Hargrove Firm

About Hargrove Firm

Hargrove Managed Services Organization ("MSO") helps wealth advisory firms bring attorney-led estate planning into the client relationship through Hargrove Firm. Built from the legal side out, Hargrove combines the Firm’s estate planning legal services with technology designed to give advisors more visibility, fixed-fee clarity, and a scalable process across states. For advisors, Hargrove helps turn estate planning from a referral black box into a more visible, collaborative client experience. For firms, it creates a consistent way to support estate planning conversations across advisors, offices, and client households. Hargrove is built for advisory firms that believe estate planning belongs inside the broader financial planning conversation, but also understand that legal responsibility cannot disappear from the process.