Quicken WillMaker Plus 2011

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Quicken WillMaker Plus 2011

Make a legal will, health care directive and other documents that protect your family and property. Bonus! Includes free online living trust by Nolo. Plus: Register your software and download a free copy of Nolo’s Encyclopedia of Everyday Law.Save your family money and time–create a customized estate plan quickly and easily with Quicken WillMaker Plus 2011. The software provides the forms, legal information and step-by-step guidance. All you have to do is follow a simple question and answer interview, make your wishes known, and in less than thirty minutes you can produce the following legal documents that protect your property and loved ones: Legal Will; Health Care Directive; Financial Powers of Attorney; Executor Documents; Information for Caregivers and Survivors; Revocation Documents; Final Arrangements.Quicken WillMaker Plus also provides dozens of personal finance and home and family documents that you can use to deal with common money matters and household situations. Forms include: Promissory Notes; Security Agreement for Borrowing Money; General Bill of Sale; Authorization for Foreign Travel With Minor; Housesitting and Childcare Instructions; Pet Care Agreement.Find help along the way! If you get stuck while completing a document, the onscreen guide and legal manual are right at your side. They help you understand the current task and provide legal and practical answers to questions that arise as you complete your documents. Need to make changes later? No problem! You can revise your answers at any time.Quicken WillMaker is written and updated regularly by Nolo’s expert attorneys. Free legal updates will keep your program current through 2011. Choose Quicken WillMaker Plus and enjoy the peace and satisfaction of putting a solid estate plan into place.*Quicken WillMaker Plus is not valid in Louisiana or the U.S. Territories.Make a legal will, health care directive and other documents that protect your family and property.

Bonus! Includes free online living trust by Nolo.

Plus: Register your software and download a free copy of Nolo’s Encyclopedia of Everyday Law.

“[Willmaker] can walk you through making a will and provisions you need to consider for your situation.” 2/7/2011 CBS MoneyWatch.

Save your family money and time—create a customized estate plan quickly and easily with Quicken WillMaker Plus 2011. The software provides the forms, legal information and step-by-step guidance. All you have to do is follow a simple question and answer interview, make your wishes known, and in less than thirty minutes you can produce the following legal documents that protect your property and loved ones:

  • Legal Will
  • Health Care Directive
  • Financial Powers of Attorney
  • Executor Documents
  • Information for Caregivers and Survivors
  • Revocation Documents
  • Final Arrangements

    Quicken WillMaker Plus 2011 also provides dozens of personal finance and home and family documents that you can use to deal with common money matters and household situations. Forms include:

  • Promissory Notes
  • Security Agreement for Borrowing Money
  • General Bill of Sale
  • Authorization for Foreign Travel With Minor
  • Housesitting and Childcare Instructions
  • Pet Care Agreement

    Find help along the way! If you get stuck while completing a document, the onscreen guide and legal manual are right at your side. They help you understand the current task and provide legal and practical answers to questions that arise as you complete your documents. Need to make changes later? No problem! You can revise your answers at any time.

    Quicken WillMaker Plus 2011 is written and updated regularly by Nolo’s expert attorneys. Free legal updates will keep your program current through 2011.

    Choose Quicken WillMaker Plus 2011 and enjoy the peace and satisfaction of putting a solid estate plan into place.

    *Quicken WillMaker Plus 2011 is not valid in Louisiana or the U.S. Territories. “

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    Comments

    A. Reid says:

    Very good suite of legal documents with value added from included books This program contains some excellent resources for estate and end-of-life planning and could save you considerable money in legal costs. I have some experience in this field from the professional end, and I know that simple wills can be a lucrative proposition for attorneys. Quite often, it’s a simple matter of plugging in the names of the beneficiaries and printing them off. No reason to pay an attorney to do this if you can do it yourself. (That said, if your situation is complicated, you need to hire the professional. Better that you spend the money now than leave your grieving family to work it out after you die.)I have Windows Vista, and it installed painlessly. I had no trouble with launch, answered its questions to see what documents it recommended for me and drew up at first a simple will–leaving everything to my husband or, if he predeceases me, my son; dividing my properly unevenly among my family if my son also does not survive me. The only hassle here is in the uneven division. It says it does the math for you, but that’s not exactly true–it totals it, yes, but you still need to be able to work out that so-and-so gets 1/9th while somebody else gets 1/6th. It’s probably a whole lot easier if you divide it evenly, but there are some in my family who need more and some in my family who deserve more. Fortunately, I can still manage my basic math. The will it produced in this case was just fine. Too, the program offers good information in its sidebars and provides easy access to usage guides online. (It even prompted me to name a guardian for my dog–a nice touch.)When I was finished, it asked me if I would like to produce the same will for my husband–a nice feature. I didn’t have to go through the process a second time.After that, I went back to make things more complicated by leaving specific bequests–handy if you want your Aunt Sally’s china to pass to cousin Gertrude. It performed well here, too.Since I was testing this product for Vine, I also poked at some of the other documents provided. It’s really comprehensive, from direction for somebody taking care of your elderly relatives to authorization for somebody to take your child out of the country, from instructions for your housesitter to a “notice to put name on do not call list”, there’s a whole suite of useful documents in here, all very thoroughly explained and simple to use and print off. Moreover, with internet connection, it promises to offer any legal updates necessary to keep me up to date legally through the year.Along with this package comes a free copy of from NOLO. I have nothing but respect for NOLO, but their definition of “legal” is pretty loose here. There’s some good legal advice, to be sure, but at a random page opening (p. 151), I see the following tips (for travel): (1) contact your embassy in case of trouble; (2) bring toilet paper; (3) send postcards; (4) be careful with the food and bring Pepto Bismal; (5) get last minute information on U.S. international travel advisory and (6) don’t worry that your dog will hold a grudge against you for being gone. This may all be good advice, but not much of it is legal. The book is full of this kind of thing. It’s an entertaining read, but pretty light on law.It also included a free download of . Updated in 2008 (at least, the copy I downloaded), this book does give a pretty comprehensive overview of the law and some good, common sense suggestions for getting by in legally challenging environments: buying or selling a house; getting along with your neighbors, landlord or tenants; operating effectively when working for yourself or others; filing patents, etc. This book is a good added value, even if it is a digital copy, and it manages to remain highly readable even in discussing the law.Overall, I think this package is a very good value and likely to be quite useful to individuals who want to draw up some of their own legal documents. You’ll still need to follow some formalities on your own (for instance, my state requires two witnesses and a notary public for many legal documents), but you may save considerable money over attorneys fees, and if your needs are simple that’s worth it in itself. The additional books are a nice touch, even if one of them is pretty lightweight legally.

    Lynne E. says:

    Slick Software for Basic Will Preparation, Plus Two Valuable Bonuses With this easy-to-use software, you can have a simple will that is valid in your state all printed up and ready to be witnessed within an hour or two. The software is designed primarily for individuals who want to divide up their property by leaving specific bequests to named persons, or even pets. It can be used for a pour-over will, anticipates a “common disaster” in which both spouses die at the same time, and allows you to designate executors. However, it cannot prepare conditional bequests, wills with provisions for special needs persons, or other types of wills that require complicated legal language. Also, the estate planning documents are NOT valid in Louisiana or in the Territories of the U.S. (The FAQs that explain the uses and limits of the software are found in the “Wrap Up” section at the end, and are also found via a shortcut that is installed on Startmenu/ Programs/ QuickenWillmakerPlus.)There is a very good, integrated “Legal Guide” that clearly explains how to properly use the software. The Legal Guide briefly discusses reasons for making a will, why you should want to avoid probate, the availability of various probate-avoidance tactics such as creating a living trust or naming beneficiaries for your bank accounts, and other estate planning topics. The software includes sample documents for durable powers of attorney, instructions for caregivers, and similar basic estate-planning documents.If you are fortunate enough to live in one of the minority of states (including California) that recognizes hand-written (holographic) wills, you might consider using this software to prepare a will that you can copy out in your own handwriting and sign. If you make a holographic will, it will not require witnesses–but you should check your own state’s requirements before you decide to go this route. Information about states’ requirements is available online if you search for “legal holographic will”.The internal navigation is a bit annoying, because you must complete the interview by answering questions in the order that they are asked, before you are allowed to skip around within the various sections. (You can get around this by making a draft will and saving it, because you are allowed to make more than one will, and you can make all the changes you like in a completed will.)The license grants you permission to use the software for yourself and your immediate family, but not for commercial purposes. The software is fast and easy to install, and online updates are available. Product support ends on December 31, 2011. The CDROM installation disc is boxed with YOUR LITTLE LEGAL COMPANION, a pocket-sized paperback that sets out “10 things you should know” about 50 different “big life events” (e.g., Quitting Your Job, Starting a Business, Getting Sued, Having a Child, Surviving a Natural Disaster, Traffic Tickets, Going on Your Dream Trip). Although the book is amusing and helpful in places, it is definitely designed to be a freebie.For the 2011 edition, registration of the software provides a couple of valuable bonuses. First, you can create a living trust for free, using Nolo’s Online Living Trust. (I didn’t test this right away, but several weeks later, I clicked on “Free Nolo’s Online Living Trust” on Startmenu/Programs, registered with Nolo, and was taken directly into the online-trust-creation software. It has questions and explanations similar to those you see in the Willmaker software, for creating either a separate or a shared living trust. See the end of this review for a more detailed description of my experience accessing the online living trust feature.) Second, you can download a free Adobe reader copy of by clicking on a link in an email sent as an acknowledgment of your registration.All in all, this is a pretty good package, if you haven’t already made your will.**ETA 11/30/10: Notes on accessing Free Online Living Trust feature.At least one other reviewer states that Nolo charges for the advertised living trust document. However, the Free Nolo’s Online Living Trust feature worked perfectly with my copy of Quicken Willmaker 2011, and I was never presented with any screen that requested an additional payment. You do have to create the living trust online–you are not given a free download of the Nolo Living Trust software. Also, you are apparently allowed to create only one free living trust with the package.When I first installed Quicken Willmaker 2011, I clicked on “Free Nolo’s Online Living Trust” in the “Quicken Willmaker 2011” group on the Startmenu, and went only as far as the Nolo registration page. Several weeks later, I clicked on the same link, which took me to the same registration page…

    C. Geary says:

    A Slight Glitch and an Update After I received my software, I looked through the package, downloaded the encyclopedia, took a look at the software & started a will. So far, so good. In process of starting the will it suggested that if I was intending on making a living trust that I do the trust first. Fine. When I did the install originally it placed a “Free Nolo Online Trust” icon on my desktop, so I clicked that, then had to register, etc. But I kept getting a screen where it wanted to charge me the retail price for the “free trust”. I tried a variety of things to rectify the problem, including sending an email to them. I didn’t get a response, so I used their online chat. They had to enter my free registration directly from their end to get it to work. So if you have the same problem, that’s what you’ll have to do. It works fine now. Included with the software is a little book “Your Little Legal Companion”. I wasn’t too impressed with it. It seemed more like an attempt at humor rather than a serious guide to help you through legal problems. I haven’t gotten far enough into the process to rate it any further, but I’ll adjust my rating as things develop.Ok, it’s been a long time since I bought this program, but I’ve made my will & can now give a worthwhile review. The part where you actually make the will is surprisingly easy and straightforward. But, and this is not any fault of the publisher, you need to expect to do an enormous amount of background reading on each topic, topics which are available for you at each step of the process in the software. Actually, that is perfectly reasonable since you don’t have an attorney sitting across a table from you guiding you and understanding your background. You need to educate yourself on the pertinent laws and ramifications of the choices available to you before you make your will. So, yes, the amount of reading to complete the will correctly is imposing but well worth the effort. I feel well-educated now and want to let everyone know that I heartily endorse this product.


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