What Hargrove Firm LLP does

Hargrove Firm LLP is a national estate, tax, and business planning law firm headquartered in Louisville, Kentucky, operating through a network of five physical offices (Louisville, Lexington, Cincinnati, Carrollton/Dallas, and Pleasanton) and a distributed attorney network of over 150 licensed lawyers covering all 50 states. The firm delivers fixed-fee estate planning, tax planning, and business/exit planning services primarily to high-net-worth individuals and to enterprise wealth management firms — most prominently Mariner Wealth Advisors — whose advisors refer clients into Hargrove's workflow. Underlying the practice is the proprietary NetLaw online estate planning platform (affiliated with co-founder Alex Hargrove), which provides real-time progress tracking, attorney accountability, custom-branded advisor/client portals, SSO integration, shared document vaults, and, since July 2024, remote online notarization through a partnership with Proof.

Hargrove's go-to-market runs on three coordinated motions: a direct-to-consumer self-service portal for individual clients, an advisor partner program where wealth advisors refer clients and track progress without adding to their workload, and an enterprise sales motion targeting large RIA platforms requiring firm-wide implementation, custom branding, and compliance reporting. Pricing is fixed-fee with costs disclosed upfront before engagement, in contrast to the variable hourly billing typical of traditional estate planning counsel. Marketing is conducted through thought leadership in publications such as Wealth Management and Investment News, CLE webinars, industry events (e.g., Wealth Management EDGE, SEIA, Merit Enrich Conference), and published case studies.

The firm was founded by Jamie Hargrove (Attorney/CPA, Founding Partner) after departing the estate and trust practice at a 160-attorney firm, and is led alongside his son Alex Hargrove (CEO of NetLaw). It remains founder-controlled without disclosed venture capital or private equity backing, with a board that includes Ron Cordes (former co-founder/CEO of AssetMark) and Terry Patterson. The reported customer footprint encompasses wealth managers collectively responsible for over $400 billion in client AUM, and the firm states it achieved profitability and 4x growth in paid engagements in 2025.

Name

Hargrove Firm LLP

Legal name

Hargrove Firm LLP

Website

https://hargrovefirm.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Hargrove Firm LLP is a national estate, tax, and business planning law firm using its proprietary NetLaw online platform to deliver fixed-fee, attorney-led estate planning services to high-net-worth individuals and enterprise wealth management firms across all 50 states.

Ownership category

akta.pro rank

Headquarters

HQ city

Louisville

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Legal Services - Professional Services: Hargrove Firm generates revenue through legal service fees for estate planning, tax planning, and business planning services. The firm operates on a fixed fee pricing model where clients know costs upfront before work begins. Fees are quoted based on client needs.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels8 records

Core offering

Hargrove Firm LLP is a national estate planning law firm that provides attorney-led estate, tax, trust, and business planning services delivered through its proprietary NetLaw online platform on a fixed-fee basis. The firm serves both individual high-net-worth clients (B2C) and enterprise wealth management firms (B2B) through separate portal experiences, with a nationwide Of Counsel attorney network supporting service across all 50 states.

Product overview

Hargrove Firm LLP is a national estate, tax, and business planning law firm that operates through an integrated online platform powered by NetLaw technology. The core offering is the Hargrove Firm Online Estate Planning Platform, which combines attorney-led legal services with real-time technology. The platform includes advisor and client portals for tracking estate planning progress, integrated document preparation, and communication tools. Additional services include a Deeds Service for property deed preparation, Remote Online Notarization via Proof partnership, and a Will-Based Critical Care Planning Package. For enterprise clients, custom-branded portal experiences are available. All services are delivered by licensed attorneys across all 50 states with fixed fee pricing.

Differentiator

Problem solved

Functional benefit

Brands

• Hargrove Firm Deeds Service: A separate online service portal for deed ordering and management, accessible at deeds.hargrovefirm.com

Products and services

• Online Estate Planning Platform Attorney-led estate planning delivered through a proprietary online platform with separate Client Portal and Advisor Portal experiences, supported by a 150+ attorney Of Counsel network operating across all 50 states. Serves both individual clients and financial advisor partners.
• Deeds Service Standalone online service portal for deed preparation and related real estate transfer documentation, accessed via a deeds.hargrovefirm.com portal that is distinct from the main estate planning platform.
• Will-Based Critical Care Planning Package Standardized fixed-fee package combining will-based estate planning with critical care planning components, sold as a single bundled offering to individual clients.
• Custom-Branded Enterprise Portal White-labeled, custom-branded portal experience that allows enterprise wealth management firms to deliver Hargrove's estate planning services to their clients under the firm's own brand, with the underlying legal work executed by Hargrove's attorney network.

Quantifiable outcome

• 4x growth in paid engagements in 2025
• +2 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature7 records

Partnerships

Eight partnerships are on record, tiered supporting, core and major.

• SEIAsupportingGTM or Marketing Partner · 16 April 2026Hargrove Firm partners with SEIA to provide integrated estate planning services for high-net-worth clients.
• ProofsupportingTechnology or Integration · 29 July 2024Proof provides on-demand witness capabilities for remote online notarization services through NetLaw's partnership, allowing clients to securely notarize documents from anywhere while maintaining highest security standards.
• Book Law FirmcoreStrategic or Co-development Partner · 1 July 2023Book Law Firm merged with Hargrove Firm effective July 1, 2023. Lorne C. Book joined as partner leading the new Dallas-based office, expanding Hargrove's advanced estate, tax, and business planning services across the Dallas market. Book Law Firm brought expertise in exit planning for clients selling businesses.
• NetLawcoreTechnology or Integration · 7 June 2023NetLaw is a law technology company powering Hargrove Firm's online estate planning platform. Hargrove Firm attorneys nationwide collaborate with NetLaw to offer clients efficient, effective estate planning services. NetLaw CEO Alex Hargrove is also a founding partner of Hargrove Firm. NetLaw provides the technology platform while Hargrove provides the legal services and attorney network.
• TrucendentmajorStrategic or Co-development Partner · 7 June 2023Trucendent and NetLaw announced strategic relationship to deliver integrated estate planning solutions for financial advisors. Through Envestnet's Financial Wellness Ecosystem, Trucendent enables trust services facilitating discussions about securing families' financial futures. The partnership allows advisors to offer estate planning knowledge, access to specialized legal counsel, advisor-friendly corporate trustees, and robust estate visualization.
• Mariner Wealth AdvisorscoreStrategic or Co-development Partner · 1 January 2023Mariner selected Hargrove as their estate planning services partner. Hargrove developed custom-branded advisor and client portal experiences, integrated with Mariner's identity-management system through SSO, and provides dedicated Advanced Estate Planning Attorney support. Within months, hundreds of Mariner advisors routed estate planning work through the platform. Over 42% of Mariner advisors have registered for the platform.
• Generational Wealth AdvisorssupportingStrategic or Co-development PartnerGenerational Wealth Advisors announced strategic relationship with Hargrove Firm to provide tax analysis and estate planning strategies for business owners before a sale.
• Merit Financial GroupsupportingGTM or Marketing PartnerHargrove Firm partners with advisors at Merit Financial's Enrich Conference 2026 to deliver advanced estate planning solutions.

Scale indicators8 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• Rocket Lawyer: Subscription-based online legal services platform offering document generation and attorney access. Comparable in D2C online legal services, particularly wills and basic estate planning, though not focused on HNW advisor partnerships.
• LegalZoom: Large online legal services platform offering wills, trusts, business formation, and a wide range of legal documents. Comparable to Hargrove's direct-to-consumer estate planning offering but with a much broader portfolio and deeper marketing budget.
• Envestnet: Wealth management technology platform that powers RIAs; Trucendent (Hargrove's strategic partner) operates within Envestnet's Financial Wellness Ecosystem. Comparable as the platform through which Hargrove reaches enterprise advisors.
• Thomson Reuters (Practical Law / Wealth): Legal and tax research, document automation, and wealth management technology incumbent serving large law firms and financial institutions. Comparable as a large-scale legal-tech platform with overlap in estate planning content and document automation.

Direct peers

• Trust & Will: Online estate planning platform serving both consumers and financial advisors with attorney-supported wills, trusts, and related documents. Closely comparable D2C and advisor-channel competitor to Hargrove's NetLaw platform.
• FreeWill: Online will and estate planning platform with strong nonprofit and consumer adoption; also partners with financial institutions. Overlaps with Hargrove's D2C estate planning offering and target HNW audience.
• Vanilla: Estate planning software built specifically for financial advisors to offer wills, trusts, and related documents to clients. Competes with Hargrove in the RIA enterprise channel with similar white-label and integration capabilities.
• Wealth.com: Estate planning platform purpose-built for financial advisors and RIAs, offering digital intake, document automation, and advisor dashboards. Most directly comparable competitor in Hargrove's enterprise wealth-management channel.

Emerging players

• Snug: Online estate planning service offering wills, healthcare directives, and trust documents with attorney review. Comparable in consumer estate planning flow but smaller scale than Hargrove's enterprise focus.
• Estateably: Estate planning automation software for law firms and advisors, with document automation and client portals. Adjacent competitor to Hargrove with a more software-centric, white-label orientation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@hargrovefirm
• LinkedInlinkedin.com/company/hargrove-firm-llp

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hargrove Firm LLP