Question 1

Can I switch plans later?

Accepted Answer

Yes, you can upgrade or downgrade your estate planning software plan at any time. When upgrading, you will get immediate access to new features. When downgrading, you will retain access to your current features until the end of your billing period.

Question 2

How does member access work?

Accepted Answer

Members are people you invite to participate in your estate planning. Each plan allows for a different number of members, and you can assign them specific roles like heir, guardian, or executor. Members can only access the information you explicitly share with them.

Question 3

What happens if I stop paying?

Accepted Answer

If you cancel your paid subscription, your account will revert to the Free plan at the end of your billing period. You will retain access to your basic will and up to 5 assets, but premium features will be disabled until you reactivate your subscription.

Question 4

Is my data secure?

Accepted Answer

Absolutely. We use bank-level encryption for all data storage and transmission. Your information is encrypted both in transit and at rest, and we maintain strict access controls and regular security audits to ensure your data remains protected.

Question 5

Are there any long-term contracts?

Accepted Answer

No. All our estate planning software plans are subscription-based with no long-term commitment required. You can cancel at any time without penalty.

Question 6

Do you offer refunds?

Accepted Answer

We offer a 30-day money-back guarantee for all paid plans. If you're not satisfied with your subscription within the first 30 days, contact our support team for a full refund.

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