About Wealth Enhancement
Founded in 1997, Wealth Enhancement is one of the nation’s largest independent wealth management firms, serving clients through more than 200 offices nationwide and overseeing approximately $164 billion in client assets. Wealth Enhancement provides comprehensive wealth management through a team-based approach that includes financial planning, investment management, tax strategies, trust services, and estate planning. Wealth Enhancement Advisory Services ranked No. 7 in Financial Advisor Magazine 2026 America’s Top RIA’s.
The Challenge: Turning Estate Planning Conversations into Completed Plans
Estate planning is an important part of comprehensive wealth management, but the traditional referral process can create a gap between identifying a client’s need and completing the work. Once a client is referred to an outside attorney, advisors may have limited visibility into what happens next. Clients may delay scheduling, lose momentum, or never complete their documents. The firm needed a process that could work consistently across its advisor network.
Wealth Enhancement needed a solution that could provide:
- Access to trusted attorneys when clients are ready to move forward
- A consistent process across advisors and clients
- Clear communication throughout the planning process
- Predictable pricing at a national scale
- Less follow-up while keeping advisors connected to the client relationship
The Solution: A Consistent, Attorney-Led Estate Planning Experience
Through its partnership with Hargrove, Wealth Enhancement advisors can connect clients directly with licensed estate planning attorneys through a structured process designed to keep plans moving forward.
Rather than sending clients into a traditional referral process and hoping they follow through, advisors have greater visibility while Hargrove manages the legal work, client communication, document completion, and execution process.
For advisors, that means estate planning can become a more integrated part of the client experience without adding another process for them to manage.
One Wealth Enhancement financial advisor described how the process helps address estate planning needs for new clients:
“They’re new clients of mine and don’t have estate planning documents. We can get their estate planning completed in two to three months. Done. At a reasonable price, with experts. And I’ve come to rely on that.”
Another Wealth Enhancement advisor highlighted the combination of fixed pricing and support through execution:
“I don’t think any in-person attorney will come close to $3,000 for a package that includes a revocable trust. And I think the fact that you send the notaries to the house with witnesses — that’s pure turnkey.”
Across Wealth Enhancement, advisors highlighted several aspects of the experience:
- Attorney-led planning: Clients work with attorneys who are accountable for their estate plans.
- Visibility and communication: Advisors can stay informed without having to repeatedly chase clients or outside attorneys for updates.
- Fixed nationwide pricing: Clients receive transparent pricing regardless of location.
The Results: Stronger Client Relationships and Advisor Confidence
The clearest sign the approach works is how widely Wealth Enhancement advisors have put it to use. Since the partnership began, 294 Wealth Enhancement advisors have signed up with Hargrove, and 164 (more than half) have referred at least one client, for a total of 617 referrals as of August 2026.
Of the clients referred, 403 (65%) went on to hold an initial consultation with a Hargrove attorney, and 236 have purchased an estate plan, a 59% close rate among clients who sat for a consultation.
Engagement continues to build. In August 2026 alone, 40 Wealth Enhancement advisors made referrals, 43 clients completed consultations (up 23% from the prior month), and 11 advisors made their first referral to Hargrove.
Results from an internal survey provide a broader look at the impact of integrating Hargrove’s estate planning experience:
- 85% said Hargrove’s attorney-led estate planning was somewhat or significantly better than other estate planning resources they had used.
- 71% said using Hargrove strengthened an existing client relationship.
- 4.31 out of 5 average likelihood of using Hargrove again in the next 12 months.
Advisors turn to Hargrove for both standard and complex planning needs. Of the plans purchased to date, 146 were Advanced Planning Packages, 81 were Essential Planning Packages, and 9 were Private Wealth Counsel engagements.
Advisor feedback reinforces what is driving those results: consistent communication and follow-through from the initial engagement through completed documents.
“I have personally used Hargrove for my estate planning and documents. They’re great communicators and do a terrific job getting the clients to complete and sign their documents.”
Conclusion: A Scalable Approach to Estate Planning
For Wealth Enhancement, the partnership with Hargrove provided more than a traditional estate planning referral option. It gave the firm a consistent, attorney-led approach that provided advisors with greater visibility, communication, and support from the initial estate planning conversation through completed documents.
With more than 600 referrals and over 230 completed plans purchased, Wealth Enhancement’s advisors have demonstrated the impact of this approach at scale: greater advisor confidence, stronger client relationships, and a more consistent estate planning process designed to help clients move from identifying a need to completing their plans.
Disclaimer: The information presented in this case study represents one firm’s experience and does not guarantee similar results for other organizations. Results may vary based on various factors including firm size, advisor adoption, client demographics, and implementation approach.