QUALITY ESTATE PLANNING, INTELLIGENTLY DELIVERED

Over the years, many of our clients have expressed the need for an efficient and effective set of estate planning services that can be delivered anywhere in the country. Some clients, regardless of net worth, have relatively straightforward estate planning needs and prefer to interact with us virtually. The NetLaw Platform™ allows Hargrove Firm attorneys to deliver the same caliber of services our clients have come to expect, but entirely online.

NetLaw is a technology platform that powers Hargrove Firm’s entire online estate planning process. The system provides real time, collaboration between clients, their financial advisors, and attorneys.

BENEFITS

COLLABORATIVE ONLINE ESTATE PLANNING

SIMPLE TO USE

Complete a guided Q&A process to create key documents.

FAST & EFFICIENT

Web-based technology automates administrative tasks and paperwork.

PUTS YOU IN CONTOL

ATTORNEY ACCESS

Consult one-on-one with an attorney licensed in your state of residence.

WORK AS A GROUP

Receive personalized guidance from your financial advisor and legal team.

COST EFFECTIVE

Fixed fees for services means no surprises on billable hours.

SERVICES

ONLINE ESTATE PLANNING PACKAGE

  • LAST WILL & TESTAMENT
  • LIVING TRUST WITH FAMILY PROTECTION SUBTRUST
  • GENERAL DURABLE POWER OF ATTORNEY
  • ADVANCED CARE DIRECTIVE (LIVING WILL)
  • HEALTHCARE SURROGATE DESIGNATION
  • HIPAA AUTHORIZATION

ADVANCED PLANNING PACKAGE

  • LAST WILL & TESTAMENT
  • LIVING TRUST WITH LIFETIME PROTECTION SUBTRUST
  • GENERAL DURABLE POWER OF ATTORNEY
  • ADVANCED CARE DIRECTIVE (LIVING WILL)
  • HEALTHCARE SURROGATE DESIGNATION
  • HIPAA AUTHORIZATION
  • IRREVOCABLE TRUST
    • SPOUSAL LIFETIME ACCESS TRUST
    • LIFETIME PROTECTION TRUST
    • LIFE INSURANCE TRUST
  • A/B PLANNING FOR LIVING TRUST

AVAILABLE ADD-ONS

  • DEED TRANSFER SERVICE ($300 / $375)
  • ADDITIONAL SERVICES FOR CLIENTS WITH UNIQUE REQUIREMENTS

Pricing

The hands-on service of a top-notch law firm, with the speed and convenience of an online service

ONLINE ESTATE PLANNING PACKAGE

The comprehensive estate plan package includes the counsel of an attorney licensed in your state of residence to prepare the following legal documents:

 

  • Last Will & Testament
  • Living Trust with Lifetime Protection Subtrust
  • General Durable Power of Attorney
  • Advanced Care Directive (Living Will)
  • Healthcare Surrogate Designation
  • HIPAA Authorization

$1,800 INDIVIDUAL
$2,500 MARRIED COUPLE

ADVANCED PLANNING PACKAGE

Clients with more complex situations may require additional planning. The advanced planning package includes the counsel of an additional, tax-focused attorney to guide the process.

 

  • Last Will & Testament
  • Living Trust with Lifetime Protection Subtrust
  • General Durable Power of Attorney
  • Advanced Care Directive (Living Will)
  • Healthcare Surrogate Designation
  • HIPAA Authorization
  • Irrevocable Trust:
    Spousal Lifetime Access Trust
    Lifetime Protection Trust
    Life Insurance Trust
  • A/B Planning for Living Trust

$3,200 INDIVIDUAL
$3,500 MARRIED COUPLE

CLIENT BENEFITS

An estate planning package purchase includes the following benefits and support:

  • Complimentary plan update: One in-scope update is included within one year
  • Document management: Secure processing and fulfillment
  • Document storage: Secure, weatherproof storage for fully executed originals
  • Document access: Copies available through client portal
  • Home storage copy: Bound copies of signed documents for easy access
  • Document retrieval: On-demand document retrieval by you or your executor

ADDITIONAL VALUE INCLUDED WITH ALL ACCOUNTS

ARE YOU A CLIENT INTERESTED IN ESTABLISHING AN ESTATE PLAN THROUGH NETLAW?

We firmly believe that an estate plan is part of a comprehensive financial plan. As such, your financial advisor’s input early on in the process is critical. For this reason, services delivered through NetLaw are only available through an affiliated financial professional. Please contact your financial advisor to get started.

ARE YOU A FINANCIAL ADVISOR INTERESTED IN USING NETLAW IN YOUR PRACTICE?

Take the next step toward serving your clients needs by establishing an account with NetLaw. Your access will always be free, and we would be glad to provide a brief demonstration on how to get started. Visit NetLaw.com to learn more.