The partnership between Wealth Advisors and Attorneys was broken. Hargrove Firm set out to fix it.
Estate planning should be straightforward. For most people, it isn’t. It’s slow. It’s difficult to track. Fees arrive after the work is done, and clients are often left wondering whether their documents are complete, whether their advisor is informed, and whether anything is actually moving.
For wealth advisors, working with attorneys is too often little more than a necessary evil, with unpredictable costs, frequent delays, and inadequate communication. And at the end of the day, there are too many questions as to whether law firms would truly stand behind their work.
That’s the problem Hargrove Firm was determined to solve.
We are a licensed law firm—not a software platform, not a document service, not a hybrid that hedges on accountability. A real law firm, with real attorneys, standing behind every plan we produce. What we’ve built is a way to deliver that legal quality with the speed, visibility, and pricing clarity that professionals and clients have always deserved. Fixed fees. Real-time progress tracking. Documents included. Attorneys you can reach. Nationwide.
Hargrove Firm was a pioneer in the application of technology to improve the delivery of legal services, creating the “First Step Planning” online service in 2012 to streamline the estate planning process. First Step Planning became the essential groundwork for the development of the current Hargrove Firm online estate planning application, a technology that automates the entire estate planning legal services process.
With over a decade of real-world use and many subsequent updates to address the needs of both advisors and clients, our platform has become the technology that enables Hargrove Firm to provide the visibility that Wealth Advisors need, the ability to operate in all 50 states, and a fixed price to avoid surprise legal fees.
