Estate planning is one of the stickiest parts of the advice relationship. In Datos Insights' 2026 HNW Consumer Survey, 58% of high-net-worth investors say they already use estate planning services from their primary firm, yet only 30% are comfortable getting complex planning recommendations digitally without first talking to their advisor. In this case study, Mariner and Hargrove MSO discuss how building attorney-led estate planning directly into the advisor workflow helps firms get to know the whole family, engage heirs early, and keep assets in place as wealth moves between generations, without adding friction for advisors or clients.