In March, our team had the privilege of attending Signature Estate & Investment Advisors (SEIA)‘s internal advisor conference, Signature Advisor Summit. SEIA is a nationally recognized, fee-only registered investment advisory firm with offices coast to coast, serving clients across the full spectrum of wealth management, from investment management and financial planning to tax, trust, and estate planning. We’re proud to work alongside partners like SEIA.
Representing Hargrove Firm and NetLaw at the conference were Alex Hargrove, CEO of NetLaw, and Nate Wolfley, Advanced Planning Attorney at Hargrove Firm. Being invited to SEIA’s internal conference speaks to the strength of the relationship we’ve built, and reinforces just how seriously we take the partnerships we invest in.
There is something especially valuable about connecting in person with the advisors you serve, listening to what is top of mind for them, and understanding the unique challenges their practice faces every day. For us, attending our partners’ internal conferences is one of the most important investments we make in the relationships that drive everything we do.
Every advisory firm is different. The advisors at SEIA work with complex, high-net-worth clients across a wide range of financial situations, and understanding the nuances of how they operate helps us show up as a better partner. When we know what a firm values, what friction points exist in their client experience, and what their advisors need most, we can build something that actually works for them.
Estate planning is most powerful when it is woven into the broader fabric of a client’s financial plan. That kind of integration requires trust, shared understanding, and strong working relationships between advisors and attorneys. Conferences like this one are where that foundation deepens.
“There is real value in advisors and attorneys connecting at conferences like Signature Advisor Summit. When we understand how a firm works and what their advisors are hearing from clients, we can practice estate planning in a way that actually supports their process. We are not just here to deliver documents. We are here to be the kind of partner an advisor can call on at any point in the client relationship.“ — Nate Wolfley, Advanced Planning Attorney, Hargrove Firm
One of the most significant highlights of the conference was something that made the trip especially meaningful for our team. SEIA formally announced an alliance with Hargrove Firm and NetLaw to deliver comprehensive, integrated services to their clients across additional parts of their financial lives. As part of this announcement, SEIA also noted that Hargrove Firm and NetLaw are fully integrated into SEIA’s client experience.
Being recognized as a strategic partner by SEIA reflects the work that has gone into building this relationship the right way, and it reflects a shared commitment to delivering something better for clients. True integration means that estate planning is not an afterthought or an outside referral. It is part of what SEIA clients can expect as a natural extension of their advisory relationship.
For Hargrove Firm attorneys and for the advisors we support, this kind of alignment changes the dynamic. It means both sides are working from the same playbook, and that clients experience a seamless, coordinated approach to their planning needs, from their investment portfolio to their estate documents and everything in between.
“What we’re building with SEIA is about more than just delivering estate planning services. It’s about combining purpose-built tools with real attorney expertise to make it easier for advisors to bring estate planning into client conversations confidently and efficiently. When the platform and the partnership are both working the way they should, advisors can deliver more, and clients get a more complete picture of their financial lives.” — Alex Hargrove, CEO, NetLaw
Beyond the formal programming, the conference gave our team invaluable face time with SEIA advisors. We heard how advisors think about introducing estate planning into client conversations, where they feel most confident and where they want more support, and what their clients are most concerned about when it comes to legacy and wealth transfer. Every one of those conversations makes us better at what we do.
The advisors we met with are deeply committed to their clients’ long-term well-being. That is something we share. Our role is to make sure that commitment extends to estate planning, that clients are not leaving a critical piece of their financial picture unaddressed simply because the process felt too complicated or inaccessible. That is exactly where Hargrove Firm and NetLaw are positioned to help.
We left SEIA’s conference grateful for the invitation, energized by the conversations we had, and more aligned than ever on what it means to show up as a true partner to the advisors and clients we serve together. Earning a seat at an internal conference is a reflection of the trust a partner firm places in you. It is the kind of trust we work to earn every day.
As SEIA’s clients continue to navigate complex planning needs across generations, from estate and trust strategies to business succession and multi-generational wealth transfer, Hargrove Firm’s attorney-led model and NetLaw’s purpose-built estate planning technology are here to support every step of that process.
We look forward to continuing to grow alongside SEIA, deepening the integration into their client experience, and being the estate planning partner their advisors can count on.
SEIA advisors: Ready to bring estate planning into your client conversations? Connect with our team to learn how the Hargrove Firm and NetLaw partnership works and how we can support you and your clients. Schedule time with our Advisor Success team.
Are you an advisory firm interested in exploring an estate planning partnership? We would love to start a conversation. Contact our Partnerships team.