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Quicken WillMaker Plus 2010

WillMaker Plus 2010Larger view of WillMaker

Pub. Date: August 2009
Edition: 2010
ISBN: 093371371824
Forms: 51 forms
Platform: Windows
More about WillMaker
Requirements for Use


"By far the most comprehensive program we reviewed, offering guidance on everything..."

USA Today 

Register online and get living trust software for just $1—an $89 value!

PLUS! When you register your software, you'll receive a coupon to create a living trust online for only $1. And, as a special bonus, download a free copy of the bestseller, Estate Planning Basics.

FREE Bonus—a $19.99 value!

Enjoy a FREE copy of Easy Letters: More than 2,200 ready-to-use letters to help you write like a pro.

WillMaker Summary

Write your will with America's No. 1 estate planning software!

Help protect your family and your assets, and save on legal fees! Quicken WillMaker Plus 2010 provides the legal forms you need to create an effective estate plan. So comprehensive, the software assembles your forms from among 40,000 document possibilities -- but so easy to use, you'll have them finished in minutes.

PLUS! When you register your software, you'll receive a coupon to create a living trust using Nolo's Online Living Trust for only $1. And, as a special bonus, download a free copy of our bestseller, Estate Planning Basics.

Simply launch Quicken WillMaker Plus and create the following documents in minutes:

  • Will
  • Health Care Directive:
    • Living Will
    • Health Care Power of Attorney
  • Financial Powers of Attorney
  • Final Arrangements Document
  • Important documents for executors

The software also provides forms you can use every day, such as authorizations and agreements, promissory notes, and child and elder care forms.

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

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

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 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 (or "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 lending or borrowing money between friends or family, creating bills of sale, ending a credit card account -- 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.

List of Forms

All forms are completed through a step-by-step interview, which customizes a document based on your answers. Completed documents can be printed directly, or exported to an RTF document, which can be opened in any word processor.

Wills

  • Will
  • Self-Proving Affidavit (for Will)
  • Letter to Executor

Leaving Others in Charge

  • Health Care Directive (Living Will & Power of Attorney)
  • Durable Power of Attorney for Finances
  • Special (Limited) Power of Attorney for Finances
  • Information for the Attorney-in-Fact
  • Delegation Form for Attorney-in-Fact
  • Resignation Form for Attorney-in-Fact
  • Revocation Form for Recorded Durable Power of Attorney for Finances
  • Revocation Form for Unrecorded Durable Power of Attorney for Finances
  • Revocation of Health Care Directive
  • Revocation of Power of Attorney
  • Final Arrangements Letter

Documents for Your Executor

  • Affidavit of Domicile
  • Employee Death Benefits Letter
  • Executor's Checklist
  • Executor's Letter to Financial Institution
  • General Notice of Death
  • Notice to Creditor of Death
  • Notice to Homeowners Insurance Company of Death
  • Notice to Vehicle Insurance Company of Death
  • Request for Life Insurance Claim Form
  • Request for Life Insurance Proceeds

Personal Finance Documents

  • General Bill of Sale
  • Promissory Note (Amortized Monthly Payments)
  • Promissory Note (Balloon Payment)
  • Promissory Note (Payments of Interest Only)
  • Promissory Note (One Lump Sum Payment)
  • Security Agreement for Borrowing Money
  • Notice to Terminate Joint Credit Card Account
  • Notice to Put Name on Do Not Call List
  • Cancel Membership or Subscription

Documents for Home and Family

  • Child Care Agreement
  • Child Care Instructions
  • Authorization for Minor's Medical Treatment
  • Authorization for Foreign Travel With Minor
  • Temporary Guardianship Authorization for Care of Minor
  • Elder Care Agreement
  • Pet Care Agreement
  • Housekeeping Services Agreement
  • Housesitting Instructions
  • Authorization to Drive a Motor Vehicle
  • Property Inventory Worksheet

Press Reviews

"By far the most comprehensive program we reviewed, offering guidance on everything..."
USA Today
"Walks you through making a will and provisions you need to consider for your situation."
CBS News
"Quicken WillMaker Plus... was easy to install from a CD, and we found the interview-style format intuitive. We found it the most complete of the five products we tried."
The Wall Street Journal
"From a group of tough critics, Nolo's WillMaker got the most praise... superior on every front."
Kiplinger's Personal Finance Magazine
"Which software did I like the best? No contest.... If you're looking to write a will, I highly recommend WillMaker."
Eric Tyson, author of
Personal Finance for Dummies
"Write your own will using a software product such as WillMaker."
ABC News
"Easy-to-navigate program offers impressive depth in several areas.... Resulting document suggests legal heft."
Christian Science Monitor
"WillMaker is such an easy-to-use program that users may never need to look at the manual... refreshingly painless."
Fortune
"The most... comprehensive and widely praised of the will writing programs."
Chicago Tribune
"The difference: the software costs $45; a lawyer typically charges $500."
Associated Press
"More than worth the $49.99 price... easy to use and install."
Black Enterprise
"The level of detail and complexity anticipated by the program makes WillMaker one of the leading legal-advice programs on the market."
Inc.
"The most sophisticated legal software on the market."
Worth
"While each screen in WillMaker Plus is packed with reading material, the program is straightforward and assuredly resourceful."
PC World
"Even if you know you should see a lawyer... [WillMaker's] question-and-answer technique can help you sort through the options."
BusinessWeek
"When creating an estate plan or will, there are several things you need to know. This software can help you understand the process and answer many questions..."
About.com
"Includes a long list of documents, from a basic will to a living trust."
The News Journal
"The interface is tasteful and intuitive, and the content is rock solid. You'll feel like you're in good hands."
Laptop Buyer's Guide & Handbook
"Will help you identify whether you need a lawyer."
Indianapolis Star

Customer Reviews

This program helped me tremendously with updating our wills -- made it fast and simple. I love it!
KT, 
Emory, TX

If I'd known it would be so easy, I'd have done our wills long ago....
JV,
Windsor, CA

Very user friendly... great program and easy for non-computer people to use.
MM,
Flower Mound, TX

That was easy! Thanks so much for helping to give us piece of mind without costing us the whole pie!
 MF,
Arkansas

WillMaker System Requirements

CD-ROM enclosed
Computer: Pentium 400 MHz
Operating System: Windows Vista / XP
Memory: 512 MB RAM
Hard Disk Space: 22 MB (24 MB to install)
Monitor: 1024 x 768 with 16-bit color
CD-ROM drive: 2X Speed 
Internet Connection: 56 Kbps modem required to access online features
Printer: Any printer supported by Windows Vista / XP
Software: Microsoft Internet Explorer 6.0 or higher; Adobe Acrobat Reader (optional); spreadsheet program (optional).

 
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