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
- Find the refund rule for the main product, and note whether it runs from purchase or completion.
- Find the separate rules for any membership, attorney plan or partner service in your cart.
- Check whether a trial counts toward the window.
- Compare the help centre with the terms of service. If they differ, screenshot both with the date.
- Write the expiry date in your calendar the day you buy.
- 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.
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
This page is general information, not legal advice. Laws differ by state and change; talk to a licensed attorney about your situation.