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.
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