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.
Excellent product | Customer Rating: |
| For around $30 this was a great and thorough product. It was really easy to use. I read the first two chapters and felt like I had the information I needed and was able to create the will I wanted (very basic) in about a 1/2 hour on the computer. The book and software cover all sorts of things much more complicated. I highly recommend the product! |
Quick and Simple | Customer Rating: |
| My husband and I have been putting off creating a will for years; but with the birth of our second child, we realized how important it was to have one to insure that our children would be cared for by the people we chose. WillMaker Plus was extremely easy and straightforward to use. The program utilizes a simple interview process where you go through a series of screens answering questions. In about 40 minutes, I had a will created for both my husband and myself. With a simple click, the software can create a duplicate of your will for your spouse and automatically swap the names where appropriate. I've highly recommended this product to my family and friends who just like me have been postponing creating or updating their own will and I will continue to recommend it to others. |
An excellent purchase | Customer Rating: |
| My husband and I purchased our first home a year ago. We knew that it was important to put together a will, and we also wanted to draw up health care power of attorney documents. I called a bunch of lawyers to get an idea of how much these simple legal documents would cost, and I was blown away that the quotes ranged from $750 - $1,000. That seemed pretty ridiculous, especially considering the fact that my husband and I have no children, and therefore our documents would be pretty straightforward. I did a lot of research and determined that do-it-yourself will programs are just as legal as documents drawn up by a money-sucking lawyer, as long as the documents are filled out correctly and properly witnessed. Quicken Willmaker Plus has received rave reviews from consumers, media critics, and even attorneys, so I decided to try it. I can't tell you how pleased I am with this purchase. The software is easy to install and understand, and we had all our important documents created in no time at all. The Willmaker software also comes with a companion book that delves more into the legal terminology and requirements in a way that's very interesting and also easy for people to understand. It's easy to store these documents, create identical wills for your spouse, and make any updates as needed. I highly recommend this product to everyone, especially those people with relatively simple estate planning needs. (If you have kids, you may need to go to one of those greedy lawyers after all just to make absolutely sure your children will be taken care of.) Not only is this a quality product, but it also saved me about $970! What more could you possibly ask for? |
Willmaker | Customer Rating: |
| Arrived quickly and in good condition. Still reading the book but it seems pretty straight forward and easy to use. |
Exceptional | Customer Rating: |
| I recently purchased this to upgrade my will and had all the usual worries about the makers screwing up a good product. I am happy to say that it's as easy to use as the one I am replacing. You never get swamped with legalese and if you have a question it is easily answered. A great buy for peace of mind. |