How does it work?

Advisor requests an attorney
Advisor works with client to complete Estate Plan Questionnaire
Advisor provides attorney with existing client estate plans, client balance sheet, and notes about the client (optional)
After reviewing submitted info, law firm matches client with an attorney

Client hires attorney
Client and attorney have an introductory meeting; advisor's attendance is optional
Attorney drafts requested documents
Client reviews drafted documents

Attorney prints and binds documents and sends to advisor
Attorney and client have a closing meeting to review steps to finalize and answer remaining questions; advisor's attendance is optional

Frequently Asked Questions

Have other questions? Get in touch with our team at counsel@getestately.com

Advanced Services Law Group specializes in working with clients and their financial advisors. Unlike firms that keep the advisor at arm's length, ASLG understands the need to support clients holistically.

As financial advisors, your clients trust you to manage their financial well-being. ASLG is here to support that trust, offering estate planning services that are seamlessly integrated into your clients' broader financial picture. Unlike traditional law firms, ASLG is more than just estate planners—ASLG is your partner in securing your clients’ futures.

ASLG Understands the Bigger Picture
ASLG was founded by a former General Counsel of a major investment management firm. ASLG understands that estate planning is only one part of a client’s financial plan. ASLG’s team respects the foundational work you've done and aims to strengthen it, not disrupt it. ASLG knows that estate planning only works when it aligns with a client’s financial goals, and we’ll collaborate with you to ensure a cohesive strategy.
Your Partner, Not a Competitor
ASLG’s approach is to enhance, not overshadow, the financial advisor-client relationship. ASLG values the trust your clients have in you and will work as a seamless extension of your team. No second-guessing. No overreach. ASLG prioritizes a respectful partnership to maintain your clients’ trust and confidence in the advice you provide.
No Upselling - Just Honest Guidance
ASLG’s mission is to deliver estate planning solutions that genuinely meet client needs, not to increase fees by recommending unnecessary services. With ASLG, you can trust that your clients receive honest, straightforward recommendations tailored to protect their interests, while keeping your advisor-client relationship intact.
How ASLG Works with Advisors
ASLG is committed to being a reliable resource for you and your clients, committed to providing expert estate planning that seamlessly integrates with your financial strategies. By choosing Advanced Services Law Group, you’re opting for a collaborative, transparent, and client-centered approach.

To learn more, visit their website at advancedserviceslawgroup.com.

Estately + Counsel does not require that the client select ASLG as their estate planning attorneys. You may refer them to other counsel or the client may choose another attorney or firm. The full integration of the estate planning process and documents using Estately + Counsel however, requires that the estate planning attorney or law firm also be a subscriber to the platform.

Introducing Estately + Counsel

How does it work?

Client Intake

Attorney Drafting

Document Finalization

Frequently Asked Questions