What is your refund policy?

30-Day Satisfaction Guarantee

We stand behind everything that we do and we 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 contact us to request a refund within 30 days of your purchase.

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.
• Notary Refund Policy
  If you have received service from our notary partners, 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, we reserve the right to withhold up to 75% of the purchase price from your refund.

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 regarding your request to assist you.