Let's Find Out
If We Are the Right Fit.
We start with a focused 30-minute call. No pitch deck, no pressure. We align on your workflow and drafting standards first, and only move forward when the fit is right on both sides.
hello@lexnavilegal.com
We respond to every inquiry within one business day
Get in Touch
Response time
Within 24 hours or 1 business day
Every inquiry is reviewed personally by our engagement team
Initial term
12 months
Early exit available after 90 days with 30 days’ written notice
Service focus
U.S. estate planning focus
We do not take on engagements outside of estate planning drafting
Prefer a direct call?
Book a free 30-minute consultation
Skip the form. Use our booking page to schedule a call at a time that works for your firm. We will walk through fit, volume, and workflow together.
Send Us a Message
Tell us about your firm and what you are looking for. We will review and respond within one business day.
Every submission is reviewed personally. We respond within one business day.
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No. LexNavi is exclusively focused on U.S. estate planning drafting. This specialization is intentional. It is what allows us to maintain a higher standard of quality than any generalist service can offer.
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Our paralegal team members operate as independent certified professionals, not employees. This means personal accountability, self-direction, and professional ownership on every engagement. They work within defined scope under attorney oversight.
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Overage work is quoted separately at flat rates or deferred to the following month by mutual agreement. Unused capacity does not roll over. We communicate proactively before you hit the limit so there are no surprises.
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Tier adjustments may be made upon renewal or by mutual written agreement if drafting needs materially change. We work with firms to ensure the right capacity fit as volume evolves.
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Standard turnaround is 7 calendar days from receipt of complete intake materials. Rush processing within 2 business days is available at $100 per matter, subject to capacity.
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Either party may terminate after the first 90 days with 30 days written notice. Annual renewal is automatic unless notice is provided. Firms that stay longer consistently see better outcomes.
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Yes. We specialize in WealthCounsel but are open to comparable platforms with firm-provided training. We will discuss platform fit during the initial consultation.
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Every trust package includes the primary trust documents, pour-over wills, durable powers of attorney, advance healthcare directives, HIPAA authorizations, and all standard ancillary documents. All delivered execution-ready in editable .docx format.
Before you reach out
COMMON QUESTIONS
Ready to take the next step?
Book a free 30-minute consultation and we will align on your workflow, answer every question, and tell you honestly if we are the right fit.