Quicken WillMaker Plus 2004

by Nolo

Product Details

• Shipping Weight: 15.2 ounces
• Shipping: This item is also available for shipping to select countries outside the U.S.
• ASIN: B0000ALRVV
• Date first available at Amazon.com: July 11, 2003
• Average Customer Review: 4.1 out of 5 stars  See all reviews (7 customer reviews)
• Amazon Best Sellers Rank: #6,528 in Software (See Top 100 in Software)
  • #26 in Software > Business & Office > Legal
• Discontinued by manufacturer: Yes

Product Description

From the Manufacturer

Help protect your family and your assets, and save on legal fees! Quicken WillMaker Plus 2004 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:

will
living trusts, including an AB (bypass) trust
financial powers of attorney
healthcare directive (living will)
documents for your executor

authorizations and agreements
child and elder care forms
promissory notes (NEW)
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 legal manual. Expert tech support is also available.

More details about what you can do with Quicken WillMaker Plus:

Your Will

Provide for family, friends and charities
Name a personal guardian to care of young children
Specify the executor 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 use an AB (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
Your Financial Power of Attorney

Name someone to make your financial decisions, in case you are medically incapacitated
Appoint an alternate in case that person cannot serve
Grant as much authority as you wish
Your Living Will (Healthcare Directive)

Outline medical procedures that you want provided
Specify whether or not you want your life prolonged through artificial means
Appoint someone to make sure your wishes are carried out
Your Final Arrangements

Plan a funeral or other ceremony
Clarify whether you want a cremation or burial
Select someone to oversee your final arrangements
Documents for Your Executor

Request for Death Certificate
Affidavit of Domicile
Executor's Checklist
Executor's Letter to Financial Institutions
Notices to Insurance Companies
Life Insurance Claim Form Request
and more
Legal Forms for Daily Use

Temporary Guardianship Authorization for Care of a Minor
Authorization for Foreign Travel with Minor
Authorization for Minor's Medical Treatment
Authorization to Drive a Motor Vehicle
General Bill of Sale
Child Care Agreement
Child Care Instructions
Elder Care Agreement
Pet Care Agreement
Membership or Subscription Cancellation Notice
Special (Limited) Power of Attorney for Finances
Notice to Terminate Joint Credit Card Account
Housekeeping Services Agreement
Notice to Put Name on Do Not Call List
Forms for Borrowing or Lending Money

Promissory Note (Installment plan)
Promissory Note (Balloon payment)
Promisorry Note (One lump-sum payment)
Promissory Note (Payments of interest only)
Security Agreement
Estate planning documents not valid in Louisiana. Not compatible with Quicken Family Lawyer, Quicken Business Lawyer or Quicken WillWriter.

Product Description

Quicken WillMaker Plus 2004 provides you with the legal forms you need to help protect your family's future. Each interactive form takes you through a step-by-step interview - Quicken WillMaker Plus assembles the documents you need based on your answers. Includes Wills and Living Trusts, Healthcare Directives, Powers of Attorney, Child and Elder Care Agreements, and more!

See all Product Description

Customer Reviews

Most Helpful Customer Reviews

152 of 152 people found the following review helpful:

5.0 out of 5 stars Still the best for estate planning, August 12, 2003

By 

Gadgester "No Time, No Money" (Mother Earth) - See all my reviews
(HALL OF FAME REVIEWER)   

This review is from: Quicken WillMaker Plus 2004 (CD-ROM)

Nolo's WillMaker returns to its roots by changing its name back to the original. WillMaker Plus 2004 is an update to Quicken Lawyer 2003. You still get a bunch of general-use legal forms (such as complaint letters, in case, say, you don't like the software!), but what the program really shines is still in estate planning. Through a Q&A process, you can write your own will. I recommend you make a list of your major assets before starting the will-making session, because that'll make things a total breeze. The program includes clear instructions to guide you through the process. You can also create other estate planning forms for things like living trusts, power of attorney, etc. I have always felt the price for the program was a bit high, and still think so, but if you want a comprehensive suite of will-making tools, this is simply the best.

128 of 131 people found the following review helpful:

5.0 out of 5 stars Very handy software.. almost a must-have, October 24, 2003

By 

Shkshk (Pflugerville, Texas United States) - See all my reviews

This review is from: Quicken WillMaker Plus 2004 (CD-ROM)

I must say that the current developments in Florida and my experience with Quicken software is what pushed me to buy this product. And I am very happy with it as it meets my requirements. Here are some of the reasons why ::-

1) Detailed explanation for each step as you create a document. What each option means ? What is the impact ( from legal point of view ) ? Where are the contradictions ?

2) Legal Manual :: Access to a fairly detailed Legal manual. You can review this while you are creating the document or review it separately.

3) Option to export your document in RTF format. This is useful if you want to print the document from a different computer.

4) Facility to provide a password for your set of documents.

5) Option to create a separate document sets ( say for spouse and self )

6) Has a top level view which provides details about the documents created.

7) Exhaustive list of legal documents.

Now for the sad part. Like all Quicken products, it has to have a bug :-(. "Web update" did not work for me. Removed my proxy setting / server. Still does not work. Comes back with a error message to try it again after 10-15 minutes. Currently left a message with Nolo's technical support.

But to finish it on a high tone. It took me 15 minutes to create my Living Will ( a.k.a Health Care ). I strongly recommend this product.

15 of 15 people found the following review helpful:

5.0 out of 5 stars Safe, State-specific, and cheap compared to an Attorney, October 23, 2004

By 

Jaycee (Portland) - See all my reviews

Amazon Verified Purchase

This review is from: Quicken WillMaker Plus 2004 (CD-ROM)

(...)

I use Quicken's Home & Business and it is pretty glitch-free. The reviews on Quicken's WillMaker Plus 2004 (which includes all the areas addressed in my old Living Trust, e.g., two types of Living Trusts, a new Will in concert with the Durable Power of Attorney documents) were impressive, so I bounced for the software. (...). I am NOT familiar with doing this sort of thing and legalese can be VERY intimidating but WillMaker Plus 2004 makes it so EASY, and until you indicate that you have printed and signed a document created in this program, you can return and change anything over and over again. If you need to amend any information in the future, the program will set you up to do this. Yeah, you still need forms to transfer you home, for example, from your name to your Living Trust name, to change your financial institution's beneficiaries to either the Trust name or "Pay on Death" recipients, but I found I could order these forms on the telephone and they were mailed to me. I actually did it myself in 3 days. What a feeling of accomplishment!

Lastly, if you doubt your ability to create a binding Living Trust with it's requisite components, you can run it by an attorney (1 hour's charge applies) just to make you feel better. You're still financially ahead by a country mile. The least expensive fee for drawing a living trust here in Portland was $1150.00