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Wealth Management EDGE 2026

Online Attorney-Led Estate Planning for Advisors and Their Clients

Give advisors a modern estate planning path that keeps attorneys at the center, gives clients a more structured experience, and helps firms scale beyond one-off referrals.
Advisor Referral Process

What Happens Next

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Step 01

Request a walkthrough

Use the form to tell us whether you’re attending EDGE, exploring a referral, or looking at a firm-level partnership.
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step 02

Talk through the advisor path

The Hargrove team will walk through how advisors can introduce estate planning needs and where Hargrove attorneys take over.
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step 03

Continue the conversation

After the walkthrough, Hargrove can help determine whether the next step is EDGE follow-up, advisor referral support, or a broader firm-level discussion.
Event details
Wealth Management EDGE 2026
Dates
June 9 to 11, 2026
booth
K-72
Meet
Connect with the Hargrove team onsite.
Session

Leveraging Tech in Estate Planning

Date
Tuesday, June 9, 2026, 2:20 to 3:00 PM ET
Location
Addison Ballroom West
UHNW Forum
Speakers
Alex Hargrove, CEO, NetLaw & Ed Swenson, President, RFG
Description
Alex Hargrove and Ed Swenson will join moderator Davis Janowski of Wealth Management for a discussion on how technology is shaping estate planning for high-net-worth clients, families, and advisory firms.

Frequently Asked Questions

Do advisors provide legal advice through this process?
No. Advisors can identify planning needs and start the conversation. Hargrove attorneys handle the legal work.
Who will follow up after I submit the form?
A member of the Hargrove team will review your selection and route the request based on whether you’re attending EDGE, exploring a referral, or looking at a firm-level conversation.
Is this software or a law firm?
This is an attorney-led law firm process supported by technology. Hargrove Firm is the legal-service provider.

Ready to Talk Through the Advisor Path?

Whether you’re attending EDGE or exploring how Hargrove supports advisor referrals, we can walk you through the next step.
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