Refund Policy

We believe in The Ultimate LevelTM training program so much that we are willing stand behind it with a 100% money-back guarantee.

If you go through the entire course and are not completely satisfied with The Ultimate LevelTM and do not think that what you learned and take away from this program was worth your investment, you can request a full money-back guarantee.

However, in order to qualify for a refund, you must meet the following requirements:

1. You must currently be a licensed and practicing estate planning attorney.

2.  You must complete the entire course with consistent survey responses related to your reason for requesting a refund.

3.  Your refund request must be received in writing by our office within 30 days from the date of purchase.

If you have any other questions or wish to request a refund, please send an e-mail to

Once we have reviewed your request and determined that you meet the above requirements, we will refund you the registration fee you paid.  You can keep all of your notes and any program handouts and exhibits.

Your agreement and compliance with our Terms and Conditions will still apply.

REVISED 10/10/2017