Manage high-net-worth estates with Estately + Counsel
Expand your estate planning capabilities with access to attorneys in all 50 states—designed for advisors supporting clients with complex needs.
The Estately platform
Access a nationwide network of attorneys
Seamlessly connect your clients to a vetted network of estate planning attorneys across the country through our partnership with Hargrove Firm. Estately + Counsel gives you the flexibility to handle estate plans in any jurisdiction, without needing to build your own legal network.
- Last Will and Attorneys licensed in all 50 states
- Ideal for clients with assets or family across state lines
- Built-in collaboration tools for smooth advisor-attorney communication
Provide white-glove service at scale
Deliver high-touch, attorney-supported estate plans without slowing down your practice. Estately + Counsel enables you to offer personalized, high-quality planning services—while still operating at the pace of a modern advisory firm.
- Estate plans drafted and reviewed by experienced attorneys
- Hands-off process for the advisor—attorneys handle the legal work
- Branded client experience that reflects your firm’s value
- At-home notarization with a licensed notary and witnesses
Meet the needs of high-net-worth clients
Serve your most complex clients with confidence. Whether it’s business succession, multi-generational wealth, or blended family dynamics, Estately + Counsel ensures every scenario is covered with professional legal expertise.
- Support for advanced planning strategies and trusts
- Ideal for clients with multiple properties, international assets, or unique family structures
- Helps retain high-value relationships and secure long-term loyalty
About Hargrove Firm
Hargrove Firm is a national, attorney-led estate planning law firm offering estate planning services in all 50 states. Estately has partnered with Hargrove Firm to ensure advisors can meet the needs of every client through Estately + Counsel.
Benefits of using Estately
Manage clients with complex estates
Easily support estate plans that require custom strategies, including dynasty trusts, charitable giving vehicles, or intricate beneficiary structures—without having to become an expert yourself.
No more wondering about the cost
Provide peace of mind for your clients with flat-rate pricing. Your client can choose from a list of plan levels, so they can get the plan that works for them with the cost established up front.
Monitor client progress in estate planning
Track every step of the estate planning process within the Hargrove Advisor Portal. Stay informed on where your client stands—without chasing paperwork or scheduling attorney meetings.
Ensure clients complete estate plans
Keep clients moving forward with built-in reminders and legal follow-ups. Estately + Counsel makes it easy to ensure estate plans don’t get stalled, so clients can finalize their documents—and you can deliver peace of mind.
