Quicken WillMaker Premium Home & Family 2018 - Windows & Mac - CD & Download - Includes Get It Together eBook

Quicken Will Maker Premium Home is very detailed which is good for me. It was very easy to comprehend and easy to use (no legal- hard to understand terms). It took a couple of days to complete it, the good thing is that I was able to pick back up from where I left off. It explains my State rules and gives advice on what would be the better decision. Once I put the disk in, it downloaded right away. It also comes with a download key code for those who do not have a CD drive.

Great program and well worth the money. You can do as many wills as you like and the trust part outlines everything for you. Walks even a novice through the process of setting up a will or trust in a few easy steps. This is my 3rd quicken wills program I have owned and made wills with. I am now setting up a trust for all of my property to keep things out of probate for the ease of my kids. I have had to update my will throughout the years as others pass away and new ones are born and Quicken has saved me thousands while giving us peace of mind. We have also wasted money on other programs that promise to do the same thing but none are near as good as Quicken in all of the small details that they seem to catch.

Great program for straightforward wills (simple beneficiary and allocation assignments) .. the "guided tour input" works well for that scenario!Unfortunately, at least in the 2017 version, any deviation from the "simple" beneficiary assignments ... (e.g. distributions to pre-deceased beneficiary spouses/children, percentage distribution vs. fractional distribution computations in program, different secondary/tertiary beneficiary distributions for each primary beneficiary) .. is not permitted under the "guided will" procedure used to simplify this program.I would have liked to be able to include a "hotchpot" clause (used to equalize the total distributions to each beneficiary in the case that some beneficiaries have received cash / property advances over their lifetime, which the remaining beneficiaries have not taken advantage of (this is a VERY common goal of testators with several children having different lifetime financial situations).The only real alternative (other than an estate attorney) is to go through the simple procedure .. and then use a PDF editor to manually alter the will contents.

This software will work for you if you fit the profile that the company has developed. If not, then you face the lack of flexibility to change it to meet your special needs. Before you peruse the ratings on this product, look at the ratings of the other Nolo products that have been on the market longer. You will find statements much like the one I have provided here. In the trash can it goes.

For years I had used the simpler predecessor to this product, but it was written for an earlier version of Windows and no longer works. So I tried this new one. It installed easily and does the job. Prepared my new will in a jiffy. And my son did his as well. This one has more reference material and more depth than the previous version, but seems to lack the "save in Word" capability that would make it even easier to make modest changes.

Family Lawyer interviewed you just like Turbo Tax. This software does not interview you nor does it give you many options if you have special options

The thing is, writing a will or making a trust does involve a lot of decisions, but it does not involve a lot of original legal thinking. In fact, no matter what you or I heard from the last lawyer, we all know they have a "WillMaker" sitting on their computer too. In other words, maybe they did write a will themselves, from scratch, once upon a time, but they certainly don't do it every time another client comes through the door.In fact, it's not that uncommon for me to find (minor) mistakes. That's why all wills and trusts say at the end that if one clause isn't "enforceable," the rest still are. Further, most of what they write has to do with possibilities that will never come up in any one particular case.The HARD part is making all the decisions--yes, you should leave everyone close to you something. No, you should not give everything to your new wife if you have children from (or not from) a previous marriage. Yes, you should mention all your children if you have them.The biggest decision, by far, is who will be your children's guardian if they are minors when you pass. And, yes, you should ask this person first, even if you end up never dying while your kids are not yet legal adults. (Remember, people who are not yet legal adults cannot make decisions independently in the eyes of the law. In fact, they can't even have their own bank accounts!)So whether you want to consult a lawyer or not, you can and should make all these decisions. Even if you make them wrong, it's better than not making them at all. And you will need to get your documents legally "proved"--and either willmaker or a local lawyer will tell you how.Why don't lawyers work with Willmaker documents? Because they have already done the same work themselves, and it might be more risky for them to carefully review every word of a document other than the one they already have, not to mention much less rewarding. In other words, they would want to charge you the same or more to work with someone (anyone!) else's document than their own, so why run that risk?!Of course, if you die, everyone will certainly work with whatever document you actually have, even if another lawyer wrote it or, imagnine!, you did it with WillMaker.Can you modify it after it's written? Of course you can, but again Willmaker doesn't want to be blamed or responsible for anything you have changed that some (other) lawyer might challenge. One of the simplest things you can do is name your trust something different, like "Monkeys of the World family trust" or whatever. This is the sort of thing a lawyer would let you do, although perhaps not "Monkeys of the Bar family trust".Whether you go to a lawyer or use WillMaker, read over what you have written (or assembled!) very carefully. Make sure you understand it. Preferably, have your personal representative (aka "executor") read over it and be sure they understand it, and even better, all you primary heirs. If they've all seen it and they all know they've seen it, any fighting after you are gone will at least be a lot fairer. They also won't be surprised.In all likelihood, when we die, the expected people are going to get what they have coming, for better or worse, and wills and trusts are just practical tools to help facilitate that. If you're reading this, odds are you don't have documents in place for this purpose, so get going and make it happen.If you do already have documents in place, this will help you understand them, and help you decide what you want to change. Whether you use a lawyer's template or WillMaker's is up to you, but making the changes will bring you peace. If you don't know what to change, maybe you should see a good counselor, then once you've come to a good decision, that does bring you peace, either use WillMaker (cheaper) or your favorite lawyer (who has his/her own computers.)If you decide WillMaker can't do what you need, don't take your WillMaker document to the lawyer, but do take your list of decisions and your list of special questions/needs. Lawyers, you see, don't trust each other ;-).

I was wanting to get my will in order and have heard god things about Quicken WillMaker so I ordered it. After getting the program I installed it and immediately downloaded the updates. The program guides you through the idiosyncrasies of making a will specific for the state you live in. I am very pleased with the program and would recommend it to anyone who is actively looking to write their will.