Refund Policy

It is our goal to achieve 100% satisfaction with for every client.  We want you to be completely satisfied that your wishes are respected and legal interests are protected. However, if you decide to cancel your estate plan before we deliver or ship your trust, we will provide you with a complete refund. Simply contact us before the order is delivered or shipped and we will provide a complete refund even if we have completed your trust!

Given the nature of the our services, we are unable to refund purchases after we have delivered or shipped your trust as your trust is uniquely prepared for you. However, we want you to be 100%, so we are happy to make any revisions to the trust you wish for a limited time after we ship your trust. Specifically, we will make unlimited revisions to the trust for a period of one year after we deliver or ship your your trust absolutely free of charge.

Additionally, we are very careful in the preparation of your trust to assure 100% accuracy of your trust documents. However, if any mistakes are found in the trust, we are happy to make any corrections to the trust at any time if possible, free of charge.

If you would like to make changes to your trust, please contact us at