Quicken WillMaker Plus 2004

1) Detailed explanation for each step as you create a document. What each option means ? What is the impact ( from legal point of view ) ? Where are the contradictions ?

2) Legal Manual :: Access to a fairly detailed Legal manual. You can review this while you are creating the document or review it separately.

3) Option to export your document in RTF format. This is useful if you want to print the document from a different computer.

4) Facility to provide a password for your set of documents.

5) Option to create a separate document sets ( say for spouse and self )

6) Has a top level view which provides details about the documents created.

7) Exhaustive list of legal documents.

Now for the sad part. Like all Quicken products, it has to have a bug :-(. "Web update" did not work for me. Removed my proxy setting / server. Still does not work. Comes back with a error message to try it again after 10-15 minutes. Currently left a message with Nolo's technical support.

But to finish it on a high tone. It took me 15 minutes to create my Living Will ( a.k.a Health Care ). I strongly recommend this product.


Safe, State-specific, and cheap compared to an Attorney   October 23, 2004
Jaycee (Portland)
15 out of 15 found this review helpful

(...)

I use Quicken's Home & Business and it is pretty glitch-free. The reviews on Quicken's WillMaker Plus 2004 (which includes all the areas addressed in my old Living Trust, e.g., two types of Living Trusts, a new Will in concert with the Durable Power of Attorney documents) were impressive, so I bounced for the software. (...). I am NOT familiar with doing this sort of thing and legalese can be VERY intimidating but WillMaker Plus 2004 makes it so EASY, and until you indicate that you have printed and signed a document created in this program, you can return and change anything over and over again. If you need to amend any information in the future, the program will set you up to do this. Yeah, you still need forms to transfer you home, for example, from your name to your Living Trust name, to change your financial institution's beneficiaries to either the Trust name or "Pay on Death" recipients, but I found I could order these forms on the telephone and they were mailed to me. I actually did it myself in 3 days. What a feeling of accomplishment!

Lastly, if you doubt your ability to create a binding Living Trust with it's requisite components, you can run it by an attorney (1 hour's charge applies) just to make you feel better. You're still financially ahead by a country mile. The least expensive fee for drawing a living trust here in Portland was $1150.00



Great Money Saving Tool   November 12, 2004
Moe Beavers (San Diego, CA, USA)
12 out of 12 found this review helpful

Great program! Well worth the money. Compare the cost of the program to the cost of an attorney, and it's a no brainer. The program walks you, in an interview fashion, through the process by asking the necessary questions, and 15-20 minutes later you have your legal document. Satisfied Customer.


Beware the rebate...   May 20, 2004
45 out of 59 found this review helpful

Beware the company managing the rebate offer, ExpressGroup. I sent all of the information in, they somehow were able to log my information into the computer, but still note it as insufficient - and then never notified me of any issues. After faxing a copy of the documents, and a follow up call, they will be sending the rebate in 8 - 10 weeks. One would expect that a company whose sole job is to handle rebates would do this correctly. My experience is consistent with stories I have heard of companies like this that will conveniently lose information knowing the buying public will not follow up.
Beware of ExpressGroup