30-Day Satisfaction Guarantee

We stand behind everything we do and want you to be completely satisfied with the final product and service you receive from Trust & Will. If you are unsatisfied with our product or service, please get in touch with us within 30 days of your purchase and we will review your request.

If you have utilized services such as attorney support, concierge, notary, or deeds, we reserve the right to withhold a portion of the purchase price to cover the costs associated with providing you exceptional service.

Estate Planning Refund 

If you need a refund for a Trust or Will, please chat or email us at support@trustandwill.com with the following information:

  • Your name
  • Email address
  • Date of purchase
  • Receipt number
  • A detailed reason for requesting your refund request

Attorney Support Refund Policy

If you added Attorney Support to your Trust or Will, signed your attorney-client agreement, and engaged in a consultation, we retain the right to withhold a maximum of 75% of the purchase price from your refund.

Probate Refund 

If you need a refund for a Concierge Probate or Attorney Probate, please reach out to your assigned Probate Success specialist. If you do not have an assigned Probate Success specialist, please contact our Member Support team at probatesupport@trustandwill.com or 1 (866) 908-7878 who will be able to connect you to a team member.

Probate Concierge Refund Policy

If you have received service from our concierge team about Probate, we reserve the right to withhold up to 50% of the purchase price from your refund.

Attorney Support Probate Refund Policy

If you've already discussed probate with your attorney about Probate, $250 will be withheld from your refund.

Notary Refund 

If you have engaged the services of our notary partners and compensated Trust & Will for such service, we reserve the right to withhold up to 75% of the purchase price from your refund.

Deed Service Refund Policy

If you have submitted your information, utilized the services of our deed partner, and made a payment to Trust & Will for this particular service, we reserve the right to withhold up to 75% of the purchase price from your refund.

 

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