Quicken WillMaker & Trust Download – Latest Version

Price: 139.99

Last update: 02-05-2025


About this item

America's #1 estate planning software -- Download (Windows or Mac), or Access Online. Whether you are just getting started or you want to update previous arrangements. This powerful software guides you through the process from beginning to end, giving you practical and legal information to make the best decisions for you and your family.
ESTATE PLANNING YOU CAN TRUST -- Simple. Easy. Trusted. Get immediate access to easy-to-use software and create your customized will today. Make a living trust, healthcare directive, power of attorney and so much more. There has never been an easier, more affordable way to protect your family, home, and assets.
WILLS ARE THE HEART OF EVERY ESTATE PLAN -- 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. Your will also allows you to name an executor (sometimes called a “personal representative”) to carry out our wishes. And you can appoint a trusted person to manage property left to young people. With WillMaker, you can revise and update your will whenever you like.
LIVING TRUSTS HELP YOUR ESTATE AVOID PROBATE -- Like a will, a living trust distributes property to the people you name after you die. But unlike a will, property that passes through a living trust can be passed directly to your beneficiaries, without waiting for court approval -- saving your beneficiaries time and money. Quicken WillMaker & Trust includes individual living trusts, shared living trust (for couples), trust revocations, and certifications of trust.
HOME AND PERSONAL FINANCE FORMS -- Quicken WillMaker & Trust also includes dozens of simple forms for you and your family to use when you need them. For example, you can make a Childcare Agreement, Authorization to Drive a Motor Vehicle, Housesitting Instructions, General Bill of Sale, and several others.
TRANSFER ON DEATH DEEDS -- Use the Quicken WillMaker & Trust transfer on death deeds to transfer your home to your beneficiaries when you die, without probate. Before your death, you still own the property, and you can revoke the deed (or make a new one) at any time. Like living trusts, transfer on death deeds keep the property out of probate. Like wills, they are simple to make, revise, and revoke.
HEALTH CARE DIRECTIVES -- Health Care Directives allow you to lay out your wishes for medical care (living will) and name someone to carry out your instructions (power of attorney for health care). The health care directives you make with Quicken WillMaker & Trust provide guidance for your loved ones if you are not able to make medical decisions for yourself. Making your wishes known (and legally binding) can spare your loved ones uncertainty and conflict during a difficult time.
DURABLE POWER OF ATTORNEY FOR FINANCES -- A durable power of attorney ensures that someone you trust (called your “agent” or “attorney-in-fact”) will be on hand to manage the practical, financial tasks that will arise if you become incapacitated. For example, bills must be paid, bank deposits must be made, and someone must manage 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.
FINAL ARRANGEMENTS & LETTERS TO SURVIVORS -- Ease the burden on your loved ones by leaving clear descriptions about your preferences for burial, cremation, memorials, obituaries, and more. 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 general thoughts about your life.
We do not charge for protecting your family! Free to add up to 5 family members. For Product or technical assistance, call Customer Care: 800-822-3522 x136 or email customercare@individualsoftware.com. INCLUDES: Wills, Health Care Directives, Final Arrangements, Durable Power of Attorney, Letters to Survivors, Living Trust, Transfer on Death Deed, Download for PC & Mac and Documents for Estate Planning, Revocation of Health Care Directive and Financial Power of Attorney, Quitclaim Deed, Financial Documents for General Bill of Sale, Limited Power of Attorney, Promissory Note, and more.

Top reviews from the United States

  • Jo-L
    5.0 out of 5 stars Save your Money - Do you own will & trust
    Reviewed in the United States on November 25, 2024
    It is normal to delay making a will and trust. Also, it can be expensive if processed via a law firm ($3K+).
    This software solution saves you a huge cost and is easy to use. The software guides and educates you through all the important decisions. Finally, the program produces legal documents.
  • SDLS
    5.0 out of 5 stars Makes is so easy to Create your will and trust
    Reviewed in the United States on November 19, 2024
    No more procrastinating! I like the step by step questions that help you create a will - also a trust. I finally got it done. Easy to use and nothing tricky.

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