The Hargrove Platform is where your plan takes shape — and where you can watch it happen, from the first conversation to the final signature.
Estate planning usually happens out of sight. You hand over your information, then wait — unsure what has been done, what is left, or when you will hear back. Hargrove Firm built something different: a place where your plan lives in the open.
We’re not in the software business. Our goal is to get the estate planning process right. The Hargrove Platform operates as a clear window into your own plan. Open it, and you see exactly where things stand — what is finished, what we are working on now, and what comes next. It’s the way you would follow a delivery on its way to your door, except this is the work that protects your family.
The moment your plan moves forward, you see it move. No calls to check in, no wondering whether something slipped through the cracks. Where things stand is right there, in plain language, whenever you want to look.
When it is your turn — a question to answer, a detail to confirm — the platform tells you. Nothing sits forgotten in someone's inbox. Nothing stalls because no one followed up. Your plan keeps moving because everyone is looking at the same thing at the same time.
If a financial advisor referred you, they are looking at the same clear view you are. They can follow your progress without a single phone call, and step in only when it helps. For them, staying informed stops being work.
At Hargrove Firm, technology has always been a means, not an end. In 2012, Jamie Hargrove developed a tool to improve his own firm's estate planning — clearer for clients, more consistent in the work. It worked well enough that the American Bar Association recognized it with the James I. Keane Award for the online delivery of legal services. More than a decade later, that same thinking is built into the Hargrove Platform — and it shapes how every plan gets made today.
The Hargrove Platform is not a technology product. It is the reason working with Hargrove Firm feels the way it does — open, steady, and clear from the first step to the last. Most firms cannot offer that. We built ours so we could.
The Hargrove Platform
The person who manages the family's accounts and receives the invitation to start.
Pick a time with a licensed Hargrove attorney — or let the platform assign one.