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Quicken WillMaker Premium 2012 with Living Trust Maker Software

by Nolo
Platform : Windows
3.7 out of 5 stars 40 customer reviews

Available from these sellers.
1 new from $44.91 1 open box from $15.00

Product Description

Quicken WillMaker Premium 2012 helps you create a customized estate plan, quickly and easily. Along with documents for Legal Will, Financial Powers of Attorney, Final Arrangements, and Executor Documents, this software includes helpful finance, home, and family documents, as well as bestselling estate planning, retirement, and personal finance resources. From estate planning documents to personal finance documents, this software will help you save your family money, time, and unnecessary stress while letting you make your wishes known. Complete important documents at your own pace and tailor them to suit your situation with Quicken WillMaker Premium 2012.

Product Details

  • Shipping Weight: 1 pounds
  • ASIN: B007NMDFR8
  • Date first available at Amazon.com: March 22, 2012
  • Average Customer Review: 3.7 out of 5 stars 40 customer reviews
  • Amazon Best Sellers Rank: #5,596 in Software (See Top 100 in Software)
  • Product Warranty: For warranty information about this product, please click here

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Customer Reviews

Top Customer Reviews

Verified Purchase
I've used this software to create a Revocable Living Trust (my main objective), Durable Power of Attorney for Financial Affairs, Power of Attorney for Health Care and soon will create a pour-over will to cover everything not already in the Trust. The software was easy to install and use.

It walked me through the entire process, making suggestions and giving examples of the form the data might take. It started out by asking the State to which these documents should apply, and then used only the approved formats for it. Really, this whole process was very similar to using Tax Return software.

I am very pleased with the results, especially since it cost only 1%-10% of what an attorney would have charged for the same thing.
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Verified Purchase
Willmaker is a good product. I found the question/answer process straightforward. There was plenty of guidance on the complexities of each question. It does take a while to go through the process - set aside a couple of evenings.
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Verified Purchase
The best I could score was a 3. This is due to the very limited capability of the 2 main programs, Will Maker & Trust maker. Their capability are limited to very basic documents. There's no ability to differ from the basic program.

I'm most interested in creating a Revocable Living Trust. This is to be a joint trust, husband & wife. Program only permits a joint trust to be created is if both trustmakers serve as trustees which might not be possible due to inability of one trustmaker to serve as trustee. Being seniors, we want to make provisions for our grandchildren. Our children are still building their families, future grandchildren are possible. No provision to state yet to be born grandchildren are to be beneficiaries as well as those alive at this time. What do you do about the spouse or former spouse of one of your children if that child is not alive at the time of your death? How do you address the needs of a grandchild under these circumstances? This program can't address these real world situations. Noticed several times the program and manuals say "go see an attorney."

I have some experience with professionally drawn up trusts. The core trust Doc for my folks was >60 pages in length. The sample TurstMaker shows is 6. Seems to me something is missing in the 10 fold difference in Doc length and it could be something important in hindsight.

These basic capabilities may be adequate for some but I suspect many of those savvy enough to be thinking about Estate Planning will find the program lacking.

As for the other modules, health care directive, POA, etc. they look more useable to a wider audience.

Wish the program was more flexible so it could handle a broader spectrum of needs.
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Verified Purchase
The price was right. I started with an attorney visit for my trust. Since the attorneys used canned software and charge a %^$# fortune, I decided to take a different route and try Legal Zoom.com. After battling with the "experts" at Legal Zoom and realizing that they were clueless and would not release an electronic editable file, I checked online and found Nolo. This package contains everything and more. Fortunately I have a background in the review of legal documents and am fluent at reading and understanding legalese.

In the wrong hands this software could be disastrous. You could easily end up with a document that is about as legal as a contract scratched on a wet paper napkin. However, with some reading and patience, this software was used to create a fine Revocable Trust, pour over will, detailed arrangements for the dispersal of my cremated remains as well as a detailed living will that tells them when it's okay to pull the plug on me.

Basically I input all of the data and then exported the information to an editable file.

This is an addendum to my original review. My father had his trust done professional my a family law attorney. With updates he has so far paid over $3000. My trust, prepared with Nolo, is nearly identical.
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Verified Purchase
I like the fact that this came bundled together. With the idea that you don't want to put every checking or savings account and debts (i.e. Auto Loan, Credit Cards, etc.) in a Living Trust but would still like the Trust to manage the settlement of debts and assets prior to distribution, you can setup your Will to transfer these assets and debts to your Trust in the event of your death. You actually need both for a complete setup.

I would also recommend you take the final draft to a Lawyer for review prior to putting in effect. What this package does is help to put your thoughts in order and directs you with the leg work which will save you $ with the Lawyer. You were going to have to do the leg work anyway.

Now I lay me down to sleep,
I pray the Lord my soul to keep.
If I should die before I wake,
I pray the Lord my soul to take.
Amen
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Verified Purchase
Good tutorial, product was received in "New Condition" and on time! After answering the questions the software does the rest in formatting and syntex. I would buy this product again!
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Verified Purchase
I used a previous version of WillMaker in the past and, having been happy with that version, thought this would be a good value since it also came with a Living Trust Maker. Unfortunately the Living Trust Maker isn't a separate application at all, as depicted in the product image showing a separate piece of boxed software. Instead it's a limited time offer (now expired) to create an account on their web site and, I assume, create a Living Trust. But once I'd finally gotten the time to create a new will, then attempted to do the Living Trust, I was simply shown a dialog box that says "Sorry, your copy of Quicken WillMaker Plus is no longer supported, and the free living trust offer has expired."

I suppose if it were several years after 2012 then I would understand; however, I would expect them to honor the purchase for at least a few months after selling it. I'm going to try and contact them to see if they will do so; however, given the experience of another reviewer I'm not hopeful. I will update this review if (hopefully) I'm wrong and they do. In the meantime I'm hoping this review helps someone avoid the same mistake I made.
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