MEMBERSHIP PROGRAM
Keep Your Estate Plan Working as
Your Life Changes
Introducing the Lawvex Grow Membership Program — ongoing support, organization,
and guidance so your plan stays aligned and your family is prepared.
Choose what works best for you — get started now or speak with our team first.
Choose the level of support that works for you
👉 This helps people choose faster:
grow essentials -> stay organized
grow protect -> protect your wishes
grow premium -> keep everything up to date
Grow Essentials
$49/Month
OR
$559/YEAR (SAVE 5%)
Best For
Organization, access, and peace of mind. Low-cost access to legal guidance while keeping everything available when your family needs it most
Secure storage of original documents
Client portal and mobile access
Priority Scheduling Included
15-minute call for questions
"Attorney 911" call within 24 hours
Easy access for decision-makers
Grow Protect
$99/Month
OR
$1069/YEAR (SAVE 10%)
Best For
Ongoing legal oversight to ensure your wishes are carried out and your estate plan stays current. For clients who want full support, legacy protection, and ongoing updates.
Appointment of Lawvex as your Trust Protector
Full Trust Protector authority and legal oversight
Complimentary 30-minute annual attorney review
Annual verification of trustee, agent, and fiduciary contact info
Live review of life, family, financial, or asset changes
Direct guidance and support for your successor trustee
Ongoing relationship with the attorneys who know your plan best
Grow Premium
$199/Month
OR
$2149/YEAR (SAVE 10%)
Best For
Ongoing legal support and keeping everything updated. For clients who want full support and ongoing updates.
Includes Everything in Essentials
Semi-annual review meetings (30 min)
Semi-annual coordination with CPA, financial advisor, etc.
Asset spreadsheet review and maintenance
Trust certification preparation
Beneficiary Review (Up to 2 per year)
Quarterly workshops + guest access
FLEXIBLE ANNUAL SERVICES ( CHOOSE 1)
Option 1:
Estate plan update or amendment (expenses not included)
Option 2:
POA & Healthcare Directives for children (up to 2/year) + Deed preparation (2/year, expenses not included)
Most Estate Plans Don’t Fail
— They Become Outdated
You took the time to create your estate plan — but life doesn’t stand still. Even the best
estate plan only works if it’s maintained and properly aligned over time.
Assets Change
Accounts are opened or closed, real estate is bought or sold.
Families Evolve
New members join, roles change, and dynamics shift
Businesses Grow
New ventures are started or existing ones are expanded.
What Happens If Your Plan Isn’t Maintained?
We want your estate plan to benefit you and your family when it matters most — which is why keeping everything aligned over time is so important.
Court Filings & Delays
Situations like a Heggstad petition add time, stress, and additional legal fees.
Probate Risks
Probate is a public process and can cost 3–5% of the total estate in fees and expenses.
Keep your estate plan organized and accessible
Ensure your assets stay aligned over time
Provide ongoing support as your life changes
Make things easier for your family when they need it most
This gives you a law firm for life — not just documents.
STILL NOT SURE?
Frequently Asked Questions
Do I have to join the Grow Membership?
No — joining is completely optional. Most clients choose to stay connected so their plan
stays organized and their family knows what to do
What happens to my documents?
If you join, we securely store and manage your documents. If not, we return them to you for safekeeping.
Can I cancel anytime?
Yes — you can cancel at any time.
Do I still own my estate plan?
Yes — your estate plan always belongs to you.
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