Full Refund Before Onboarding Begins
eStatePlan™ clients are eligible for a full refund if their written cancellation request is received before onboarding begins. Onboarding begins when our team starts working on your estate plan, as described in the following section.
No Refund Once Onboarding Begins
Once onboarding begins, payments are non-refundable, except where otherwise required by applicable law.
Onboarding begins when our team starts working on your estate plan.
This may include:
- Opening and preparing your client file
- Collecting and reviewing your estate-planning information
- Preparing or coordinating estate-planning documents
- Coordinating your consultation with a licensed attorney
- Performing other services necessary to prepare and complete your estate plan
Because dedicated time and resources are committed to your estate plan once onboarding begins, refunds are not available after this point.
Attorney Consultation
The eStatePlan™ includes a consultation with a licensed attorney as part of the estate-planning process. This consultation is included in the eStatePlan™ client's purchase and is coordinated as part of the overall estate-planning experience.
Legal services are provided by a licensed attorney and are subject to the applicable attorney-client engagement terms.
If You Decide Not to Continue After Onboarding Begins
Once onboarding has begun, an eStatePlan™ client may choose to stop the estate-planning process. Stopping the process does not create a right to a refund, including if an eStatePlan™ client changes their mind, does not provide requested information, misses appointments, or decides not to complete their estate plan.
Our team will make reasonable efforts to help eStatePlan™ clients complete the process.
How to Cancel Before Onboarding Begins
To cancel before onboarding begins, send a written cancellation request by email to [email protected], including:
- Your full name
- The email address used for your purchase
- Your purchase date
- A request to cancel your eStatePlan™
We will confirm whether your cancellation was received before onboarding began and, if eligible, process your full refund.
EMAIL A CANCELLATION REQUESTBefore You Cancel, Remember Why You Started
Life is unpredictable, and your estate plan is one of the most important steps you can take to prepare for your family's future. Whether your goal was to protect your loved ones, make your wishes known, prepare for unexpected circumstances, or help your family avoid unnecessary complications, those reasons are just as important today as when you started.
The documents you may need tomorrow are worth putting in place today.
Without an appropriate estate plan, important decisions may be left unresolved. Depending on your circumstances and applicable state law, your loved ones could face additional legal expenses, court proceedings, delays, or difficult decisions during an already emotional time.
We encourage you to consider what completing your estate plan could mean for the people who matter most to you.
Remember What's Included in Your eStatePlan™
Your eStatePlan™ is designed to provide a comprehensive estate-planning experience that brings together important legal documents, professional guidance, and personalized support.
Depending on your selected plan and individual needs, your experience may include:
Comprehensive estate-planning documents
A portfolio that may include a living trust, will, financial powers of attorney, healthcare directives, and HIPAA authorizations.
Licensed attorney consultation
An opportunity to discuss your estate plan, address legal questions, and receive guidance from a licensed attorney within the scope of the attorney-client engagement.
Dedicated support from our Outsourced Estate Planning Team (OEPT)
Hands-on assistance with onboarding, gathering information, coordinating the process, and helping you move toward completion.
Support from your ePIC financial advisor
Coordination with your financial advisor, when applicable, to help you consider how your estate plan fits into your broader financial goals.
Deed retitling assistance
When applicable and included in your plan, assistance with the process of retitling eligible real estate into your trust.
Comprehensive estate-planning services through a traditional attorney's office can cost several thousand dollars, depending on the documents, complexity, and services involved.
Your eStatePlan™ brings together valuable resources and a dedicated support team to help make the estate-planning process more accessible and manageable.
Before making your final decision, we encourage you to reach out so we can better understand your concerns and help you explore available options for completing your plan.
For questions or assistance, email [email protected] with the subject line "eStatePlan Support Request."
Please include your full name, the email address associated with your purchase, and a brief description of how we can help. We'll connect you with the appropriate team member.
You are not required to contact our support team or participate in a consultation before submitting a cancellation request.
Refund Processing
Approved refunds are issued to the original payment method. Please allow the standard processing time of 5 to 10 business days for the refund to appear in your account, depending on your bank.
Important Information
ePIC Services Company is not a law firm and does not provide legal advice. Legal services are provided by licensed attorneys.
This policy does not limit any rights or remedies that cannot legally be waived under applicable law.
We appreciate the opportunity to help you take an important step toward protecting your legacy and caring for the people who matter most.
