Refund Policy

If you are not satisfied with AssetsandTrust within seven (7) days of your initial purchase, contact support and we will issue a full refund, provided that:

• You have not downloaded a final attorney-ready packet.
• Fewer than 30 AI assistant messages have been consumed on your account.
• Your refund request is submitted within the 7-day window from the date of purchase.

Both plans — The Basic Trust ($197) and The Complete Legacy ($497) — are one-time purchases. There is no subscription billing and nothing renews. The upgrade from Basic to Complete ($300) is also a one-time purchase and follows the same guarantee terms from its own purchase date.

Email support@assetsandtrust.com from the email on your account with the subject line "Refund Request." Refunds are processed to the original payment method within 5–10 business days.

Please contact us before initiating a chargeback. We resolve virtually all issues directly. Fraudulent chargebacks may result in permanent loss of platform access.