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Quicken Willmaker Plus 2008 Edition: Estate Planning Essentials (Book with CD-ROM) | Editors of Nolo | Quicken WillMaker Plus 2008
 
 


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Quicken Willmaker Plus 2008 Edition: Estate Planning Essentials (Book with CD-ROM)
Editors of Nolo

NOLO, 2007 - 556 pages

average customer review:based on 47 reviews
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     highly recommended  highly recommended



America's No. 1 estate planning book with interactive CD-ROM software helps you create a will, living trust, living will -- and much more .

Help protect your family and your assets, and save on legal fees! Quicken WillMaker Plus Estate Planning Essential 2008 Edition provides the legal forms you need. So comprehensive, the CD-ROM assembles your forms from among 40,000 document possibilities -- but so easy to use, you'll have them finished in minutes.

Quicken WillMaker Plus Estate Planning Essential 2008 Edition includes a full "health care power of attorney." Dictate the health care you wish to receive if you can't speak for yourself, and be assured that your loved ones won't have to second-guess themselves!

Create your own:

Will
Living Trusts, including an AB Trust

Health Care Directive:
Living Will
Health Care Power of Attorney

Financial Powers of Attorney
Final arrangements document
Important documents for executors

The CD-ROM also provides forms you can use every day, such as authorizations and agreements, child and elder care forms, promissory notes and documents to help you repair your credit.

For each document, Quicken WillMaker Plus Estate Planning Essentials 2008 Edition takes you through a step-by-step interview. Your documents will automatically reflect the laws of your state. If you have any questions, simply check out the comprehensive onscreen legal manual. Expert tech support is also available.

Need to know more? Here are in-depth details about what you can do with Quicken WillMaker Plus Estate Planning Essentials 2008 Edition:

Your Will

Provide for family, friends and charities. Name a personal guardian to care for young children. Specify the executor (or "personal representative") of your estate. Select a trusted person to manage property left to young people. Revise and update your will whenever you like.

Your Living Trust

Make a basic trust, whether you're married or single. If married, you can create a AB trust (or bypass trust) and spare your heirs from potentially heavy estate taxes. Create subtrusts for minor children and young adults. Name custodians for property left to children. Change or revoke your trust at any time.

Your Health Care Directive lets people who care for you make important decisions about your life and health when you can't. Create a:

Health Care Power of Attorney Permit a loved one to make important medical decisions for you if you are unable to do so yourself.

Living Will

Specify whether you want your life prolonged through artificial means. Appoint someone to make sure your wishes are carried out.

Your Financial Power of Attorney

Name someone to make your financial decisions, in case you are medically incapacitated. Don't worry, you can grant as much authority as you wish.

Your Final Arrangements

Plan a funeral or other ceremony. Clarify whether you want a cremation or burial. Select someone to oversee your final arrangements -- and more!

Documents for Your Executor

Make sure your executor ("personal representative" in some states) has all the forms and instructions he or she needs to do the job: Checklists, letters, notices, claim forms -- and more.

Personal Finance Documents

Over a dozen forms that let you handle financial situations you might face on any given day, such as disputing a credit card charge, lending or borrowing money to friends or family, creating bills of sale -- and more!

Home & Family Documents

Whether you need to authorize someone to travel with your child to another country, want to lend your car to a friend, or create an agreement with a trusted person to take care of your elderly parent, Quicken WillMaker Plus can handle all these family situations -- and many more!

Estate planning documents not valid in Louisiana.


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Book offers helpful overview; CD is easy to use

The book offers a great overview of various estate-planning issues and is organized to let you skip those sections that don't pertain to you. I was able to draft a simple will in about 30 minutes.


Quicken WillMaker Plus 2008

Highly recommend this product to anyone wanting to prepare their own Will and assign Power of Attorney to someone you trust to make medical, and financial decisions when you are unable to. Great book and software, covering all the basics in Estate Planning; step by step; easy to use.


Nolo Customer Service Very Helpful

Book came with CD-rom cracked. One call to Nolo, even though I bought from Amazon, and they are mailing me a new CD-rom and emailing me the program. Less than five minutes on the phone and so pleasant. That kind of service is rare these days. Hope the product proves as good as the customer service.


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Comprehensive do-it yourself guide

Not a substitute for law school but clearly answers the call for a mainstream approach to standard legal needs for most common issues. It will also broaden the basic technical knowledge required to understand basic legal aspects. Without a doubt not only a good "reference" guide but also a useful tool. Highly recommend it.


Meets expectations

Don't buy WillMaker toward the end of the year unless you are sure you will complete all your documents prior to the end of the year. Printing a document in 2008 with WillMaker2007 caused the software to produce a statement on the first page to the effect that I was using an out-of-date product and it may not comply with law. Of course, the updates from WillMaker cost more than purchasing WillMaker 2008 from Amazon.
WillMaker does a good job producing the required documents and is user-friendly. The will it produces has built-in obsolescence that is not necessary. (ie. If you are predeceased by your children, Willmaker allows only those grandchildren you have "named" to be contingent beneficiaries. This is fine unless a new grandchild is born after you've prepared your will, in which case you have to prepare a new will. This inconvenience could have been eliminated with the proper language by Willmaker, but they want you to have to purchase another year's version of the software.) Still, the software does the job and is cheaper than an attorney.


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reviews: page 1, 2, 3, 4, 5, 6, 7, 8, 9, 10



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