Quicken Willmaker Plus 2008 Edition: Estate Planning Essentials (Book with CD-ROM)
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| Quicken Willmaker Plus 2008 Edition: Estate Planning Essentials (Book with CD-ROM) | |||||||||||||||||||||||||||||
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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: Living Will Health Care Power of Attorney 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. 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. 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. 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. 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. 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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| Reader Reviews 1 - 36 of 36 | |||||||||||||||||||||||||||||
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| 09-01-08 | 5 | (NA) |
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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?
(Review Data Last Updated: 2008-09-03 01:21:52 EST)
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| 08-16-08 | 5 | (NA) |
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Arrived quickly and in good condition. Still reading the book but it seems pretty straight forward and easy to use.
(Review Data Last Updated: 2008-09-02 01:25:27 EST)
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| 08-13-08 | 5 | 2\2 |
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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.
(Review Data Last Updated: 2008-08-17 00:23:54 EST)
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| 07-25-08 | 4 | (NA) |
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The book includes the software for creating the wills and powers of attorney. The software is very easy to use, has excellent help documentation, but it's also somewhat rigid in what one can enter. I would have wanted to see a conditional option, but it is possible to work around it. It also creates printable instructions, letters to executor, and other printable materials, which are as valuable as the legal documents. Overall, a great product!
(Review Data Last Updated: 2008-08-14 00:23:23 EST)
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| 07-24-08 | 4 | (NA) |
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I had put off completing a will for as long as possible due to my frustration in a past experience with the high cost. I have seen one other program but never really used it as it was someone else's but I wanted to do something that was flexible and complete. This product is very simple and easy to use and allows the end document to be viewed prior to printing for any changes that might be needed. These things can be terribly complex or very simple but the program allows for either. I have not even started on the aspects of the program such as trusts or the living wills but I am confident it will be both easy and satisfying. I think they did this one right and I would highly recommend it to anyone that is interested in working at your own speed in the comfort of your own home.
(Review Data Last Updated: 2008-08-14 00:23:23 EST)
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| 07-17-08 | 5 | (NA) |
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This step by step software program and book make writing a will a much easier task. The book is also a great resource for answering many of the questions you might have about wills and trusts. The program also provides great one stop shopping for other important documents such as a durable power of attorney and health care directive. Highly recommend it for anyone who wants to write any of these important documents.
(Review Data Last Updated: 2008-07-25 00:22:51 EST)
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| 07-17-08 | 5 | (NA) |
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It took me very little time to put together my will. It was so easy, almost effortless. I have two children and needed to include care information etc. for them. This book and software took care of all of my questions. A local lawyer was going to charge me $$$$ so you can imagine how good it felt to buy this package, put together an accurate and comprehensive finished will, and know I spent so little to do it! Really great.
(Review Data Last Updated: 2008-07-25 00:22:51 EST)
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| 07-15-08 | 5 | (NA) |
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The software was very easy to use. It provided step-by-step instructions for creating your documents. I didn't think I would use the book that came with it, but the book was very informative.
I highly recommend this product to anyone looking to make their will, living will, power of attorney or other final arrangements. It is comprehensive, tailored to the state you live in, and easy to use. (Review Data Last Updated: 2008-07-17 12:30:30 EST)
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| 07-12-08 | 1 | 1\1 |
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This product won't work on a macintosh OS w/o an "emulator" program.
The manufacturer says... "If you have a PC emulator (such as either Virtual PC or Guest PC) on your Mac, you can install and use this program. Be aware, though, that this configuration is not supported by Nolo Technical Support." (Review Data Last Updated: 2008-07-15 12:56:02 EST)
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| 06-16-08 | 5 | (NA) |
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The WillMaker Plus was deffinately a good investment. It enabled me to make new wills for both my wife and myself with ease. It is very "user friendly". The WillMaker Plus saved me money from the very first time I used it.
(Review Data Last Updated: 2008-07-12 00:22:03 EST)
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| 06-09-08 | 4 | (NA) |
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Very informative and thorough. A must have even if you are using a professinal to draw up your will
(Review Data Last Updated: 2008-06-17 00:22:55 EST)
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| 06-09-08 | 5 | (NA) |
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With some creativity in the language along with a
simple understanding of a Living Trust, it is very easy to create and save a bundle in service costs. As a matter a fact finding a professional source that keeps things simple and straight forward is not easy to find. This book will give you an excellent understading of the process of the documents it addresses, I would highly recommend this product to anyone who has an intrest. (Review Data Last Updated: 2008-06-17 00:22:55 EST)
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| 05-29-08 | 5 | (NA) |
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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.
(Review Data Last Updated: 2008-06-09 00:23:34 EST)
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| 05-25-08 | 3 | (NA) |
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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. (Review Data Last Updated: 2008-05-30 01:16:30 EST)
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| 05-21-08 | 5 | (NA) |
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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.
(Review Data Last Updated: 2008-05-26 01:16:29 EST)
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| 04-18-08 | 4 | (NA) |
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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.
(Review Data Last Updated: 2008-05-22 01:12:24 EST)
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| 04-17-08 | 5 | (NA) |
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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.
(Review Data Last Updated: 2008-05-22 01:12:24 EST)
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| 04-07-08 | 5 | (NA) |
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Excellent program for anyone writing a will, living will, living trust and powers of attorney. It's easy and can be updated anytime. Just do your work stop and think about things then come back and do some more until completed. You have a complete review at the end before you have it notarized at a bank instead of being ripped off by a lawyer. Everything is saved until you want to update for changes in your future. The program makes you aware of many additional things such as your property, estate and advice on beneficiaries. This Willmaker 2008 takes the guess work out of everything and it is not rocket science. I have compared my finished documents to other relatives who have paid $4,000 and more for the exact same thing. If you make $200k or less...forget the lawyers and save your money. It's so easy...I give it 5 stars. What a relief to have this done and at my fingertips for the future if needed.
(Review Data Last Updated: 2008-04-16 13:32:34 EST)
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| 04-05-08 | 4 | (NA) |
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Fit my needs - I am a young single female with not many assets, but a house and a car. My parents didn't want me to end up like Terry Schivo, so I wanted to make sure my estate and myself were in good hands if ever I were in a similar situation. This software was easy to use and understand!
(Review Data Last Updated: 2008-04-08 21:06:14 EST)
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| 03-21-08 | 5 | 1\1 |
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Willmaker loaded quickly and I was able to make a draft will in a very short time. The additional information forms were also great - and will be much more helpful to my heirs and executor than the will.
(Review Data Last Updated: 2008-04-05 19:31:04 EST)
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| 03-16-08 | 5 | (NA) |
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I had never used any will making software previous to using Quicken Willmaker. It seems to do exactly what it was designed for...the creation of all necessary estate documents. It forces you to get organized; which is a good thing! It has motivated me and other members of my family to get started on a very important life task. I highly recommend this product. The included book is also an excellent adjunct to the software.
(Review Data Last Updated: 2008-03-22 06:03:09 EST)
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| 03-11-08 | 5 | (NA) |
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I bought this after dealing with my mom's will. I didn't have one yet. I was shocked to see that this software did a better job than her Lawyer did. It has explanations of the different documents and leads you through by asking questions. Worth the price!
(Review Data Last Updated: 2008-03-16 15:52:03 EST)
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| 02-27-08 | 5 | (NA) |
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Easy to understand manual and equally easy to understand CD when creating documents. I highly recommend this product.
(Review Data Last Updated: 2008-03-11 13:23:44 EST)
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| 02-26-08 | 1 | (NA) |
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This Software in my opinion is as bad as it could be. I want to give $25,000 to a charity and it used this exact wording. I leave VanZandt County Humane Society to $25,000 cash from sale of Real Estate located at (address of Real Estate). If $25,000 cash from sale of Real Estate located at (address of Real Estate) does not survive me, I leave this property to VanZandt County Humane Society. That just does not make any sense to me.
That is one example and there's more. Here's one, It put this at the beginning under part 4.Disposition of Property A beneficiary must survive me for at least 45 days to receive property under this will as used in this will, the phrase "survive me" means to be alive or in existence as an organization on the 45th day after my death. I'm concerned that the statement (In existence as an organization could be defined in too many different ways. (Review Data Last Updated: 2008-03-11 13:23:44 EST)
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| 02-26-08 | 5 | (NA) |
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This book covers it all and comes complete with software cd. It was easy to read and to use the software. Tech support is free and convenient. I would definitely recommend this product to any one that had a simple estate and needs a plan. I am very satisfied with this book. Covers wills, trusts, power of attourney, healthcare directive and much more.
(Review Data Last Updated: 2008-03-11 13:23:44 EST)
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| 02-11-08 | 5 | 1\1 |
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An attorney was asking for $1300 to prepare a Trust for us but I decided to try this instead. It was so easy that I had both my Will and Trust made within a half hour. You can prepare other legal documents too.
(Review Data Last Updated: 2008-02-27 04:18:29 EST)
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| 02-08-08 | 5 | (NA) |
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I found this software invaluable when it came time to write my will. As far as I can determine it is most complete in helping one provide all the necessary items for the executor as well.
(Review Data Last Updated: 2008-02-12 04:19:48 EST)
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| 02-08-08 | 5 | (NA) |
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Moving to a new state and getting the small estate ready for retirement. This book and CD do it all and in a very easy to understand format. If you need a will or a living trust or are not sure which, this is the best money you can spend. Makes what should be a simple process actually easy despite the complications of tax codes and laws. Don't hesitate.
(Review Data Last Updated: 2008-02-12 04:19:48 EST)
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| 02-07-08 | 4 | (NA) |
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Good product, gets the job done with a minimum of hassle. The software could be a little more flexible, but overall very much worth the price!
(Review Data Last Updated: 2008-02-12 04:19:48 EST)
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| 01-06-08 | 5 | 1\1 |
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I bought the 2008 version from Amazon and I could not be happier. The book is written at a perfect level for my situation and taught me a great deal about not only wills but also final arrangements and powers of attorney. Anyone who has used Turbotax will be familiar with the sequential screens the software uses to prompt for information while explaining each step. I don't know why anyone would buy the software alone for $13 more than this combo of book and software for $31. The 556 page book is a really nice bonus.
(Review Data Last Updated: 2008-01-23 19:57:58 EST)
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| 01-05-08 | 5 | 2\2 |
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I bought the 2008 version from Amazon and I could not be happier. The book is written at a perfect level for my situation and taught me a great deal about not only wills but also final arrangements and powers of attorney. Anyone who has used Turbotax will be familiar with the sequential screens the software uses to prompt for information while explaining each step. I don't know why anyone would buy the software alone for $13 more than this combo of book and software for $31. The 556 page book is a really nice bonus.
(Review Data Last Updated: 2008-02-08 01:20:11 EST)
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| 01-02-08 | 1 | (NA) |
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An attorney I know told me that self-made wills are no good in the state of Tennessee! Be sure to check your state laws before making this purchase!
(Review Data Last Updated: 2008-01-06 14:28:20 EST)
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| 01-01-08 | 5 | 1\1 |
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If you are even thinking about preparing a will, you must get this book. It has a wealth of information, plus it has the software you need to prepare the will as an added bonus. You get all this at a relatively low price. It will not help you if you are considering a living trust, but going through the process of preparing a will gives you all you need for a trust. I suggest you see an experienced attorney for that. However, for a will, nothing beats this book/software combo.
(Review Data Last Updated: 2008-01-06 14:28:20 EST)
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| 12-13-07 | 5 | (NA) |
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I bought this book based on the reviewers ratings. The friends that have reviewed the book were very impressed. It is more detailed than I thought.
(Review Data Last Updated: 2008-01-01 19:47:48 EST)
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| 12-06-07 | 5 | (NA) |
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Quicken Willmaker Plus 2008 seems to be a very thorough answer for doing it yourself estate planning. The CD has all the forms a person would ever need, even forms beyond estate planning. The book seems to cover in detail all aspects of estate planning for the do-it-yourselfer.
But lets face it, buying a great product like this isn't going to get the job done. My book has been sitting on my dresser for a month. I hate the thought of paying a lawyer some outrageous fee, so I bought the book. It's a fine product. Now I need an extra jolt of motivation to get my butt in gear. Bottom line: the product is probably the best, excellent quality, price. But it is not the weak link here, we, you and me, are the big question. (Review Data Last Updated: 2007-12-12 22:28:08 EST)
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| 09-25-07 | 5 | (NA) |
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Probably the best product available. I bought the book plus CD. The book is very detailed and covers most topics you would want to know about in case you pass on. I feel I have a good understanding of the process. Estate planning is somewhat complex and takes time. You must read the book before plugging in the software so you will understand the major decisions you must make.
This package will crank out straight forward, no nonsense wills and related paperwork that is valid and binding. You do not need a lawyer. However if you have anything complicated or involves many conditions, you better pay the lawyers fees. (Review Data Last Updated: 2007-12-08 00:04:31 EST)
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