Let's Find Out
If We Are the Right Fit.

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.

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.

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.

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.

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.

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.

Yes. We specialize in WealthCounsel but are open to comparable platforms with firm-provided training. We will discuss platform fit during the initial consultation.

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.