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Quicken Willmaker Plus 2007 [OLD VERSION]

Quicken Willmaker Plus 2007 [OLD VERSION]From: Nolo Press

List Price: $79.99
Buy New: $4.88
as of 7/30/2010 07:10 CDT details
You Save: $75.11 (94%)



New (8) Used (4) from $3.90

Seller: butlerglc
Rating: 4.0 out of 5 stars 23 reviews

Format: CD-ROM
Platforms: Windows 98, Windows 2000, Windows Me, Windows XP
Media: CD-ROM
Batteries Included: No
Operating System: Windows 98
Shipping Weight (lbs): 0
Dimensions (in): 0 x 0.1 x 0.1

MPN: wqpr7r
Model: WQP7R
UPC: 093371375839
EAN: 0093371375839

Availability: Usually ships in 1-2 business days
Features:
  • Make a basic trust, whether you're married or single. If married, you can create a AB trust (or bypass trust) and spare your heirs from potentially heavy estate taxes. Create subtrusts for minor children and young adults. Name custodians for property left to children. Change or revoke your trust at any time
  • Health Care Power of Attorney - Permit a loved one to make important medical decisions for you if you are unable to do so yourself
  • Plan a funeral or other ceremony. Clarify whether you want a cremation or burial. Select someone to oversee your final arrangements -- and more
  • Over a dozen forms that let you handle financial situations you might face on any given day, such as disputing a credit card charge, lending or borrowing money to friends or family, creating bills of sale
  • Whether you need to authorize someone to travel with your child to another country, want to lend your car to a friend, or create an agreement with a trusted person to take care of your elderly parent, Quicken WillMaker Plus can handle all these family situations
Accessories:

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Editorial Reviews:

Product Description
Where there's a will, there's a way. For those eventualities when you can't, a legal will is the best way to protect your (and your loved ones) interests. Quicken WillMaker Plus 2007 helps you protect your family and your assets, and cut down your legal fees. Protect your family by making sure that your assets have the law's strongest defense. It offers a step-by-step process for developing a will, living trust, living will and much more. You'll have complete legal documents created in minutes!
Simply launch Quicken WillMaker Plus to create your own Will, Living Trusts, Living Will, Health Care Power of Attorney (NEW), Financial Powers of Attorney, Final arrangements document, Important documents for executors. The software also provides forms you can use every day, such as authorizations and agreements, child and elder care forms, promissory notes and documents to help you repair your credit. Beyond software, when you register your NOLO Quicken Willmaker, you can download a free copy of bestselling eBook, Work Less, Live More: The New Way to Retire Early (an up to $17.99 value). With NOLO Quicken WillMaker Plus 2007, there are many ways and possibilities to protect your interests now and then. Easy, intuitive use on your PC running Windows 98 / 2000 / Me / XP / Vista

Customer Reviews:
Showing reviews 1-5 of 23
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5 out of 5 stars Excellent Option for getting affairs in order without spending thousands to do it   February 2, 2007
C. Hammond (San Diego, CA)
65 out of 65 found this review helpful

The average person doesn't usually have the cash on hand to hire an estate attorney at $300+ an hour to put together a will or living will for them. The average person with kids is even less able to afford it but the irony is that they need it the most in order to assure their kids are taken care of and that involves additional intricacies related to trusts, guardianship of the kids and such which makes the whole thing cost even MORE.

Now that my custody arrangement has gotten sticky, I'm remarried and have something in the way of assets, I decided to spend a few bucks on my will. Key to that notion is 'a few bucks'. I still didn't have thousands to spend. So, I bought a copy of nolo's Willmaker Plus.

If you're like me, when approaching the topic of wills, legalities, living wills and trusts, your gaze kinda glazes over and you realize that it is all very big and very complex and far too big or complex to 'get' without a law degree. This software makes it a no-brainer.

It asks you questions and you either fill in information (like someone's name) or answer yes/no to very clear, easy to understand questions. Where free form text is allowed, you get very clear instructions and examples. It also adjusts the questions and forms depending upon what state you live in and what options you selected on previous questions.

Most importantly, you don't just go through this experience blindly. It guides you through each step with detailed background information and explanations and offers reference material on each item beyond even what's offered in the instructions. At the end of the process, you know what you filled out and why.

At the end of each form, it automatically saves it to a saved library of forms that you have filled out for quick access later and gives you the option to preview, modify or print. The printed copies come complete with signing instructions and notary and/or witness fields.

Having all of the contact information for everyone together before hand and a general idea of what needed to go to who, it took me about an hour to create a will (complete with a UTMA), a living will, a temporary guardianship letter for my son and his step dad, a final arrangements declaration and automatically generated letters to my executor and elected health care agent.

It is exactly what I needed. It's quick. It's in plain English. It's easy. It's cheap for what you get, which is essentially hours of an attorney's time for a fairly cut and dry task and peace of mind that everything is taken care of.


5 out of 5 stars Excellent Software   February 24, 2007
Alan B. Odom (CA)
26 out of 27 found this review helpful

The lawsuit mentioned in Mr John Matlock "Gunny" review has nothing to do with the quality or legality of documents created using Quicken WillMaker Plus software. Instead, it concerns the actions of an insurance agent who was found to have practiced law without a license.

He used will-making software (not Quicken WillMaker Plus) to write a will
for an elderly client. The trouble arose because he created the will outside of her presence and arranged for her to sign it while she was hospitalized. Apparently she never reviewed the will. In other words, he acted too much like a lawyer. While the "unauthorized practice of law" is a vague concept, had the insurance agent merely recorded the woman's wishes and entered them verbatim into the software, there would almost certainly have been no problem.

There is no problem with using software to prepare a will for your self. Nor is there a problem with using it to create a will for someone else if you merely type in that person's answers at their direction. The main way to run afoul of unauthorized-practice-of-law rules is to give legal advice to or prepare documents for others without their express, detailed instructions.



5 out of 5 stars Three Good Points, Two Bad   February 15, 2007
John Matlock (Winnemucca, NV)
29 out of 31 found this review helpful

There are several real advantages to using Quicken Willmaker software.

1. The legal part of the software was done by Nolo. They publish an awful lot of do-it-yourself software, and are well respected (if you are not a lawyer). Nolos involvement helps to assure me of a quality product.

2. The user interface, a fill in the blank approach with a lot of help screens, make the whole process quite easy and painless to go through.

3. Besides the standard last will, the package includes a number of other documents that you may want decide you need. Among others this includes Living Trust, Living Will, Final Arrangements, Notice to Terminate Joint Credit Card Accounts, Child Care Agreement & instructions, and many more.

Having said that, there are two problems with the software:

1. If you live in Louisiana, your laws are based on the French system, not the English system and there is a caution on the box that says: 'Estate planning documents not valid in Louisiana.'

2. There has been at least one law suit saying that if you fill out the will for another person, you may be practicing law without a license. Do a Google search on 'Heirs sue over will-making software' where someone apparently used this software to do a will for a lady.


5 out of 5 stars Easy To Use!   March 22, 2007
B. Payne
13 out of 15 found this review helpful

This software is easy to use. It's like tax software, it ask questions, you answer. Has everything I wanted it for and a lot more. I would recommend it.Cheaper than a lawyer.


5 out of 5 stars Easy to use.   May 7, 2007
Robert J. B. Kotler
6 out of 7 found this review helpful

For those who are looking for an easy to uses package that gives you the basics, this is a great product.

For those who have a need for real estate planning then go see a professional for guidance.



Showing reviews 1-5 of 23
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