Quicken WillMaker Plus 2011 [Download] [OLD VERSION]

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"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 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. " .../ Quicken WillMaker Plus 2011 [Download] [OLD VERSION] / quicken deluxe

• Simply launch Quicken WillMaker Plus to create the legal documents
• The software also provides proactive cal forms you can use every day to help run your home and keep your family safe

.../ Quicken WillMaker Plus 2011 [Download] [OLD VERSION] / quicken deluxe


Quicken WillMaker Plus 2011 [Download] [OLD VERSION]
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Customer Review :

Slick Software for Basic Will Preparation, Plus Two Valuable Bonuses : Quicken WillMaker Plus 2011 [Download] [OLD VERSION]

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 [[ASIN:1413305601 Nolo's Encyclopedia of Everyday Law: Answers to Your Most Frequently Asked Legal Questions]] 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. There, I created a new account with Nolo, and was taken straight into the Nolo Online Living Trust software. At that time, I did not complete the online living trust.

The next day, I clicked on the same Startmenu link. After logging in, I was presented with a page that said that an online living trust had been "purchased" on a specific date (in my case, the day before). There was an option to "edit", which I clicked, and this took me into the online software so that I could complete the online living trust that had been started. When I got to the end, I downloaded the document. The download is a .pdf document with the trust document and additional detailed instructions for creating and recording all of the documents that are required to establish the living trust. Printing worked fine.

A few minutes later, I clicked the link again, logged in again. This time the page said that I had downloaded the online living trust, but the page still had an "edit" button. When I clicked on that, the software asked whether I had signed and dated my living trust as yet. When I answered "no", the software allowed me to access the online document to make changes. It would not allow me to change the names without contacting Nolo tech support, as a security feature.

If clicking on the icon for the free Nolo online living trust does not work for you, then you might try running webupdate and/or reinstalling the software. If that fails, you should contact Nolo support (see the FAQ in the StartMenu group for the address), because the free online living trust is definitely an included feature.




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