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 allows for real-time collaboration between clients, their financial advisors, and attorneys.

Hargrove Firm Works with Top Wealth Advisory Firms

Hargrove Firm, powered by NetLaw, is an integrated provider of estate planning services to wealth advisory firms collectively managing over $250 billion in client assets.

*As of January 2025

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 CONTROL

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 & PRICING

Our comprehensive estate planning solutions combine the expertise of a premier law firm with the convenience of modern online services. Explore the package options below to see what may best fit your needs:

ESSENTIAL ESTATE PLANNING PACKAGE

The Essential Planning Package includes the counsel of an attorney licensed in your state. This package is designed for simple will-based or trust-based plans with straightforward disposition of assets.

 

  • Will or Pour-over Will
  • Probate Avoidance Living Trust
  • Options for outright distribution to beneficiaries or Descendant’s Trust with flexible vesting ages
  • General Durable Power of Attorney
  • Advanced Care Directive (Living Will)
  • Healthcare Surrogate Designation
  • HIPAA Authorization

$2,500

ADVANCED PLANNING PACKAGE

Clients with more complex planning needs, including a desire to asset protect the legacy they leave their kids and/or grandkids, will be interested in the Advanced Planning Package.

 

  • Everything included in Essential Package
  • Counsel from a Tax-focused attorney
  • A-B or Disclaimer Trust Planning
  • Asset Protection Trusts for children/grandchildren to safeguard inheritance from spouses, creditors, and future estate taxes

$3,500

PRIVATE WEALTH COUNSEL

Our comprehensive suite of Private Wealth Planning services were designed to cater to the intricate financial circumstances of families with significant wealth. Services include:

 

  • Foundational estate planning
  • Tax planning
  • Business succession planning
  • Charitable giving planning
  • Family limited partnerships

CUSTOM FIXED FEES BEGIN AT

$5,000

AVAILABLE ADD-ONS

  • Standalone Irrevocable Life Insurance Trust
  • Deed transfer service
  • Additional services for clients with unique requirements

CLIENT BENEFITS

An estate planning package purchase includes the following benefits and support:
secure document fulfillment (including shipping), document execution support, and trust funding advice.

Additional services are available at fixed fees, depending on your unique planning needs.

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.

If you don't currently work with a financial advisor, please submit your information to get started: Online Estate Planning Client Request Form.

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/advisor to learn more.