Your Questions About the Estately + Counsel Partnership with Hargrove Firm, Answered
Estately + Counsel isn't new, but the attorney network behind it just got a major upgrade. Here's what advisors should know about our new partnership with Hargrove Firm.
What's changing? Hargrove Firm is now the attorney partner powering Estately + Counsel, our attorney-drafted estate planning offering. The service is the same one advisors already trust, now backed by a larger attorney network and a more engaged process.
Who is it for? Clients with meaningful net worth, blended families, business interests, or planning needs that go beyond a straightforward will and trust.
Who is Hargrove Firm? A tech-enabled estate planning law firm with over 100 attorneys, trusted by wealth advisory firms managing more than $400 billion in client assets, and SOC 2 Type II compliant for data security.
Will I stay involved? Yes, more than before. Hargrove's platform is built to keep advisors informed at every milestone, with direct communication with the legal team throughout the process.
How do I access it? Through a dedicated link in your Estately advisor dashboard. Click Request an Attorney to get started.