Quicken WillMaker & Trust 2020 Premium | Living Trust | Disc & Download Keycard | Windows & Mac | Nolo's eBook Library (Includes Get It Together + Special Needs Trust + More)
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- Disc and Download KeyCard (with instructions) are included in the factory sealed retail box | No Digital Delivery
- Did you get married, have a baby, or buy a house? You need a will or a revised will | Without one the state will decide who gets your property | Documents reflect the laws of your state | Estate planning documents are not valid in Canada, Louisiana or U.S.Territories
- Nolo's eBook Library: Get It Together - Make Your Own Living Trust - Fiance & Marriage Visas - Renter's Rights - Working for Yourself - 8 Ways to Avoid Probate - Plan Your Estate - Social Security, Medicare & Government Pensions - Special Needs Trust - Estate Planning Basics - Complete IEP Guide - Long Term Care - Neighbor Law - Credit Repair - Saving The Family Cottage - Living Together - 101 Law Forms for Personal Use - Solve Your Money Troubles - Everybody's Guide to Small Claims Court
- Nolo's expert attorneys continuously update Quicken WillMaker & Trust 2020 Premium | Ongoing legal and technical updates through 2020
- Reviews: "...can walk you through making a will and provisions you need to consider for your situation." - CBS MoneyWatch | "Even if you know you should see a lawyer... [WillMaker's] question-and-answer technique can help you sort through the options." - BusinessWeek | "From a group of tough critics, Nolo's WillMaker got the most praise... superior on every front." - Kiplinger's Personal Finance Magazine
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From the manufacturer
A complete Estate Plan for Your Entire Family
Quicken WillMaker & Living Trust 2020 Premium is the easiest way to create your estate plan, whether you're just getting started or you want to update your previous arrangements. This powerful software guides you through the process from beginning to end, giving you the practical and legal information you need to make the best decisions for you and your family. Quicken WillMaker & Living Trust Premium is the original will-writing software, created and updated regularly by Nolo's experts. Make living trusts to spare your family the hassle and expense of probate. WillMaker also includes health care detective, durable power of attorney, final arrangements, letters to survivors and much more.
- Mac and Windows Compatible
The heart of every estate plan is a will, also known as a last will and testament. This legal document puts you in control of who inherits your property and who would take care of your children if it were ever necessary. Without a will, state law determines these issues.*
*Documents reflect the laws of your state - estate planning documents are not valid in Canada, Louisiana and US Territories
Making a will rarely involves complicated legal rules. If you're like most people, you won't need a lawyer. With good do-it-yourself materials, it's not difficult to make a will that takes care of basic concerns, such as leaving a home, investments, a small business, and personal items to your loved ones.
With Quicken WillMaker & Living Trust 2020 Premium you can:
- Revise and update your will whenever you like
- Appoint guardians for your children and pets
- Name an executor (or 'personal representative') to carry out our wishes.
- Appoint a trusted person to manage property left to young people
Living Trust Software
How Do Living Trusts Avoid Probate?
For many Americans, a significant goal of estate planning is to avoid probate. A revocable living trust, unlike a will, offers a fast, private, probate-free way to transfer one's property after death. Although a living trust is not a complete substitute for a will (it doesn't allow you to name a guardian for a child, for example), it is definitely a more efficient way to transfer property at death, especially large-ticket items such as a house. A Living Trust will ensure that your property bypasses lengthy and expensive probate proceedings.
A living trust is about as easy to prepare as a will. Do-it-yourself and save hundreds of dollars on attorney fees.
Durable Power of Attorney
A durable power of attorney ensures that someone you trust (called your "agent" or "attorney-in-fact") will be on hand to manage the many practical, financial tasks that will arise if you become incapacitated. For example, bills must be paid, bank deposits must be made and someone must handle insurance and benefits paperwork. In most cases, a durable power of attorney for finances is the best way to take care of tasks like these. You can also give your attorney-in-fact authority over your digital assets.
Health Care Directive or Living Will
Spare your loved ones difficult decisions by laying out your wishes for medical care and naming someone to carry out your instructions. Includes a health care power of attorney and a living will.
Plan a funeral or other ceremony and ease the burden on your loved ones. Describe your preferences for burial, cremation, memorials, obituaries and more.
Letters to Survivors
Use the Letter to Survivors to leave your loved ones detailed explanations about your decisions. For example, you may want to let them know why you made certain gifts or named a particular person to be your executor. You can also use your letter to leave some general thoughts about your life.
Our mission is to help consumers and small businesses find answers to their everyday legal and business questions.
Nolo began publishing do-it-yourself legal guides in 1971. Consumers and small business owners can handle many legal matters themselves with Nolo's do-it-yourself products, which range from online forms and software to books and eGuides. All are written in plain English, with step-by-step instructions that help you get the job done.
With your Purchase of Quicken WillMaker & Trust 2020 Premium you get an electronic library of 20 essential Nolo books that provide information on a range of legal and practical issues-from end-of-life planning and family concerns, to financial management and going to court. You won’t need to read each book cover to cover, but they will be there for you when you need them.
Quicken WillMaker & Trust 2020 Premium Whether state laws should decide who gets your property? Who will take care of your children or pets? Who would take care of your finances if you become ill? Who will make health care decisions for you, if you are unable to make them for yourself? Avoid Probate For many Americans, a significant goal of estate planning is to avoid probate. A revocable living trust, unlike a will, offers a fast, private, probate-free way to transfer one's property after death. Although a living trust is not a complete substitute for a will (it doesn't allow you to name a guardian for a child, for example), it is a more efficient way to transfer property at death, especially large-ticket items such as a house. A living trust will ensure that your property bypasses lengthy and expensive probate proceedings. Estate Planning: Will - LivingTrust - Durable Power of Attorney - FinalArrangements - Health Care Directive - Letter to Survivors - Property Worksheet Home and Family: Authorization for International Travel With Minor - Authorization for Minor's Medical Treatment - Authorization to Drive a Motor Vehicle - Child Care Agreement - Child Care Instructions - Elder Care Agreement - Housekeeping Services Agreement - Housesitting Instructions - Pet Care Agreement - Request for Birth Certificate - Temporary Guardianship Authorization for Care of Minor Personal Finance: General Bill of Sale - Notice to Terminate Joint Credit Card Account - Promissory Note - Security Agreement for Borrowing Money Executors: Affidavit of Domicile - Employee Death Benefits Letter - Executor's Checklist - Executor's Letter - General Notice of Death - Notice to Creditor of Death - Request for Death Certificate System Requirements: Windows 7 - Mac OS 10 - 2GB Memory - 2GB HD - Internet for updates & NoloCloud - DiscDrive for disc installation - PDF viewer
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I haven't done the trust yet but have done the Health Care Directive, the Durable Power of Attorney for finances, Final Arrangements, Will, Information for Caregivers and Survivors. I did this for myself and family members. We had the documents notarized and signed by disinterested witnesses.
Read the instructions as some documents may have to be filed. Follow the instructions for saving your documents in a safe place. I chose a fireproof and waterproof bag by Roloway found on Amazon. We also have a fire proof safe. There's no point, for example, putting your Power of Attorney in a safe deposit box when your executor would need the Power of Attorney document to access the safe deposit box. So put the documents in an accessible place in your home and make sure it is safe from fire and water.
There is a wealth of information in the included books. I've learned so much from this process. We've had honest conversations about what we really want to do with our assets and belongings, whether we wanted our bodies cremated or buried, whether we wanted to be organ donors or not (given the scandals about how organ donor bodies are misused by private companies for huge profits). So many good conversations so there is no guessing at the end.
I've been reminded to list all the places I have life insurance, pensions, 401k and assets so my executor knows how to reach out to those institutions to claim those assets. I've learned that life insurance and other pension, 401k assets that already have a beneficiary don't go through probate so they don't have to be referenced in a will. They just need to be listed in a document so they can be claimed.
We all have our lives intertwined with online accounts, whether financial, shopping, data storage or social media. Make sure your executor has the ability to access those accounts and knows what they are for. They will need to know which need to be closed, memorialized or in the case of data storage accessed for important data like tax information.
The Willmaker Premium makes you think of all these things and more. I've done documents for myself and other family members. There is no limit on how many family members or friends you can create documents for.
The Nolo website is also a wealth of information about many other legal matters. This was a truly valuable purchase.
- Will for both my spouse and me
- Healthcare Directive for each of my family of four
A family friend recently had the same documents prepared by a lawyer for thousands of dollars. This is a great product.
Very detailed and comprehensive but this is a good thing. It also allows you to "go back" to various beginnings so you never need to worry if you've entered something wrong. It will also scan and correct potential 'errors' as you proceed through the various items in question.
I used an earlier version of this about 10 years ago and was quite pleased with the results; this time I have just relocated to another State and wanted to update certain parts of it also and felt it prudent to change especially in view of the various different situations from State to State. It certainly beats spending close to $1000. charged by an Attorney for drawing up a simple Will, etc.