ONLINE ESTATE PLANNING

NetLaw combines the efficiency and control of an automated, streamlined system with the professionalism and experience of the Hargrove Firm’s attorneys.

WHAT IS NETLAW?

Over the years, many of our clients have expressed the need for a simplified, fast, and efficient set of estate planning services that can be delivered in all 50 states. Some clients, regardless of net worth, have relatively straightforward estate planning needs and prefer to interact with us virtually. The NetLaw Platform™ allows us to deliver the same caliber of services our clients have come to expect, but entirely online.

NetLaw is a breakthrough technology platform, developed exclusively by the Hargrove Firm, that automates the entire estate planning legal services process. NetLaw provides real time, online-collaboration between clients, their financial advisors, and attorneys.

THE BENEFITS OF NETLAW

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

Make key decisions about your plan alongside your loved ones at your convenience.

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

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

AVAILABLE ADD-ONS

  • DEED TRANSFER SERVICE
  • QUALIFIED TERMINABLE INTEREST PROTECTION (QTIP) TRUST
  • ADVANCED TAX PLANNING GUIDANCE
  • ADDITIONAL SERVICES FOR CLIENTS WITH UNIQUE REQUIREMENTS

PRICING

ESTATE PLANNING PACKAGE

$1,200 PER INDIVIDUAL
$1,900 WITH SPOUSE

The comprehensive estate plan package includes the following professionally prepared 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

ONGOING BENEFITS

ADDITIONAL VALUE INCLUDED
WITH ALL ACCOUNTS

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

  • Return client pricing: 50% discount to the retail price to update your plan documents when necessary
  • 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

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.