Common issue resolution

When I try to register, I get a message saying email or phone number are wrong.
What could be the problem?

In order to register to SmartAgent successfully, email address and phone must match the details supplied by the travel agency as part of the pre-registration process.
Check the details with agency's contact person.

I created a valid PNR, but it was not handled by the reprice process.
What could be the reason?

In order for PNRs to be repriced, they must meet a set of requirements:
It must contain at least one active PQ. All air segments must be active. Airline reference id must exist. Agent initials must be valid and the agent must be pre-registered to SmartAgent.

According to my settings, segments with HX status should be automatically cancelled by SmartAgent and I should only receive an informative notification. In spite of that, I got a PNR cancellation notification with a PENDING status, What happened?

If the PNR is ticketed or if it is a group PNR, it will not be cancelled automatically even if you configured SmartAgent to automatically cancel segments which are in HX status.


Frequently asked questions

How much does it cost?

There are only three things we would charge you for.

  1. The complete bundle is $395.
  2. If you own real estate, it is $29 per property .
  3. For an additional $ 35, we can print and ship the documents to you.
There are no other fees, upsells, or hidden charges.

What is included in the complete bundle?

Our Comprehensive Living Trust Bundle includes all of the following:

  • Living Trust,
  • General Assignment,
  • Power(s) of Attorney,
  • Advance Health Care Directive(s),
  • HIPAA Authorization(s),
  • Certification of Trust,
  • Assignment of Personal Property,
  • Final Memorial Instructions, and a
  • Marital Property Agreement (if applicable).
  • Quitclaim Deeds can be purchased for an additional $29 per property.
Aside from these legal documents, we also include crystal clear step-by-step signing instructions and other reference materials.

What is the process like?

First, you begin by creating an account and completing our simple 15-minute online questionnaire. Payment information is collected only at the end. Second, we draft the documents immediately and upload them to your Client Dashboard within two business days (or we can print and ship them to you for a nominal charge). Third, using our crystal clear step-by-step instructions, you sign and notarize the documents.

How long does it all take?

The questionnaire only takes about 15 minutes to complete. Your completed documents are ready two business days later.

What information do I need to provide?

Although the questionnaire goes into more detail than the following questions, here is a general idea of what it covers:

  • Personal contact information (name, phone number, etc.).
  • Who you would like to administer your estate upon your death.
  • Who you would like to handle your affairs upon your incapacity.
  • Who you would like to inherit your assets, and how.
You do not need to provide any financial information or other documents. Most of our clients complete the questionnaire with little to no planning ahead of time.

How do I get started?

You can click here to go to our "Get Started" page.

Report an issue 

Submit an issue to the support team

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