Nolo Quicken WillMaker & Trust 2020

4.1 4.1 out of 5 stars | 539 ratings

Price:

Last update: 08-09-2024


About this item

A customized Estate plan, including a will, revocable living trust (Individual and shared), health care directive, durable power of attorney for finances, and other essential documents
A new document Quiz to help you decide which documents you may need
An easy-to-use interview format that lets you complete documents at your own pace
A user-friendly Legal manual to answer common questions
"A team of lawyer-editors working to ensure each document reflects the laws of your state* *Estate planning documents not valid in Louisiana, U.S. Territories or Canada."


From the manufacturer

WillMaker & Trust 2020

A complete Estate Plan for Your Entire Family

Quicken WillMaker & Living Trust 2020 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 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
  • Technical support is available

Will Writer

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 2020 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

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

Living Will

Final Arrangments

Letters to Survivors

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

Nolo Campaign

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.

One free eBooks with your purchase

Special Needs Trust

Special Needs Trusts shows you how to provide for a loved one with a disability -- without jeopardizing government benefits. It gives you all of the information and forms you need to either create a special needs trust yourself or to boost your knowledge and confidence while working with a lawyer.

With Special Needs Trusts you get a:

  • plain-English understanding of special needs trusts
  • special needs trust form, with clear instructions
  • chapter on pooled trusts
  • sample letter to the trustee
  • and more.

Top reviews from the United States

Papabuck
5.0 out of 5 stars Easy to use
Reviewed in the United States on April 30, 2020
Amazon Customer
4.0 out of 5 stars Trust the software for guidance.
Reviewed in the United States on February 19, 2021
Jesse L. Whittington
5.0 out of 5 stars Easy Peasy
Reviewed in the United States on April 23, 2020
AlPaprus
3.0 out of 5 stars This product is easy to use, but it is missing the additional forms.
Reviewed in the United States on September 21, 2020
Ed Tovmassian
5.0 out of 5 stars Makes the job of creating a will easy
Reviewed in the United States on February 8, 2021
H. B. P.
5.0 out of 5 stars A very well documented and easy to use product.
Reviewed in the United States on March 7, 2020
chai
1.0 out of 5 stars Not worth the money
Reviewed in the United States on October 24, 2021
Zon ShoppEr
4.0 out of 5 stars Mostly good.
Reviewed in the United States on March 5, 2020

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