Our Family Estate Planning Process

Writing Your Dream Life Story Through Family Estate Planning

At Lexern Law Group, we’ve designed a simple, personal, and meaningful process that goes beyond standard legal documents. We focus on family wealth—not just financial assets, but also the intellectual, spiritual, and human legacies you want to leave behind.

There’s no better time to start than today. We help you build a foundation for your family’s security and preserve your legacy for generations.

A Personal Approach to Protecting What Matters Most At Lexern Law Group, we’ve designed a simple, personal, and meaningful process that goes beyond standard legal documents.

Our Thoughtful Family Estate Planning Process:

1. Initial Consultation & Discovery

We take time to understand your goals, family dynamics, financial picture, and concerns so we can design a plan tailored precisely to your needs.

2. Customized Plan Design

You’ll receive clear explanations of your options — wills, trusts, healthcare directives, and more — so you can confidently choose the right structure for your family.

3. Drafting & Review

We prepare your documents with care and accuracy, then walk you through each part to ensure everything reflects your wishes.

4. Signing & Estate Plan Funding

Once finalized, we guide you through properly signing your documents and, if you have a trust, guidance on ensuring that your assets are titled or designated correctly.

5. Ongoing Support & Updates

Life changes — and your plan should too. We offer ongoing support to update your documents as your family, finances, or wishes evolve.

What’s Included in Your Plan

Depending on your needs, your customized estate plan may include:

Foundational Documents

  • Last Will & Testament

  • Revocable Living Trust (to avoid probate and protect your family)

  • Durable Power of Attorney (financial decisions)

  • Healthcare Power of Attorney

  • Living Will / Advance Directive

Additional Planning Tools

  • Guardianship Nomination for Minor Children

  • Beneficiary Designation Review

  • Digital Asset & Online Account Planning

  • Business Succession Planning (if applicable)

  • Asset Protection Strategies

  • Special Needs Planning

Each document is drafted to fit your unique family structure, goals, and concerns.

Who We Help

We work with individuals and families across all stages of life, including:

  • Young families wanting guardianship and basic protection

  • Couples building wealth together

  • Blended families with complex planning needs

  • Single parents seeking strong protections for children

  • Business owners needing both personal and business succession plans

  • Retirees looking to simplify, update, or protect assets

  • High-net-worth families seeking tax-smart strategies and legacy planning

Whether your situation is simple or complex, we help you create a clear, legally sound plan you can feel confident about.