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 to request a refund within 30 days of your purchase.

Estate planning refund requests:

Please email us at support@trustandwill.com (Estate planning, Attorney, Notary products) with the following information:

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

Probate refund requests:

Complete this form for your probate refund request.

Once received, please allow 2 weekdays for your request to be reviewed. A member of our Probate team will reach out to you about your request to help you. 

More details:

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.

• Attorney Support Refund Policy
  If you have signed your attorney-client agreement and have consulted with an attorney, we reserve the right to withhold up to 75% of the purchase price from your refund.
• Probate Concierge Refund Policy
  If you have received service from our concierge team, we reserve the right to withhold up to 50% of the purchase price from your refund.
• Probate Self-guided Refund Policy
  If you have received your document packet, we reserve the right to withhold up to 75% of the purchase price from your refund.
• Notary Refund Policy
  If you have received service from our notary partners and made payment to Trust & Will for that specific 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 and received service from our deed partner and made payment to Trust & Will for that specific service, we reserve the right to withhold up to 75% of the purchase price from your refund.