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Refund Policy

REFUND POLICY

Last updated: November 2, 2026

299Trust is operated by 299 Estate Planning Services LLC, 4542 Ruffner Street, San Diego, CA 92111.

Purchases are final, with the exceptions below

299Trust is self-help software. You answer the questions, and the software generates your documents from your answers and emails them to you within minutes. Because you receive the software output right away, purchases are final except in the situations listed below.

When we will fix the problem or refund you

  • Duplicate charge. If you were charged more than once for the same order, we will refund the extra charge.

  • Technical problem. If a problem with our software kept you from completing your questionnaire or receiving your documents, we will fix it. If we cannot fix it, we will refund your purchase.

  • Documents not received. If you did not receive your documents, we will resend them. If we cannot deliver them, we will refund your purchase.

  • Software errors. If your documents contain an error caused by our software (not by the answers you entered), we will correct and resend them. If we cannot correct them, we will refund your purchase.

How to request help or a refund

  • Contact us within 30 days of your purchase.

  • Email: info@299trust.com

  • Phone: 877-560-3222

  • Include your name, the email address you used to order, and a short description of the problem.

We will respond within 2 business days. Approved refunds go back to your original payment method. Your bank may take 5 to 10 business days to show the refund. There are no fees for refunds.

Your rights under state law

This policy does not limit any rights you have under your state's law.

You may request a written copy of this policy at any time by emailing info@299trust.com.

299Trust is self-help software. It is not a law firm, does not provide legal advice, and does not prepare documents for you.

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