Estate Planning

Cancellation Policy

Booking & Intake Process When scheduling an appointment, please note that the booking date marks the start of the service process. After booking, clients will receive access to an intake form where they must provide the information required for document preparation. Once the intake form is completed, it will be reviewed to confirm the requested service and ensure all necessary information has been provided. If additional information is required, the client may be contacted before services begin. Appointment Scheduling Appointments must be scheduled in advance through our website or by contacting us directly. Once an appointment request is received, confirmation will be sent with instructions for completing the intake form and next steps. Incomplete intake forms may delay the start of document preparation. Payment Policy Payment is required before document preparation services begin. Accepted payment methods may include: • debit or credit card • online payment platforms • electronic payment services Government filing fees, court fees, and third-party service costs are not included unless specifically stated. Document Preparation Services All documents are prepared based solely on the information provided by the client. Clients are responsible for reviewing all documents for accuracy before signing or filing. ⚖️ We are not attorneys and cannot provide legal advice or legal representation. Client Responsibility Clients are responsible for: • providing accurate and complete information • reviewing documents before signing or filing • filing documents with the appropriate court or agency unless otherwise arranged We are not responsible for errors resulting from incorrect or incomplete information provided by the client. Rescheduling Appointments may be rescheduled with at least 24 hours notice. Failure to provide adequate notice may result in cancellation of the appointment. Cancellation Policy Payments for document preparation services are generally non-refundable once work has begun, which typically occurs within 24 hours after intake approval and payment. If a cancellation occurs before work has started, a refund may be issued at our discretion. Remote Online Notary (RON) Appointments Clients must present valid government-issued identification and successfully complete identity verification before a remote notarization can occur. Failure to complete identity verification may result in cancellation of the appointment without a refund.