Refund and Cancellation Policy

TrustOffice is operated by AgenticTrust. This Refund and Cancellation Policy applies to all paid subscriptions for the TrustOffice website at trustoffice.app and the TrustOffice web application at app.trustoffice.app (together, the "Services"). This policy is incorporated into our Terms of Service.

1. Subscription plans and billing

TrustOffice offers three subscription plans:

• Trustee: $79/month or $790/year (1 trust or entity)
• Estate: $149/month or $1,490/year (up to 8 trusts or entities)
• Advisor: $399/month or $3,990/year (unlimited trusts or entities)

Annual billing saves two months compared to monthly billing. You pay for 10 months and receive 12. You can switch between monthly and annual billing at any time from your account settings.

2. Canceling your subscription

You can cancel your subscription at any time from your account billing settings. There are no cancellation fees and no long-term contracts. Your cancellation takes effect at the end of your current billing period. You will continue to have full access to the Services until your billing period ends.

For monthly subscribers, cancellation stops the next monthly charge. For annual subscribers, cancellation stops the next annual renewal. If you cancel mid-cycle, you are not charged again, but the current billing period is non-refundable.

3. Refund policy

Monthly subscriptions

Monthly subscription payments are non-refundable. If you cancel, you will not be charged for the next billing cycle, but you will not receive a refund for the current cycle. You retain full access until the end of the period you paid for.

Annual subscriptions

Annual subscription payments are non-refundable. If you cancel an annual subscription, it remains active until the end of your annual term and does not renew. We do not issue prorated refunds for unused months within an annual term.

Promotional and introductory pricing

From time to time, we may offer promotional or introductory pricing for a limited period. Promotional rates are non-refundable and apply only for the stated promotional period. After the promotional period ends, your subscription automatically renews at the standard rate for your chosen plan unless you cancel before the renewal date. The terms of any promotion, including its duration and eligibility, are specified at the time the promotion is offered and may vary.

Exception: accidental or duplicate charges

If you are charged in error, such as a duplicate charge or a charge after you successfully canceled, contact us at contact@trustoffice.app within 30 days of the charge. We will investigate and issue a refund for confirmed billing errors.

4. Upgrades and downgrades

You can change plans at any time from your billing settings. Upgrades take effect immediately, and you are charged a prorated amount for the difference in plan price for the remainder of your current billing cycle. Downgrades take effect at the start of your next billing cycle, with no proration or refund for the current cycle.

5. Data access after cancellation

After your subscription ends, your data remains accessible under these terms:

• 0 to 30 days: Full read and export access. You can log in, view, and download all your data.
• 31 to 90 days: Account deactivated. We can restore your account if you decide to return. Contact us to reactivate.
• After 90 days: We permanently delete or anonymize your data unless we are legally required to retain it.

We recommend exporting any documents and records you need before your subscription ends. If you need assistance exporting your data, contact us and we will help.

6. Chargebacks and disputes

If you believe a charge is incorrect, please contact us at contact@trustoffice.app before initiating a chargeback with your bank or credit card company. We will work with you to resolve the issue directly. Initiating a chargeback without first contacting us may result in account suspension while the dispute is investigated.

7. How to cancel or request a refund

To cancel your subscription, log in to your account at app.trustoffice.app and cancel from your account billing settings. The cancellation takes effect at the end of your current billing period.

To request a refund for a billing error, or if you have trouble canceling through the app, contact us:

8. Changes to this policy

We may update this Refund and Cancellation Policy from time to time. We will revise the date at the top of this page whenever we make changes. We encourage you to review this page periodically.