We're proud to improve #estateplanning experiences for #financialadvisors and their clients through a relationship with @Trucendent. Together, we offer user-friendly tech and efficient provision of legal counsel. We look forward to helping more families secure their legacies!

Erica Ellis, Advanced Planning Attorney with Hargrove Firm LLP, discusses how Irrevocable Life Insurance Trusts (ILITs) can be a powerful tool to pass on wealth tax free in this article. Seamlessly refer your clients to Hargrove Firm via NetLaw--get in touch to get started!

@Trucendent and NetLaw announce a strategic relationship to deliver an integrated approach to estate planning via the @ENVintel Financial Wellness Ecosystem to financial advisors. Read more on the T3 - Technology Tools for Today Tech hub: t3technologyhub.com/trucendent-and…

Are you a #financialadvisor with clients in multiple states? Explore NetLaw, the platform that seamlessly connects your clients with Hargrove Firm LLP, a national #estateplanning law firm.

Only one-third of Americans have an #estateplan, leaving room for potential family conflicts. One way to dodge 'Succession'-like drama is engaging in ongoing #successionplanning. Rose Palazzo reveals more tips to avoid Roy-style chaos in Kiplinger. bit.ly/3Ov79YD

A solid #estateplan and #successionplan can help smooth potential conflicts between your clients’ children and their heirs. Rose Palazzo shares how you can avoid ‘Succession’-like drama in Kiplinger. bit.ly/3DFum43

#financialadvisors know how challenging it can be to assist clients in completing critical #estateplanning. What if you could work with a national firm and ensure a seamless process? Hargrove Firm LLP, powered by NetLaw, offers just that. Visit NetLaw.com/advisor to get started!

Your client retires in a new state. You can serve #financialplanning needs from afar, but what about finding a lawyer to update their estate plan? By referring clients to Hargrove Firm LLP via NetLaw, you can work with a single law firm and always have a seat at the planning table.

We're proud to showcase how NetLaw's technology platform streamlines the #estateplanning process, making it advantageous for everyone involved. Discover how our technology platform transforms the planning process by visiting NetLaw.com/advisor.

“If you’re not able to select a suitable person to serve as trustee, an #estateplanning attorney can recommend a trust structure and even reputable trust companies to serve as trustee,” says Erica Ellis with Hargrove Firm LLP. Read more from Erica Ellis here: lnkd.in/g9F8ygNp

Helping clients take the first step in #estateplanning can be a challenge. The Family & Contacts feature allows #financialadvisors to add clients' key contacts, helping to streamline preparation for a meeting with Hargrove Firm LLP. Want to know more? Email [email protected].