Terms for your Trust & Will plan

You’re paying Anchor Financial Group, 4500 S. Garnett Road, Suite 900, Tulsa, OK 74146 (“we”), for one Trust & Will estate plan. Trust & Will builds your documents online from your answers.

What you pay

$999 for the plan plus a $30.15 processing fee, $1,029.15 in all, charged once. One joint trust for a couple is one plan. Separate trusts are one plan each.

Starting your plan

We email you a private link right after you pay. Start your Trust & Will account from that link, so they know your plan is paid. It’s just for you, so please keep it private.

Refunds

We refund the $999 plan price any time before you start your plan on Trust & Will. The $30.15 processing fee isn’t refunded, because the card processor keeps it. Once you’ve started your plan on Trust & Will, it can’t be refunded.

To ask for a refund, email info@myanchorgroup.com from the address you paid with.

An attorney

An attorney isn’t included. Trust & Will offers attorney help as a $299 add-on in select states.

Questions

Email info@myanchorgroup.com.