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.


Refund Requests

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

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


Please allow for up to 5 business days for a response.

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