Quicken WillmakerReviews of willmaker.com

Review for Nolo: Being halfway through end-of-life planning, here is what I would have liked to have known when I started: 1. Read Liza W. Hanks excellent Nolo book on California estate planning. She’s the best. Then read it again, take notes, figure out if you know what you are doing. Skim it a third time, seriously. Understand POD/TOD, for example. 2. Only then get Nolo’s 2023 Willmaker and play with it, reading excellent dropdown menus, enjoying their programmed text that leads you only where you need to go. If you don’t do #1 first, you will be frustrated: like teaching a pig to dance. 3. Print out the results and if they do what you want, go to the witness-notarize step. Congratulate Self. Then do the rest—funding, writing memo to trustee with password to computer, etc. 4. Or—transfer to WORD and edit for anything you want to tweak.. Nolo does not recommend this. I just typed it all over because there were a few things that didn’t work, an exercise. 5. Plan for this to take more time than you thought. But do it anyway. You are not immortal. I paid a law firm for their package and got a Boat Anchor of irrelevant and unreadable boiler plate. Whatever you decide about legal hand-holding, do the Hanks/Will-maker exercise first or you will get whatever flavor of trust the lawyer likes. Maybe not your flavor.

Software needs more optional clauses, such as a will contest clause. POA should have a section to write in specific additional powers given. AHC layout and selections are confusing. I must add that I appreciate that that 2022 has improved over prior versions. This is my constructive feedback.

Getting Willmaker was a mental gamechanger for me. As I had to step into the role of Power of Attorney for my parents and also ensure their wants and needs were clearly understood, having Willmaker allowed me to take my time and understand more about the legal process and how to safeguard my parents' assets. Not only did I handle POA, but I was able to formalize my will along with my husband. I understand this can be a daunting process for a lot of people (me included!), but this software is amazing. It gave me a lot of confidence in my approach to future planning and I was able to help multiple members of my family, not just me.

This is the third version of Quicken Willmaker I've purchased. Obviously, I've been pleased, or the purchase would not have been repeated. Interaction with the software is easy and intuitive.

I found the software easy to use. The UI shows a lot of product maturity - consistency, tailored explanatory help topics, information retrieval from contacts (optional), repeat data field auto-fills, etc. It simply asks for the information it needs to know for the form and then produces it. I especially like the follow-up - each form included what to do next (step-by-step) and what to do if you want to change or revoke the document in the future. I'm very happy with my purchase and the end result.

I have been using Willmaker. pro for many years. The 2023 edition is a superior resource for preparing wills and other key documents essential for managing estate or personal crisis issues. It remains the go to gold standard for wills and other key personal. documents. Henry Flood Delegates of the Word, Inc. --a Catholic social service agency

Have not received all my downloads or CD disc.

I had been delaying putting my Will together but Quicken WillMaker made it happen! First, I was familiar with the Quicken name and that comfort prompted me to look at WillMaker. Second, having a textbook to review was helpful. Third, and final, the online program was extensive but easy to navigate...and I got it done!