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Online will refund policies, read closely: when the clock starts, what is excluded, and where they contradict themselves

Online will refund policies differ more than their headlines suggest. The clock may start at purchase (Trust & Will, GoodTrust, Rocket Lawyer) or when your documents are completed (LegalZoom, seven days after). Add-ons often have their own rules: memberships, attorney plans and trials that converted are frequently excluded. And at least one company's terms of service and help centre describe refunds differently. Before buying, find the rule for each part of what you are paying for, and note the date it expires.

By Nora Whitfield, consumer researcher (not an attorney). Published . Based on the providers' published pricing and terms. How we check.

“Money-back guarantee” and “30-day refund” are reassuring words on a checkout page. The policies behind them are more varied: when the clock starts, which parts of a purchase they cover, and whether the company’s own documents agree. This page lines them up.

Every rule here comes from each company’s own terms and help pages, read on the date in the facts tables. The page carries no affiliate links and recommends nothing.

The rules side by side

Service Main product Clock starts Excluded or different
Trust & Will 30 days from purchase (help centre) Purchase Membership: None for an active, paid membership. Attorney add-on: Full refund within 14 days if no appointment was used
LegalZoom Until 7 days after your estate plan is completed Completion Attorney plans: Within 30 days, unless you have had a consultation
Rocket Lawyer Within 30 days of purchase, except where state law allows otherwise Purchase Services already used, unless you have a good reason (its plain-English summary)
GoodTrust 14 days from purchase, free-trial days included Purchase, trial included After a refund: Account drops to the Free plan; the will can no longer be downloaded
LawDepot Yearly subscriptions within 30 days of first purchase; none for a trial that converted, or for a renewal you did not cancel beforehand First purchase Its terms say it has no obligation to refund one-time purchases
Quicken WillMaker & Trust No policy published on willmaker.com — —
FreeWill Nothing to refund — —

Pattern 1: the clock that starts when you finish

Most windows run from the day you pay. LegalZoom’s estate plan window runs to 7 days after your estate plan is completed. That is a meaningful difference: if you finish your will the evening you buy it, your window closes a week later. If you take a month to finish, it closes a month and a week later. Fast, diligent customers get the shortest window.

Pattern 2: one checkout, several refund rules

A single purchase can contain parts with different rules:

  • The plan may be refundable for 30 days.
  • A membership added at checkout may not be refundable at all once paid, as at Trust & Will.
  • An attorney plan may be refundable only if you have not used it, as at LegalZoom and Trust & Will.
  • Partner services such as a notary or deed transfer may reduce what is refunded: Trust & Will’s help centre says part of the price may be withheld if attorney, notary, concierge or deed services were used.

Read the rule for each line on your receipt, not the headline.

Pattern 3: the trial that counts against you

GoodTrust’s refund window is 14 days, and its policy says free trial days are included in that period. A two-week trial followed by a purchase can leave you almost no refund window at all. LawDepot’s terms give no refund for a trial that converted to a paid subscription.

Pattern 4: the company that disagrees with itself

Trust & Will’s help-centre refund policy offers a 30-day satisfaction guarantee and says requests within 30 days are processed automatically. Its terms of service say all purchases are final and refunds are at its discretion, case by case. Both are official Trust & Will documents. We have recorded this in Trust & Will’s facts table below as a discrepancy.

In practice, the help-centre policy is the one customers see and the one Trust & Will describes as its process. If you need a refund, cite it, and keep a dated screenshot.

Pattern 5: the policy that is not published

We could not find a refund policy on willmaker.com, in its pricing FAQ or on its support page; Nolo’s own site blocked automated reading when we checked. That does not mean refunds are refused. It means you should ask before buying and keep the answer in writing.

Pattern 6: a refund can cost you your copy

GoodTrust says that after a refund, Account drops to the Free plan; the will can no longer be downloaded. LawDepot’s terms say documents May be deleted after cancellation; later access may require a fee. Download every document before asking for your money back. Your signed documents, if you have any, remain valid.

A checklist before you pay

  1. Find the refund rule for the main product, and note whether it runs from purchase or completion.
  2. Find the separate rules for any membership, attorney plan or partner service in your cart.
  3. Check whether a trial counts toward the window.
  4. Compare the help centre with the terms of service. If they differ, screenshot both with the date.
  5. Write the expiry date in your calendar the day you buy.
  6. Download everything before requesting a refund.

If you are already past a renewal or trial, our page on unexpected charges quotes each company’s cancellation steps, and our page on auto-renewal patterns explains how they arise.

Trust & Will: what it publishes
ItemPublished valueChecked
Will, one person $199 Will plan.
Will, couple $299 Will plan.
Living trust, one person $499 Trust plan, includes a pour-over will.
Living trust, couple $599 Trust plan.
Ongoing yearly cost $49/year Essentials membership, optional: you can choose "No, thanks" at checkout. Auto-renews if you add it.
Attorney support add-on +$299 Shown on both the will and trust plans.
Attorney-drafted plan (complex needs) From $1,499 For special-needs children, estates of $15M+, businesses with 3+ employees or complex blended families.
Pro membership $299/year Only from account settings after checkout. Adds attorney support, an estate tax report and premium support.
Editing your plan after purchase Needs the Essentials membership The free tier keeps the digital download and Plan Strength score; "edit your plan at any time" is an Essentials benefit.
Refund window 30 days from purchase Help-centre "satisfaction guarantee". Part of the price may be withheld if attorney, notary, concierge or deed services were used.
Membership refunds None for an active, paid membership
Attorney add-on refund Full refund within 14 days if no appointment was used
Upgrading a will plan to a trust $300, the difference between plans
Mobile notary with 2 witnesses (Snapdocs) $170 to $210 $170 will plan, one person; $180 couple; $190 trust, one person; $200 joint trust; $210 separate trusts for a couple. Optional partner service.
Deed transfer into the trust (Bundle) $140 per deed, plus recording fees Optional partner service; deed notarization is +$100. Trust & Will says it earns a referral commission.
State limits All 50 states; no trusts in Louisiana Not available in U.S. territories.
Payment plans Available through Klarna
Disputes Mandatory arbitration and a class-action waiver Stated at the top of the terms of service (section 22).
Your plan data and AI Not used to train external AI models Applies to its own AI features; not to third-party AI agents you connect yourself.
Who owns what you enter You keep ownership of your estate plan content
Legal status Not a law firm; does not give legal advice Stated in the footer of every help-centre page. Attorney services come from independent, state-licensed attorneys under a separate agreement.
Not published before sign-up: Whether the Essentials membership is pre-selected at checkout (the help centre only says you can choose "No, thanks"); Whether the +$299 attorney support on the pricing page is a one-time charge (the refund policy calls it an "individual" purchase; the Pro membership with attorney support is $299 a year).
  • Their own pages disagree: The terms of service say all purchases are final and refunds are discretionary, case by case. The help-centre refund policy promises a 30-day satisfaction guarantee and says refund requests inside 30 days are processed automatically. (page A, page B; noted ).
LegalZoom: what it publishes
ItemPublished valueChecked
Will, one person $129 Basic will: will only, with 30 days of revisions.
Pro will, individual $149 Adds health care and financial documents and 30 days of attorney calls.
Premium will, individual $299 Adds a year of attorney calls and a year of revisions.
Will, couple $229 Basic will.
Pro and Premium will, couple $249 Pro; $399 Premium Same inclusions as the individual tiers.
Living trust, one person $399 Basic trust, includes a pour-over will.
Premium trust, individual $549 Adds a year of attorney calls and a year of revisions.
Living trust, couple $499 Basic trust. Premium trust for a couple is listed separately.
Premium trust, couple $649
Attorney plan renewal (Pro will) $25/month after 30 days Charged automatically to the card on file; cancel online or by phone.
Ongoing yearly cost $199/year attorney plan after year one Premium will and trust only; continues automatically, cancel online or by phone. Basic plans have no renewal on the pricing page.
Refund window 7 days after your estate plan is completed Within 60 days of purchase if the order is not yet completed. Completed means available to download or received in the mail.
Attorney plan refunds Within 30 days, unless you have had a consultation
Personal attorney plan on its own $199/year, or $119 every 6 months Includes attorney review and unlimited revisions of LegalZoom estate planning documents, and family coverage for a spouse and dependent children.
Renewal reminder About a week before billing, "as a courtesy only" The contract says a missed or unsent reminder does not excuse the charge.
How to cancel the attorney plan Online in My Account, or by phone
State limits Says its wills and trusts are accepted in all 50 states
Couple trust One joint living trust with two pour-over wills
Free revisions 30 days on Basic and Pro; 1 year on Premium
Pro will, couple $249
Premium will, couple $399
Deed transfer into the trust $249, plus state filing fees Standard package: title research, deed preparation and filing with the county recorder. Express is $289.
Not published before sign-up: What a revision costs after the free revision period ends, outside the attorney plan.
  • Their own pages disagree: The will page says the Pro will's attorney plan renews at $25/month and is fulfilled through Legal Advantage Plus; the Legal Plan Contract's fee schedule lists Legal Advantage Plus at $14.99 per month. (page A, page B; noted ).
GoodTrust: what it publishes
ItemPublished valueChecked
Estate plan (will, trust and directives) $149 Estate+ plan. Includes a year of unlimited updates. Per the pricing page, family members can each create their own plan at no extra fee.
Updates after the first year $39/year The help article says you are charged this after the first year "to continue making updates". It does not say whether it renews automatically.
Editing and downloading Needs an active subscription The same article says you can cancel at any time and re-subscribe when you want to make changes.
Documents in the plan Revocable living trust, will, financial power of attorney, health care directive, funeral and pet directives, digital vault
Family members Each adult family member can make their own plan at no extra cost Activated with a family plan code from your dashboard.
Couples A joint trust is possible; each spouse needs a separate pour-over will
Refunds 14 days from purchase, free-trial days included Request by support ticket; refunds take 5 to 10 business days.
After a refund or without a subscription Account drops to the Free plan; the will can no longer be downloaded
Legal advice Not a law firm; no legal advice or attorney service The home page says documents are drafted by estate planning attorneys.
Where documents are valid Says valid in all 50 states; documents valid only in the U.S.
Free trial One trial only; cancel from your billing section Trial length and whether a card is needed are not stated.
Not published before sign-up: Whether the $39 yearly update fee renews automatically; How long the free trial lasts and whether it needs a card; Whether Louisiana or any other state is excluded (pages say "valid in all 50 states"); Whether the trust must be notarised (the trust page only says to print and sign with two witnesses); Any deed transfer or trust funding service.
  • Their own pages disagree: The help-centre cost article says the plan includes "up to 4 complimentary accounts for family members"; the pricing and trust pages say it covers unlimited family members. (page A, page B; noted ).
LawDepot: what it publishes
ItemPublished valueChecked
Free trial 7 days, then $49/month Unlimited access to all documents during the trial; cancel any time.
1-year Pro subscription $155.88/year Renews annually.
Estate planning documents, monthly $35/month
Estate planning documents, yearly $107.88/year Renews annually.
Single document $7.50 to $119, one-time Depends on the document.
Free trial billing Card required; billed if the trial is not cancelled before it ends Cancel online from the help centre ('End free trial') or your account.
Refunds Yearly subscriptions within 30 days of first purchase; none for a trial that converted, or for a renewal you did not cancel beforehand The terms also say LawDepot has no obligation to refund one-time purchases.
Using documents made during a free trial Not for new transactions starting one month after your access ends Applies to documents obtained under a free trial, and to documents used in transactions you are not a party to.
Documents after cancelling May be deleted after cancellation; later access may require a fee
What the will covers Executor, beneficiaries, specific gifts, guardian, pet caretaker with funds, an inheritance age for young beneficiaries, self-proving affidavit A Spanish-language will and a codicil are separate documents in the library.
Online notary for wills Idaho, Illinois, Minnesota, North Dakota, Oklahoma, Utah and Washington; in Nevada the will but not the self-proving affidavit
Living trust document Revocable living trust template, notarised where your state requires; online notary not available for trusts in New York or Minnesota Pour-over will, quitclaim deed and warranty deed are separate documents in the library.
Disputes Binding arbitration, no class actions, with a 30-day right to opt out for covered U.S. users LawDepot is a trade name of Sequiter Inc. Terms last modified September 10, 2026.
Not published before sign-up: The one-time price of the will itself (the pricing page gives a range for all single documents); The price of its 'Talk to a Lawyer' connection.

Questions people ask next

Which online will service has the longest refund window?

Among the services we track, Trust & Will's help centre promises the most: 30 days from purchase for its plans. Its terms of service describe refunds more narrowly, and memberships are not refunded once paid.

Does finishing my documents affect my refund?

At LegalZoom, yes: the estate plan refund window closes 7 days after your plan is completed. At services whose window runs from purchase, finishing quickly does not shorten it, but using paid extras such as attorney time or a notary can reduce what is refunded.

Will I lose my documents if I get a refund?

Possibly. GoodTrust says that after a refund your will can no longer be downloaded. Download everything before requesting a refund; your signed documents, if any, remain valid regardless.

What if the terms and the help centre disagree?

Quote the more favourable one when you ask for a refund, and keep a screenshot of the page with its date. Companies usually honour their own published help-centre policy.

Sources

  1. Trust & Will help centre: refund policy
  2. Trust & Will terms of service
  3. LegalZoom last will page
  4. LegalZoom legal plan contract
  5. Rocket Lawyer general terms of service
  6. LawDepot terms
  7. GoodTrust help: refund policy
  8. WillMaker plans, pricing and FAQ

This page is general information, not legal advice. Laws differ by state and change; talk to a licensed attorney about your situation.