Charitable Refund Program
Include a charitable bequest in your trust, execute your documents, and receive a full refund of your $500 Complete Plan fee.
How It Works
- 1Complete your estate plan using the $500 Complete Plan
- 2Include a wasiyyah (charitable bequest) in your trust during intake — pledge a minimum of 1% of your estate or $5,000 to one or more 501(c)(3) charities of your choice
- 3Execute your documents — sign and notarize your Revocable Living Trust with a notary public
- 4Email your signed, notarized trust to contact@yourfaithfullegacy.com with the subject line “Charitable Refund Program” within 90 days of document generation
No payment is made to any charity or to us while you are alive. Your wasiyyah is fulfilled by your trustee from your estate after your passing.
Program Terms
Last updated: March 7, 2026
1. Eligibility
To qualify for the Charitable Refund Program, you must: (a) have purchased the Complete Plan at the standard $500 fee; (b) have included a wasiyyah in your Revocable Living Trust during the intake process designating a minimum charitable bequest of 1% of your estate or $5,000, whichever is greater, to one or more qualifying charitable organizations; (c) have signed and notarized your Revocable Living Trust; and (d) have submitted your signed and notarized trust to Your Faithful Legacy LLC within 90 days of document generation.
2. Qualifying Charitable Organizations
A qualifying charitable organization is any organization recognized as tax-exempt under Section 501(c)(3) of the Internal Revenue Code. You are responsible for verifying the 501(c)(3) status of any charity you name in your wasiyyah. Your Faithful Legacy LLC does not verify, endorse, or recommend any particular charitable organization.
3. Submission Requirements
Your submission must include a complete, legible copy of your signed and notarized trust containing an intact wasiyyah provision naming one or more qualifying 501(c)(3) organizations with a bequest of at least 1% of your estate or $5,000, whichever is greater. Submissions in which the wasiyyah provision has been removed, altered below the minimum threshold, or otherwise modified to not meet eligibility requirements will be denied. Email your submission to contact@yourfaithfullegacy.com with the subject line “Charitable Refund Program.”
4. Submission Deadline
Your submission must be received within 90 days of the date your documents were generated. Submissions received after this deadline will not be eligible for a refund. This deadline may not be extended.
5. Verification
Your Faithful Legacy LLC will review your submission to verify that: (a) the trust is signed and notarized; (b) the wasiyyah provision is intact and names one or more qualifying 501(c)(3) organizations; and (c) the bequest meets the minimum threshold of 1% of the estate or $5,000, whichever is greater. We reserve the right to request additional documentation if needed. We will notify you by email of the outcome within 10 business days of receipt.
6. Refund Processing
Approved refunds will be issued to the original payment method used for your Complete Plan purchase. Refunds will be processed within 5–7 business days of approval. Your Faithful Legacy LLC is not responsible for delays caused by your financial institution.
7. One Refund Per Plan
The Charitable Refund Program applies to one refund per estate plan purchase. Couples completing a joint plan are eligible for one refund of $500.
8. No Obligation to Give Now
Your wasiyyah is a bequest — it takes effect only upon your passing and is fulfilled by your trustee from your estate. No payment is made to any charity or to Your Faithful Legacy LLC during your lifetime as a condition of this program.
9. Program Availability
Your Faithful Legacy LLC reserves the right to modify, suspend, or discontinue the Charitable Refund Program at any time. Changes will not affect submissions already received and verified prior to any such modification.
10. Not Legal or Tax Advice
Participation in the Charitable Refund Program does not constitute legal, tax, or financial advice. You are encouraged to consult a licensed attorney or tax professional regarding the legal and tax implications of charitable bequests in your estate plan.
Ready to Get Started?
Create your estate plan today. Include a wasiyyah, execute your documents, and receive a full $500 refund.