciting new service offering that includes a Last Will and Testament-based plan with sub-trusts for minor children, all with counsel from our legal team.  

Improved User Interface
NetLaw has redesigned its interface to offer intuitive navigation and transparency, ensuring streamlined collaboration between wealth advisors, clients, and Hargrove Firm attorneys. Wealth Advisors can now manage clients’ estate planning with enhanced clarity and ease.

  • Shared Vault Access: Wealth advisors will have a dedicated vault for each client, making document sharing seamless and secure.
  • New Task-Oriented UI for Clients: The new interface is built around tasks, offering transparency on roles and responsibilities at each step of the estate planning process.
  • Notifications: Advisors now get copied on all client notifications 
  • Schedule Introduction Meetings: Easily set up initial meetings with clients to discuss their estate planning needs and learn about their unique situations. 
  • Collaborate on Decisional Questions: Advisors can answer decisional questions on behalf of their clients and their spouses within the platform, facilitating a collaborative and efficient process.
  • Client Alerts for Legal Questions: A  banner message has been added to inform clients that not every legal question requires an answer, simplifying the process.
  • Advisor Financial Statement Upload: Advisors can now upload financial and net worth information directly on behalf of clients, automatically marking those tasks as complete.

Schedule a Personalized Demo

Experience the upgraded platform firsthand by scheduling a personalized demo with one of NetLaw’s experts. They’re here to guide you through the enhanced features and answer any questions you may have about utilizing Hargrove Firm’s online estate planning services.

Book Your Demo

Estate Planning with Hargrove Firm, powered by NetLaw

Visit our online estate planning page to discover how we can support your family’s planning needs.