Quicken WillMaker Plus 2012
- Estate-planning software helps protect assets and save on legal fees
- Essential documents like a will, health care directive, and more
- User-friendly interface makes it easy to manage and update documents, contacts, etc
- Create a customized estate plan; documents reflect the laws of your state
- Includes free access to Nolo’s online living trust
Create a complete estate plan quickly, easily, and privately with bestselling software Quicken WillMaker Plus 2012. A market leader for over 25 years, Quicken WillMaker Plus guides you step-by-step to create a customized estate plan including:
Will
Health Care Directive
Durable Power of Attorney for Healthcare
Executor Documents
Durable Power of Attorney for Finances
Information for Caregivers and Survivors
Final Arrangements
Plus, get a free living trust! Spare your family from the hassle and expense of probate court as they carry out your wishes. Quicken WillMaker Plus 2012 gives you free access to Nolo’s Online Living Trust, a 9.99 value.
Quicken WillMaker Plus 2012 also includes practical documents that help you run your home and keep your family safe. Easily manage common money matters and household situations with forms like:
Promissory notes
Security Agreement for Borrowing Money
Genera
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Save yourself a bundle: As good as what an attorney will do.,
Some years ago, my wife and I have a volume of “Testamentary Documents” drawn up by an estate planning attorney. For the “special friend reduced rate of nearly $2000., he produced a set of documents that are exactly parallel to the ones we could create ourselves by using this software. We rewrote everything, updated what needed changes, and eliminated any reference to that attorney from our estate documents. $49, is a lot less the $2000.!
This software is comprehensive. It includes everything needed – including the Living Trust – something that is imperative if you want your inheritees to be able to avoid going through the anguish (and expense) or Probate.
Yes, it takes time. I did it in a series of five sessions with our financial information in front of me for reference as well as older and now obsolete versions of these documents. It compares rather favorably to the time we spent organizing our data and then actually sitting with the attorney.
Nolo has produced a broad range of “do-it’yourself’ legal documents. This package is, I think, among the clearest, most user friendly (the built in guides and tips are extremely helpful and easy to understand). Moreover, it is something that most people actually need at some point.
It is never too early to prepare these things and editing/changing them in the future is pretty straight forward. Why pay an attorney exorbitant fees for doing something that anyone who can follow directions can do for themselves? THe more complicated the estate, the longer it will take and, to be sure, some people’s situations may require porofessional assistance. The small percentage of people who need that should certainly get it.
For most of us, this Nolo software is exactly what the doctor ordered… and what the estate planning attorneys hope you never discover.
Buying this is a very smart $40. investment.
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|Great product, but file translation needs to be fixed.,
PROS:
User interface is great
Easy way to make an accurate, important document
Introductory video is clear and informative
Free updates are automatic
Currently, Amazon price for CD with book ($36.94) is reasonable; software available as download-only from NOLO site for $34.99, or with CD for $51.99.
Package includes abridged edition of “The Legal Answer Book for Families”
CONS:
Free updates are only available through end of 2012
This program is still not available for Mac OSX
The data from my 2006 files were lost when it was opened in this version. (downgrade for this)
No upgrade path readily available; software is valid through 2012 only (updates no longer available after 2012, but software should still run, albeit with possibly outdated data).
Registration purportedly includes:
* Expert technical support
* Significant discounts on Quicken WillMaker upgrades; and
* A $10 coupon for purchase on nolo.com
What I got was:
* a free electronic download of “101 Law Forms for Personal Use”;
* a coupon code for 15% off items at nolo.com
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NOLO press is famous for creating easy-to-understand legal books and software. I previously used WillMaker 2006 and found it to be a good, solid program that was relatively painless to navigate. This edition is somewhat improved from that version. The software automatically looked through my files for any old versions of my will and asked if I wanted to open the one it found. The file was opened and supposedly translated from the old version to the new format automatically and made available for editing. Since creating a will requires digging up and entering a significant amount of information, using and editing my past data would have significantly reduced the time required to create the new one. However, ALL of my data was lost in the translation; I was left with a blank file with only my name on it. Bad!!!
WillMaker includes the ability to create a will and/or five other major, applicable documents:
* Health Care Directive (Living Will and Power of Attorney);
* Durable Power of Attorney for Finances;
* Final Arrangements (non-binding instructions for those caring for your remains); and,
* Information for Caregivers and Survivors.
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