U.S. Estate Planning · Dedicated Legal Process Outsourcing
Built by Lawyers.
Run by Process.
LexNavi provides dedicated back-office paralegal drafting support for U.S. estate planning law firms — execution-ready trust packages, flat monthly pricing, and a long-term partnership built on precision and dependability.
Qualified Legal Professionals. Defined Standards. Consistent Delivery.
No Hourly Billing
Philippine-licensed Attorneys
7 calendar days turnaround
Estate planning focus
COO quality oversight
QUALIFIED LEGAL PROFESSIONALS
Philippine-licensed attorneys & law graduates
Law-trained professionals doing drafting work — every matter, every time.
DEFINED STANDARDS
COO-level quality oversight on every deliverable
Every document reviewed before it reaches your desk. No exceptions.
CONSISTENT DELIVERY
The standard behind every draft — not the individual
You're trusting a system built to deliver consistently, month after month.
What makes LexNavi different
One practice area. One service. Done completely.
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Every drafter, every process, every workflow built around one practice area. Your documents get our full depth of focus — not a fraction of it.
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You buy monthly drafting capacity — not someone's time. Flat monthly fees, defined deliverables, zero billing surprises. Predictable cost, predictable output.
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Philippine-licensed attorneys and law graduates who understand why a clause exists, what it means legally, and when something doesn't look right — before you review it.
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Our paralegals operate as independent & highly skilled professionals — personally accountable and self-directed, held to a higher standard than employee staff.
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12-month engagements that build real knowledge of your firm's templates and preferences. Every month together, the output gets tighter and the workflow more seamless.
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Deliverables, turnaround, revisions, and exclusions — documented before the first draft is touched. No ambiguity. No scope creep. No surprises.
Every drafter.
Every matter.
The same standard.
Most outsourced drafting services use document preparers who follow templates mechanically. A law-qualified drafter understands the legal substance behind every draft — the purpose of each clause, the mechanics of each structure, and when something doesn't look right before you see it.
It's a hiring standard we enforce every time, regardless of volume or capacity.
"The process is the product."
⚖ Philippine Bar passers
Active licensed attorneys with professional legal standing. Attorney-level comprehension applied to every trust matter — not just the template surface.
✎ Juris Doctor / LL.B. graduates
Formally law-trained. They understand why a pour-over will exists, how a credit shelter trust works, and what the HIPAA authorization actually authorizes.
◉ U.S. estate planning experience
Prior remote work with U.S. law firms. WealthCounsel fluency. Familiarity with the execution standards that U.S. estate planning attorneys expect.
◈ COO-level quality oversight
Every deliverable is reviewed before it reaches your desk. A documented QA checklist on every matter — structure, provisions, formatting, intake alignment. If it doesn't pass, it doesn't go out.
THE DRAFTING STANDARD
You're trusting a system.
Not an individual.
Clients don't select or approve individual drafters. Assignments are managed internally based on matter type, complexity, and current capacity. What you're trusting is the standard that governs every client, every matter, every month.
Continuity doesn't depend on a single staff member staying on your account. It's built into how LexNavi operates—from hiring requirements to QA reviews to delivery protocols.
Every trust package that leaves LexNavi is handled by a law-trained professional operating within a documented quality system.
Not a generalist. Not a freelancer. Not a workaround. A qualified drafter who understands the laws on estate planning, is trained in WealthCounsel workflows, and is held to a defined standard before working on any client matter independently.
The standard applies whether you send us 20 matters this month or 30.
⚖ Built by lawyers
Law degree or Philippine bar admission — every drafter, every time
Trained in WealthCounsel workflows and full trust package structure before working independently
They understand the legal architecture — not just how to fill in the template fields
Back-office drafting only — no legal advice, no client-facing contact, defined scope from day one
That's not a training outcome. It's a hiring standard.
◎Run by process
Documented workflow from intake through drafting to QA review — every matter
QA checklist covering structure, provisions, formatting, and intake alignment
If it doesn't pass the checklist, it doesn't go out
7 calendar days standard turnaround — execution-ready .docx on delivery
The process is the product.
Real feedback. Real law firms.
WHY LEXNAVI
The behavioral standards we hold ourselves to
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Every draft is execution-ready before it reaches you. We draft clean the first time, because rework costs your firm more than waiting an extra day.
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We flag issues before they become problems. No chasing for updates — if something affects your timeline or scope, you hear from us first.
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We own our work. When something isn't right, we fix it, learn from it, and build in safeguards to prevent recurrence. No deflection, no excuses.
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We follow your firm's templates, preferences, and review steps exactly — a seamless back-office extension that operates without friction
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Discretion with sensitive client information is a professional baseline every team member operates from — not a policy we remind people about.
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We protect our team's capacity to protect your quality. Consistent, dependable output every month — without burnout quietly degrading the work.
Quality isn't just about qualifications. It's about how we work. Every draft, every deadline, every conversation.
Ready to expand your drafting capacity?
A 30-minute call is all it takes to find out if we're the right fit. No pitch deck, no pressure, no obligation on either side.
MISSION & VALUES
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Honesty
We communicate with full transparency — always. If a mistake is made, we say so immediately. If scope is unclear, we ask before we assume. If we're at capacity, we tell you before you find out the hard way. Transparent communication builds the kind of trust that makes a partnership last.
Confidentiality
Absolute discretion with all client information. Honesty and ethical integrity are inseparable — professional non-negotiables, not policies we post on a wall.
Proactive communication
We don't wait to be asked. We update proactively, flag issues early, and surface improvements without prompting.
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Accountability
We own our work and every word of it. When something isn't right, we don't deflect. We fix it, learn from it, and build a safeguard to prevent recurrence. Feedback is welcomed. Growth is a responsibility we take seriously.
Respect
Every perspective valued. Every person treated with dignity, regardless of role or how difficult the feedback being given.
Continuous improvement
We always ask: how can we do this better? Workflows, quality standards, and processes evolve, never stagnate.
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Dependability
Consistency is the foundation of trust. We meet deadlines, maintain quality standards, and deliver what we commit to, every time. Your clients' documents carry your firm's name. We treat every draft with that weight.
Collaboration
A supportive extension of your team, flagging issues and making the workflow smoother for everyone involved.
Professionalism
High standards of conduct, work ethic, and document quality, maintained consistently, not just when it's convenient.
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Efficiency
Clean work, delivered fast. We streamline processes, eliminate unnecessary back-and-forth, and self-direct wherever possible, because your time is too valuable to spend managing us. We deliver maximum value with minimum friction.
Initiative
We identify problems and propose solutions without being asked. Self-starters who reduce your cognitive load, not add to it.
Adaptability
We adjust quickly to different trust structures, priorities, and firm-specific preferences without disrupting your workflow.
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We work smart, not just hard. Sustainable pace means consistent quality, month after month, without burnout quietly degrading your documents. We protect our team's energy to protect your output standard over the long term.
Sustainable pace
We manage capacity honestly, communicating before we're overwhelmed, not after. Consistent quality requires consistent energy.
Long-term mindset
We want to build careers, not burn out talent. The firms we serve best are the ones we've worked with the longest.
How we work, every single day
HOW IT WORKS
From first call to first draft
Onboarding is straightforward. We adapt to your workflow; you don't adapt to ours.
01 Book a consultation
30 minutes. We align on your volume, platform, templates, and review process. No ambiguity, no obligation.
→ Free, no commitment
02 Scope agreement
Tier, deliverables, turnaround, revisions, and exclusions — all in writing before we start. No assumptions.
→ Before the first draft
03 Workflow integration
We onboard to your intake system and templates. No disruption to your existing team or process.
→ Seamless setup
04 Ongoing drafting
Submit matters. Receive execution-ready drafts in 7 calendar days. You review — we handle the volume.
→ Month after month
CLIENT QUALIFICATION
LexNavi works best with firms that value process and precision. We qualify clients as carefully as they qualify us.
We're selective — by design
A great fit
Established estate planning workflow and templates
Uses WealthCounsel or a comparable platform
Clear document requirements and review process
Seeking consistent, long-term drafting support
Values accuracy and process over turnaround speed
Your firm deserves a drafting partner that shows up — every month.
Your firm deserves a drafting partner that shows up — every month.