Your firm drafts trusts.
We take the production load off your desk.

LexNavi provides dedicated back-office trust package drafting for U.S. estate planning firms — execution-ready documents, delivered on a monthly retainer, without attorney supervision on the drafting itself.

Estate planning only. WealthCounsel specialist. 7 calendar days turnaround

WHAT WE DRAFT

  • Every engagement is built around the standard Revocable Living Trust plan. A complete package includes all of the following for a single client matter:

    • Revocable Living Trust (individual or joint)

    • Pour-Over Will(s)

    • Durable Power of Attorney

    • Advance Healthcare Directive

    • HIPAA Authorization

    • Trust Funding Instructions

    • Deed Preparation Instructions

    • Asset Titling Recommendations

    • Assignment of Personal Property

    • Personal Property Memorandum

    • Remembrance / Disposition Document

    • Trust Restatements & Amendments

    All drafts are delivered execution-ready in editable .docx format, prepared using your firm's templates and intake materials. Reasonable revisions are included.

Paralegal typing estate planning trust package documents — LexNavi Legal Support

Both tiers cover the same document scope. The difference is monthly volume and per-package cost.

Choose the capacity level that fits your volume

MONTHLY RETAINER TIERS

MOST COMMON

Tier 1: Standard

Monthly capacity: 20 trust packages

Turnaround: 7 calendar days

Minor revisions: Unlimited

QA review: Every deliverable

Designed for: 15–20 matters/month

Tier 2: Expanded

Monthly capacity: 30 trust packages

Turnaround: 7 calendar days

Minor revisions: Unlimited

QA review: Every deliverable

Designed for: 20+ matters/month

Unused matters do not roll over. Overages are quoted separately at flat rates or deferred to the following month by mutual agreement. Stacking an additional tier is available and requires a dedicated second paralegal.

INQUIRE PRICING

Every engagement starts with a written scope agreement before a single draft is touched. No ambiguity, no shifting expectations, no surprises at month end.

Defined upfront. Always in writing.

SCOPE BOUNDARIES


What is included

  • All drafting within your selected tier capacity

  • Unlimited minor revisions (names, dates, percentages, beneficiary updates)

  • QA review on every deliverable before delivery

  • Standard 3–5 business day turnaround

  • WealthCounsel and comparable platform support

  • Editable .docx delivery per your firm's naming convention


Not included

  • Client-facing communications or intake

  • Legal advice, legal analysis, or legal research

  • Litigation drafting, e-filing, or court appearances

  • Notarization, witnessing, or service coordination

  • Filing fees or recording

  • Out-of-scope work without a written adjustment

All terms are documented in the written scope agreement before work begins. Nothing is assumed, nothing is left vague.

How the engagement works

ENGAGEMENT TERMS

  • Engagements begin with a 12-month initial term to allow time for workflow integration and institutional knowledge to build.

  • Automatically renews each year unless either party provides 30 days written notice prior to the renewal date.

  • Either party may terminate after the first 90 days with 30 days written notice. No termination fees.

  • Monthly fees reserve dedicated drafting capacity. Unused matters in a given month do not carry forward to the next.

  • Work beyond monthly capacity is quoted separately at flat rates or deferred to the following month by mutual agreement.

  • Tier changes may be made at renewal or by mutual written agreement if drafting needs materially change.

Ready to get started?

Book a free 30-minute consultation. We will align on your firm's volume, workflow, and templates, and tell you honestly which tier makes sense before you commit to anything.

Book A FREE Consultation