Once you finish answering the questionnaire, the plan has been approved by the attorney, and you have selected your preferred shipping method, the system will prompt you for payment for the estate plan. See an example of the payment screen below:
When entering the card information, please note that the name field is sensitive to the middle initial on the card, so make sure you have included that.
Once payment is submitted, the estate plan will be eligible to ship after 3 business days. This period of 3 days is given to account for any last-minute changes that may be needed.
Refund Policy:
If for any reason, the client decides they do not want to execute their trust, or change their mind, we do have a 30-day money back guarantee, as long as all documents that were sent out are returned to us.