Overview

Features & Benefits

Your Will

Provide for family, friends and charities. Name a personal guardian to care for young children. Specify the executor (or "personal representative") of your estate. Select a trusted person to manage property left to young people. Revise and update your will whenever you like.

Your Living Trust

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.

Living Will

Specify whether you want your life prolonged through artificial means. Appoint someone to make sure your wishes are carried out.

Health Care Power of Attorney

Permit a loved one to make important medical decisions for you if you are unable to do so yourself.

Your Financial Power of Attorney

Name someone to make your financial decisions, in case you are medically incapacitated. Don't worry, you can grant as much authority as you wish.

Your Final Arrangements

Plan a funeral or other ceremony. Clarify whether you want a cremation or burial. Select someone to oversee your final arrangements — and more!

Documents for Your Executor

Make sure your executor ("personal representative" in some states) has all the forms and instructions he or she needs to do the job: Checklists, letters, notices, claim forms — and more.

Personal Finance Documents

Over a dozen forms that let you handle financial situations you might face on any given day, such as lending or borrowing money to friends or family, creating bills of sale, ending a credit card account — and more!

Home & Family Documents

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 — and many more!

Estate planning documents not valid in Louisiana.

List of Forms

All forms are completed through a step-by-step interview, which customizes a document based on your answers. Completed documents can be printed directly, or exported to an RTF document, which can be opened in any word processor.

Wills and Living Trusts

Will
Self-Proving Affidavit (for Will)
Letter to Executor
Individual Living Trust
Shared Living Trust
AB Trust (aka Bypass Trust)
Certification of Trust
Assignment of Property (to Trust)
Reverse Assignment of Property (from Trust)
Revocation of Living Trust
Restatement and Amendment of Living Trust

Leaving Others in Charge

Health Care Directive (Living Will & Power of Attorney)
Durable Power of Attorney for Finances
Special (Limited) Power of Attorney for Finances
Information for the Attorney-in-Fact
Delegation Form for Attorney-in-Fact
Resignation Form for Attorney-in-Fact
Revocation Form for Recorded Durable Power of Attorney for Finances
Revocation Form for Unrecorded Durable Power of Attorney for Finances
Revocation of Health Care Directive
Revocation of Power of Attorney
Final Arrangements Letter

Documents for Your Executor

Affidavit of Domicile
Employee Death Benefits Letter
Executor's Checklist
Executor's Letter to Financial Institution
General Notice of Death
Notice to Creditor of Death
Notice to Homeowners Insurance Company of Death
Notice to Vehicle Insurance Company of Death
Request for Life Insurance Claim Form
Request for Life Insurance Proceeds

Personal Finance Documents

General Bill of Sale
Promissory Note (Amortized Monthly Payments)
Promissory Note (Balloon Payment)
Promissory Note (Payments of Interest Only)
Promissory Note (One Lump Sum Payment)
Security Agreement for Borrowing Money
Notice to Terminate Joint Credit Card Account
Notice to Put Name on Do Not Call List
Cancel Membership or Subscription

Documents for Home and Family

Child Care Agreement
Child Care Instructions
Authorization for Minor's Medical Treatment
Authorization for Foreign Travel With Minor
Temporary Guardianship Authorization for Care of Minor
Elder Care Agreement
Pet Care Agreement
Housekeeping Services Agreement
Housesitting Instructions
Authorization to Drive a Motor Vehicle

See What the Press & Customers are Saying

Press Reviews:

"Walks you through making a will and provisions you need to consider for your situation."
CBS News

"Quicken WillMaker Plus... was easy to install from a CD, and we found the interview-style format intuitive. We found it the most complete of the five products we tried."
The Wall Street Journal

"From a group of tough critics, Nolo's WillMaker got the most praise... superior on every front."
Kiplinger's Personal Finance Magazine

"Which software did I like the best? No contest.... If you're looking to write a will, I highly recommend WillMaker."
Eric Tyson, author of Personal Finance for Dummies

"Write your own will using a software product such as WillMaker."
ABC News

"Easy-to-navigate program offers impressive depth in several areas.... Resulting document suggests legal heft."
Christian Science Monitor

"WillMaker is such an easy-to-use program that users may never need to look at the manual... refreshingly painless."
Fortune

"The most... comprehensive and widely praised of the will writing programs."
Chicago Tribune

"The difference: the software costs $45; a lawyer typically charges $500."
Associated Press

"More than worth the $49.99 price... easy to use and install."
Black Enterprise

"The level of detail and complexity anticipated by the program makes WillMaker one of the leading legal-advice programs on the market."
Inc.

"The most sophisticated legal software on the market."
Worth

"While each screen in WillMaker Plus is packed with reading material, the program is straightforward and assuredly resourceful."
PC World

"Even if you know you should see a lawyer... [WillMaker's] question-and-answer technique can help you sort through the options."
BusinessWeek

"When creating an estate plan or will, there are several things you need to know. This software can help you understand the process and answer many questions..."
About.com

"Includes a long list of documents, from a basic will to a living trust."
The News Journal

"The interface is tasteful and intuitive, and the content is rock solid. You'll feel like you're in good hands."
Laptop Buyer's Guide & Handbook

"Will help you identify whether you need a lawyer."
Indianapolis Star

Customer Reviews:

This program helped me tremendously with updating our wills made it fast and simple. I love it!
KT, Emory, TX

If I'd know it would be so easy, I'd have done our wills long ago....
JV, Windsor, CA

Very user friendly... great program and easy for non-computer people to use.
MM, Flower Mound, TX

That was easy! Thanks so much for helping to give us piece of mind without costing us the whole pie!
MF, Arkansas

System Requirements

System Requirements