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Frequently Asked Questions

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Frequently Asked Questions

  • How does the free trial work?

    Our free trial gives you the opportunity to try some of our membership benefits, at no cost to you. You'll be able to create three legal documents, use our electronic signature feature, and utilize our document management tools to share and edit your forms.

    If you choose to continue with your membership beyond the free trial, your credit or debit card will be automatically billed for the membership once the trial expires.  

    Please note: Charges may take two business days to appear on your billing statement.  

    If you decide not to continue your free trial, simply downgrade the trial before it expires. Any documents you create during a free trial will still be available to you after you downgrade.

    The free trial is a one-time offer, per customer.

  • When will I be charged after the free trial ends?

    You will be automatically billed on the first day you enter into a paid membership. If you signed up for a trial, you will be billed the day after the last day of your trial. You will not be charged if you cancel your membership during the trial period.

    For example, if you sign up for a free 7-day trial for a Rocket Legal™ membership on December 1st, you will be billed on December 8th. Thereafter, you will be billed on the 8th day of each month, until you downgrade your membership. 

    Please note: It can take up to two business days for charges to appear on your billing statement.

  • Why does the free trial require a credit card?

    Your credit card will not be billed during the free trial. We do still require credit card information, so that your membership can begin, without any disruption to your service, when the trial period is over.

    During the free trial, you might see a pending charge of $1.00 on your bank or credit card statement. This authorization is used to make sure you are using a valid credit card. It will automatically be removed, by your financial institution, when you cancel the free trial. As long as you downgrade within the trial period, no funds will be collected by Rocket Lawyer.

  • How do I prevent being charged when the trial ends?

    If you want to cancel your free trial, you may do so at any time. Any documents you have completed will still be saved and available to you to print and download. To downgrade, make sure you are signed into your account.

    Once you're signed in:

    1. Click your name or the icon in the upper right-hand corner, and then click "Account Settings".
    2. On the following page, locate the "Downgrade" or "Change plan" button.
    3. You will then be offered to switch to our Loyalty Plan. With this plan you can still create personal documents to protect your family, but at a lower cost.
    4. Should you want to continue your cancellation, select your reason for canceling in the drop-down menu and click "End my benefits."
    5. You will then see a confirmation to your free plan. An automatic email confirmation will also be sent to you.

    After receiving the downgrade confirmation page, you are done. An automatic confirmation will be sent to the email address associated with your account.

    If you need further assistance, please contact us any time by email or call us at (877) 881-0947, Monday through Friday, 6 am to 6 pm PST.

  • What are my membership options? How much do they cost?

    We offer two membership options: Rocket Legal™ and Rocket Legal+™. Whether you need help for your business or your family, our memberships make it simple and affordable to get your legal work done right. 

    Visit our membership and pricing page for detailed pricing and membership options.

  • How do I join or upgrade a membership?

    You can register for free to create a secure account.

    To upgrade an account from the 7-day free trial or any other membership:

    1. Hover your mouse over [Your Name] in the upper right hand corner of your screen and click "Account Settings."
    2. From there, select the “Upgrade” button.
    3. Select the Complete Membership in either the monthly or annual payment options to upgrade.
    4. Enter your credit card information to activate your new membership.

    If you still have questions about upgrading/joining, please contact Customer Support and they can assist you further with your account.

  • How many documents can I make with a Rocket Legal™ or Rocket Legal+ membership?

    Either membership will give you unlimited access to create multiple documents for personal or professional use.

  • If I have a membership, when will my credit card be charged?

    You will be billed for a membership the day you sign up.

    If you sign up for a Rocket Legal membership, you will be billed the same day and time each month. With a Rocket Legal+ membership, you will be billed on the same day and time each year.

    Please note: charges may take two business days to appear on your billing statement.

  • What are the primary benefits of Rocket Legal+?

    With Rocket Legal+™, you get all the benefits of a Rocket Legal™ membership, including unlimited legal documents and electronic signatures, plus up to HALF OFF professional services such as:

    • Business Registrations
    • Registered Agent Services
    • Professional Tax Prep and Filing
    • Professional Trademark Filing
    • Attorney Services (See “What is the discount on hiring a lawyer with a Rocket Legal+ membership,” below.)

    Your first business registration is FREE (excluding state fees) with a Rocket Legal+ membership, and HALF OFF for all subsequent business registrations.

    In addition to these benefits, a Rocket Legal+ membership gives you a full year of protection for HALF the price of a Rocket Legal membership paid monthly for a full year.

  • What is the discount on hiring a lawyer with a Rocket Legal+ membership?

    We offer great savings for Rocket Legal+ members. The discount for Rocket Legal+ members is up to HALF OFF the hourly rate for our network attorneys. The HALF OFF discount applies to Trademark and 501c3 services. Discounts for other services may vary based on the specific legal practice area.

  • How do I cancel my membership?

    You may cancel your Rocket Lawyer membership at any time. The documents that you have created and the answers to your legal questions will be saved and still available for you when you log into your account. 

    To downgrade, make sure you are signed in. Once you're signed into your account:

    1. Click your name or the icon in the upper right-hand corner, and then click "Account Settings".
    2. On the following page, locate the "Downgrade" or "Change plan" button. 
    3. You will then be offered to switch to our promotional Loyalty Plan.  With this plan you can still create personal documents to protect your family.
    4. Should you want to continue your cancellation, select your reason for canceling in the drop-down menu and click "End my benefits".
    5. You will then see a confirmation to your free plan. An automatic email confirmation will also be sent to you. 

    If you need further assistance, please contact us any time by email or call us at (877) 881-0947, Monday through Friday, 6 am to 6 pm PST.

  • How do I cancel my Rocket Legal+ membership?

    You can downgrade or cancel your Rocket Legal+™ membership any time through your member settings in your online account or by calling 1-877-881-0947. Cancellation will be effective on your next scheduled renewal date, and you will be free to enjoy the benefits of membership through that date.

  • How do I sign in to my account?

    Click the Sign In link in the top right corner of every page.

    Sign in using your email address and password.

    If you forgot your password or are just having trouble remembering it, we can help. Just head to our password retrieval page, enter the email address you used to register on our site, and we'll send you instructions.

  • What if I forgot or can't remember my password?

    If you forgot your password or are just having trouble remembering it, we can help. Just head to our password retrieval page, enter the email address you used to register on our site, and we'll send you instructions. 

    If you need further assistance please contact us any time by email or call us at (877) 881-0947, Monday through Friday, 6 am to 6 pm PST.

  • Can I manually edit my document?

    Using this option eliminates the ability to return to the interview questions, because the document's format gets changed. It is highly recommended that you make a copy of the document before choosing this option.

    The Advanced Editor is only available in a trial or paid membership. 

    To use our advanced editor, you will first want to log in to your account. By default, you will be directed to your "Dashboard" panel. If you are already logged in and need to access your dashboard, hover over "your name" or the profile picture/silhouette, click Dashboard.

    Old Format:

    1. Click on the Title of the document that you'd like to edit.
    2. Above the draft of the prepared document, select the "Edit" option. 
    3. Choose the "Advanced Editor Method" button.

    New Format:

    1. Click on the title of the document you’d like to edit. 
    2. Click the orange Actions box 
    3. Click Other Options 
    4. Click Edit 
    5. Choose the Advanced Editor option

    Please note: Manually editing could compromise the compliance of the document. It is highly recommended to get your document reviewed by an attorney after manually editing.  

    If you need further assistance, please contact us any time by email or call us at (877) 881-0947, Monday through Friday, 6 am to 6 pm PST.

  • Can I download my documents? In what formats?

    You can always download any of the documents that you've completed. 

    If you have a trial or paid membership, you may download in Microsoft Word (.doc), PDF, and Text (.txt) formats. If you are in a free account and have previously paid for the document, you can always download it as a PDF. 

    To download your document, you will first want to log in to your account. By default, you will be directed to your "Dashboard" panel. If you are already logged in and need to access your dashboard, hover over the profile picture/silhouette and click Dashboard.

    Old Format:

    1. Click the title of the document you want to download.
    2. Above the draft of your document, select "Download."
    3. A drop-down menu will appear. Select the format in which you would like to download your document.
    4. From here, you will need to follow the prompts of your personal computer.

    New Format:

    1. Click the title of the document you want to download.
    2. Click the orange Actions button.
    3. Click Other Options. 
    4. Click Export Document.
    5. From here, you will need to follow the prompts of your personal computer.

    If you need further assistance, please contact us any time by email or call us at (877) 881-0947, Monday through Friday, 6 am to 6 pm PST.

  • How do I electronically sign my document?

    You may send your document out for electronic signature through your Rocket Lawyer account. To eSign your document, you will first want to log in to your account. By default, you will be directed to your "Activities" panel. If you are already logged in and need to access your activities, click on the words "Rocket Lawyer" in the top, left corner. 

    1. Click on the name of the document you want to send for eSign.
    2. If the document is eligible for eSign, you will see a gray section at the top of the screen that says, "Nice job on your [document]. Let's wrap this up and get it signed." Below that, you will see an orange button that says, "Let's finish this!" Click on that button.
    3. Select "Sign Now."
    4. Below the document, a box should appear which will allow you to sign the document. If the document requires more than one signature, you will be prompted to send an eSign invitation to the user's email address.
    5. Click "Sign" or "Continue" to confirm.

    After you have confirmed the destination of your eSignature, your signers will receive an email prompting them to follow the link provided. This link will direct your signers to our site to create a free account, and complete the eSign process.

    Once all parties sign the document, the finished, signed document will appear in your Rocket Lawyer account as well as the signers'.

    Please Note: If you are the author of the document, do not attempt to email yourself. If you email an eSign request to yourself, you will run into an error. In the event that you see your name and it is asking for an email address, please click the button stating, "This is actually me."

    If you need further assistance, please contact us any time by email or call us at (877) 881-0947, Monday through Friday, 6 am to 6 pm PST.

  • How do I contact Rocket Lawyer support?

    For help with your Rocket Lawyer account and related services, you may Contact Us to get assistance Monday through Friday, 6 am to 6 pm PST. Phone Customer Support at (877) 881-0947 or contact us by email.