June 19, 2026
This past week, Hargrove joined advisors, fintech innovators, and wealth management leaders at Wealth Management EDGE 2026 in Boca Raton, Florida, as a Bronze Sponsor for the second consecutive year. The event provided an opportunity to discuss one of the most important questions facing advisory firms today: how do you scale estate planning while maintaining the legal oversight, transparency, and client experience that advisors expect?
Representing our team were Alex Hargrove, CEO of NetLaw; Tim Fisk, SVP of Partnerships; Mo Zuubi, Director of Client Success; and Andrea Cho, Director of Marketing.
Throughout the conference, the team met with advisors and firms from across the industry to discuss the evolving role of estate planning, the impact of technology on planning services, and the challenges advisors face in maintaining visibility throughout the referral process and delivering a consistent client experience.
The conference created an opportunity to demonstrate how Hargrove’s attorney-led, technology-enabled approach sets us apart. By combining modern technology with licensed legal guidance, the model is designed to improve efficiency, provide greater transparency throughout the planning process, offer fixed-cost pricing, and support clients nationwide without sacrificing legal quality or accountability.
“Every conversation we had at EDGE confirmed what we already know: advisors want to offer estate planning as part of a complete client experience, but the old model makes that incredibly hard and has no accountability. That’s exactly the gap we exist to close.” — Tim Fisk, SVP of Partnerships
Balancing Innovation and Expertise: The Evolution of Estate Planning Technology in Wealth Advisory
One of the highlights of our time at EDGE was Alex Hargrove’s participation in a panel discussion, ”Leveraging Tech in Estate Planning.”The session explored how technology is transforming estate planning services, where AI and automation are creating new efficiencies, and why professional expertise remains essential as these tools continue to evolve.
Throughout the session, Alex discussed that technology is making estate planning more accessible for both advisors and clients. AI can help organize and simplify information that would otherwise be buried in pages of legal language, reducing much of the friction that has traditionally slowed the planning process.
However, Alex emphasized that technology cannot replace accountability. While technology can support the process, clients still need a licensed professional to evaluate their circumstances, provide guidance, and stand behind the advice being delivered.
“AI can make estate planning more accessible and efficient, but it doesn’t replace accountability. Clients still need a licensed professional who can evaluate their situation, apply judgment, and stand behind the advice. Technology supports that process—it can never replace it.” — Alex Hargrove, CEO, NetLaw
Let’s Keep the Conversation Going
Wealth Management EDGE reinforced the growing importance of estate planning as part of a comprehensive financial planning strategy. Across advisor conversations and industry panels, one message remained consistent: technology can make estate planning more efficient, transparent, and accessible, but accountability still belongs with the professional delivering the advice. The strongest solutions combine modern technology with attorney-led guidance, ensuring clients benefit from both innovation and qualified legal expertise.
It was great connecting with advisors and industry professionals at Wealth Management EDGE and having conversations about the growing importance of estate planning in the wealth management process.
If you were at EDGE and didn’t get a chance to connect with the team, we’d love to connect with you. Schedule a personalized demo to learn more about Hargrove’s estate planning solutions.