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Quicken WillMaker Plus 2008

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QuickenŽ WillMaker Plus 2008
 
QuickenŽ WillMaker Plus 2008

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ISBN: 0-93371-37815-1

Just Released... New 2008 edition.

Includes 58 forms


 

 System Requirements:

CD-ROM enclosed
Computer:
Pentium 133 (Pentium II 300 recommended) 
Operating System: Windows 98 / 2000 / Me / XP 
Memory: 32 MB RAM (64 MB RAM recommended) 
Hard Disk Space: 18 MB (23 MB to install) 
Monitor: Super VGA (800x600) with 256 colors (16-bit color recommended) 
CD-ROM drive: 2X Speed 
Internet Connection: 14.4 Kbps modem required to access online features (56 Kbps recommended) 
Printer: Any printer supported by Windows 98 / 2000 / Me / XP 
Software: Microsoft Internet Explorer 5.0 or higher. Adobe Acrobat Reader (optional).

$ System Requirements
$ Summary
$
List of Forms
$ Customer Reviews
$ Press Reviews

 

Summary

America's No. 1 estate planning software helps you create a will, living trust, living will -- and much more!

Help protect your family and your assets, and cut legal fees! Quicken WillMaker Plus 2008 provides the legal forms you need. 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!

Simply launch Quicken WillMaker Plus to create your own:

  • legal will
  • living trusts, including an AB (bypass) trust
  • living will (health care directive)
  • financial powers of attorney
  • documents for your executor
  • authorizations and agreements
  • child and elder care forms
  • promissory notes
  • credit repair documents
  • and more

For each document, Quicken WillMaker Plus 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:

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.

Health Care Directive lets people who care for you make important decisions about your life and health when you can't. Create a:

  • NEW! 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 -- and appoint an alternate in case that person cannot serve. 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.

 

List of Forms

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

Wills and Living Trusts
Will
Self-Proving Affidavit (for Will)
Letter to Executor
Individual Living Trust
Shared Living Trust
AB Trust (aka Bypass Trust)
Certification of Trust
Assignment of Property (to Trust)
Reverse Assignment of Property (from Trust)
Revocation of Living Trust
Amendment to Living Trust

Leaving Others in Charge
Living Will (aka Health Care Directive)
Durable Power of Attorney for Finances
Information for the Attorney-in-Fact
Physician's Determination of Incapacity
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
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 Social Security Administration After 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 and Consumer Documents
General Bill of Sale
Special (Limited) Power of Attorney for Finances
Revocation of Power of Attorney
Dispute Credit Card Charge
Request for Credit Report
Request Correction of Credit Report
Request Correction of Credit Report: Follow-Up
Request Correction of Creditor's Records
Creditor Verification Letter
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
 

 

Press Reviews

 
"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
"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
"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

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 know 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

 

 

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