You Planned Ahead.
Help Someone You Love
Do the Same.
This July, Lawvex is helping families Plan It Forward with a special estate planning offer for qualified referrals and a complimentary estate update opportunity for current clients.
Choose what works best for you, get started now or speak with our team first.
About the Campaign
What Is Plan It Forward?
Plan It Forward is a July campaign from Lawvex created to help families protect the next generation. If you already have an estate plan, you know the peace of mind that comes with having things handled. Now, this is your opportunity to help a friend, family member, or adult child take that same step.
What Qualified Referrals May Receive
⏰ Offer available through July 31, 2026
✅ Waived plan design deposit $500 value
✅ One-hour plan design meeting with a Lawvex attorney
✅ Free Young Adult Plan for any adult child under age 30 $750 value
To qualify, the referred client must sign an engagement and pay in full by July 31, 2026. Benefits are not guaranteed and are subject to eligibility.
Watch This First
Why Young Adults Need a Plan After Turning 18
Marci works in healthcare and has seen what happens when families cannot access medical information for an adult child during an emergency. Her message is especially important for parents of children ages 18 and older.
Marci's story — a message every parent of an adult child should hear.
Which Describes You?
🌱 New to Lawvex?
Request a Consultation
New to Lawvex?
Request a Consultation
If someone you trust sent you here, it means they care about protecting your family. Estate planning with Lawvex is not just about documents. It is a real conversation with an attorney who helps design a plan around your family, your wishes, and your future.
🏡 Already a Lawvex Client?
Schedule a Complimentary Estate Update Call
If your estate plan is a few years old, this is a good time to review it. Life changes, family circumstances change, and your plan should continue to reflect your current wishes. Current Lawvex clients may request a complimentary estate update call and learn more about the Grow Program, Lawvex's ongoing plan maintenance membership.
Introduce Someone to Lawvex
Know someone who needs an estate plan? Use the form below to introduce them to Lawvex and the Plan It Forward July offer.
(Referring Client)
Referred Person's Phone Number
Referred Person's Email
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