Frequently Asked Questions

Answers to the questions clients ask most. Have something else on your mind? Reach out — we're happy to help.

General

What happens after I submit my information?

We prepare your documents and check everything by hand. You can follow along the whole way — review, processing, payments, and shipping — from your dashboard.

When do I get access to additional client forms?

Things like the Legacy Letter unlock on your dashboard once you've paid in full.

Can I make additions or changes later?

Yes. Your binder comes with forms for making certain updates after it arrives. Your application covers up to ten names to start, and you can add more later.

Payments

What payment plans are available?

Pay in full, or split it into three equal payments every 15 days. Your documents are processed after the first payment and ship once the last one clears.

What is the refund policy?

You have the right to a full refund of the entire sum paid until your personalized documents are finalized and prepared for delivery. A purchase may also be rescinded within three (3) business days of the transaction — notice must be given in writing within that period. All payment processing fees are borne by the client — including credit and debit card fees (typically 2.9%), bank charges, and wire fees — whether incurred in making a payment or in receiving a refund. Any refund is issued net of these fees; if a refund is sent by wire, applicable bank fees are deducted from the amount returned.

Processing & Shipping

When will my documents be mailed?

We begin processing your binder after your first payment and a quick review. It won't mail out, though, until your final payment clears — then it ships right away.

How will I know my documents have shipped?

We mail everything through UPS with tracking. Once it ships, you'll see the tracking number on your dashboard and get an email with the link.

How long does processing take?

Family binders: 7–10 business days. Business binders: 7–12 business days. Both together: 10–14 business days. Need it faster? Expedited processing is $200 more.

Books & Resources

When do I get access to the book library?

Right after your first payment goes through.