Nolo WillMaker & Trust 2021 Premium - Estate Planning Software and eBook Library - Includes Will, Trust, Health Care Directiv

3.9 3.9 out of 5 stars | 153 ratings

Price: 49.99

Last update: 12-25-2024


About this item

INCLUDES A DISC FOR WILLMAKER SOFTWARE, A DISC FOR NOLO'S DIGITAL LIBRARY, AND A DOWNLOAD KEY CARD - NO EMAIL/DIGITAL DELIVERY
PRACTICAL AND LEGAL INFORMATION - If you’re ready to take control of your finances and estate planning, this kit is perfect for you. Get a practical guide to better understanding the probate court system, get started with a will or trust in minutes, and learn about how to protect your children.
FEATURES: Create Wills and Living Trusts for You and Your Family | Customizable Estate Plan Including a Will, Health Care Directive, and Power of Attorney | Easy, Step-by-Step Interview Format | Lets You Go At Your Own Pace | Documents Reflect the Laws of Your State | Plus Nolo's eBook Library
EBOOK LIBRARY: Plan Your Estate - Social Security, Medicare, & Government Pensions - 8 Ways to Avoid Probate - Saving The Family Cottage - Becoming a US Citizen - Credit Repair - Living Together - Guide to Small Claims Court - Special Needs Trusts - Renters' Rights - Neighbor Law - Long-Term Care - Complete IEP Guide - Solve Your Money Troubles - Fiance' & Marriage Visas - 101 Law Forms for Personal Use - Make Your Own Living Trusts - Get It Together - Working for Yourself
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


From the manufacturer

WillMaker & Trust 2021 Premium

A complete Estate Plan for Your Entire Family

Quicken WillMaker & Living Trust 2021 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

Will Writing

Will-Writing Software

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 2021 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

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.

Power of Attorney

Living Will

Final Arrangments

Letters

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.

Final Arrangements

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.

eBook Library

eBook Library

Nolo Logo

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.

EBook Library

With your Purchase of Quicken WillMaker & Trust 2021 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.


Top reviews from the United States

Tomcat
5.0 out of 5 stars Couldn’t be easier
Reviewed in the United States on September 15, 2021
It couldn’t be easier to use. Loaded the program from the dvd in a few minutes and immediately started working on a will. The program starts with a list of life situations and determines what documents would be appropriate for your situation. You select which document to work on and complete some simple questions. The program drafts the document based on your inputs. Admittedly, I don’t have any “out of the ordinary” situations, but it is programmed to make the writing as easy as possible. When complete, which can take about five minutes to about twenty minutes, it prepares a pdf file with the document and instructions on how to complete it with the required signatures and notary, if necessary. It also has a short explanation of terms and sections of the will to allow you to understand what exactly you’re setting up. It will do this for all documents you prepare.

I would highly recommend this product. Not only is it easy, but it cuts through a lot of legalese so an average layperson can understand what it says. There may still be a lot of legal terminology, but since you “wrote” it, you understand what is in it and what it does based on your decisions. It also allows you to update the documents as your life changes by changing just what needs to change.

One other feature, if you and your spouse both make wills which are essentially identical, after you complete one, it asks if your spouse would like an identical will. If you select “yes”, it uses all the information already put into your will to create the second one. Literally takes a minute to create the second will with you replacing your wife as executor. No need to answer all the questions again.
tom s.
4.0 out of 5 stars Nolo WillMaker & Trust 2021 Premium
Reviewed in the United States on August 21, 2023
it's okay
MACE
5.0 out of 5 stars So Far, No Problems
Reviewed in the United States on September 24, 2022
I'm still alive so I can't really say how well this product works.

If I die, I'll update this review.
Steve
5.0 out of 5 stars Good simple program
Reviewed in the United States on September 21, 2021
Friendly user version of Will. Easy to use.
Vince W.
3.0 out of 5 stars Did not have the 2022 Software Upgrade
Reviewed in the United States on December 9, 2022
The package arrive on time an in good shape. However, the 2022 Software update (shown and described in the product description) did not arrive and there was no notification on what/when to expect it. I am sending it back.
steve
4.0 out of 5 stars Will Maker 2021 - access to all files and documents
Reviewed in the United States on January 17, 2022
This is the well known "Will Maker" Software. It comes will many bonus documents as PDF files. They're nice to have but all unlabeled.
The shipping, which is usually great, simply involved someone slapping a shipping label on the products box (it was not even in an envelope). Luckily the CDs did not get damaged.
Overall, it's a nice set of documents.
Roger
3.0 out of 5 stars Not Very Impressed
Reviewed in the United States on December 24, 2021
I ordered this software to help me draft a basic will. It is certainly easy to use and I expect the will document would be deemed acceptable legally, but the will document that it produces is so very basic, that I decided to search for another source for a sample will document.
Amazon Customer
1.0 out of 5 stars BEWARE - Can Not Add Conditions
Reviewed in the United States on August 16, 2022
I delayed in using this software after my purchase to then run into the road block that I was not able to add CONDITIONS in this software when setting up a Trust. I've spoken with a financial advisor who in the business to assist in creating trusts. This software in the road block states that conditions are not recommended but the advisor stated that conditions are frequently used when needed. So why did this software description not disclose up front that the software has limits to what is frequently done in Trusts and/or Wills such as Conditions? I'm beyond the 30 day return policy now and stuck with a CD drink coaster. If your life situation is super simple then perhaps this program will work for ya.

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