Refund Policy

Effective Date: June 2026

At The Tax & Title Desk, we are committed to providing professionally prepared digital estate planning documents and DIY document kits. Because our products are delivered electronically and are immediately accessible after purchase, all sales are considered final.

Digital Products

Due to the nature of digital downloads, we do not offer refunds, exchanges, or cancellations once a purchase has been completed and the product has been delivered.

Damaged or Incomplete Files

If you experience any of the following:

• A file will not download.

• A file is corrupted or incomplete.

• You receive the wrong product.

• A technical issue prevents access to your purchase.

Please contact us within 7 days of your purchase. We will promptly work to resolve the issue by providing a replacement file or correcting the problem at no additional cost.

Product Information

Please carefully review each product description before purchasing to ensure the document meets your needs. If you have questions before purchasing, we encourage you to contact us so we can help you select the appropriate document.

No Legal Advice

Our products are self-help legal document templates and are not a substitute for legal advice. Purchases are made with the understanding that no attorney-client relationship is created.

Contact Us

If you need assistance with your purchase or experience a technical issue, please contact us through our website contact form or by email. We are committed to providing prompt and courteous customer support.

Thank you for choosing The Tax & Title Desk.