Refund Policy

At HeirTrack, we strive to provide our clients with the highest quality estate planning services. We understand that sometimes plans change, and we want to ensure that you are fully informed about our refund policy.

Refund Eligibility

Refunds are available for specific services under the following conditions:

  • Requests for refunds must be submitted within 30 days of the initial service purchase.
  • Services must not have been utilized beyond the initial consultation stage.

How to Request a Refund

To initiate a refund, please follow these steps:

  1. Email us at [email protected] with your request.
  2. Provide your order number and a brief explanation of your reason for the refund.
  3. Once we receive your request, we will review it and respond within 5-7 business days.

Processing Time

If your refund request is approved, please allow 7-10 business days for the amount to reflect in your original payment method.

Exceptions

Please note that certain services, such as completed estate planning documents or consultations that have taken place, are not eligible for refunds. We encourage clients to fully evaluate their needs before making a purchase.

Contact Us

If you have any questions regarding our refund policy, please don’t hesitate to reach out:

Thank you for choosing HeirTrack for your estate planning needs. We appreciate your understanding and look forward to serving you.