Quicken Willmaker Plus 2008 Edition: Estate Planning Essentials (Book with CD-ROM)

Quicken Willmaker Plus 2008 Edition: Estate Planning Essentials (Book with CD-ROM)
by Editors of Nolo

Quicken Willmaker Plus 2008 Edition: Estate Planning Essentials (Book with CD-ROM)
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Book Summary Information

Author: Editors of Nolo
Edition: Paperback
Audio: English (Original Language); English (Unknown); English (Published)
Format: CD-ROM
Published: 2007-10-01
ISBN: 1413307167
Number of pages: 576
Publisher: NOLO

Book Reviews of Quicken Willmaker Plus 2008 Edition: Estate Planning Essentials (Book with CD-ROM)

Book Review: Comment, not a review
Summary: 4 Stars

This is not a review of the WillMaker software. It is my attempt at a guide to available packaging options from Amazon and others. Amazon requires a rating and I gave 4 stars, which is close to the current average rating.

I just talked to a Customer Service agent at Nolo, who actually produces the software product. He stated that all of the various packagings include exactly the same software. The estate planning "book" that comes with this Amazon-exclusive package is essentially a hardcopy of all the Help topics that are imbedded in WillMaker Plus. The cost is slightly higher for this convenience.

WillMaker Premium (available on Amazon & elsewhere) includes seven eBook and two audio CD resources that are exclusive to that packaging. Although Amazon charges significantly more for this version, it is competitiveluy priced elsewhere.

Finally, Willmaker Plus is also available on the Nolo website at a price close to Amazon, and it includes a free copy of the real estate book "Neighbor Law".

Once you decide that you want this software, I hope that my guide can help you decide which packaging is best for your circumstances.

Summary of Quicken Willmaker Plus 2008 Edition: Estate Planning Essentials (Book with CD-ROM)

America's No. 1 estate planning book with interactive CD-ROM software helps you create a will, living trust, living will -- and much more .

Help protect your family and your assets, and save on legal fees! Quicken WillMaker Plus Estate Planning Essential 2008 Edition provides the legal forms you need. So comprehensive, the CD-ROM assembles your forms from among 40,000 document possibilities -- but so easy to use, you'll have them finished in minutes.

Quicken WillMaker Plus Estate Planning Essential 2008 Edition includes a full "health care power of attorney." Dictate the health care you wish to receive if you can't speak for yourself, and be assured that your loved ones won't have to second-guess themselves!

Create your own:

  • Will
  • Living Trusts, including an AB Trust

  • Health Care Directive:
    Living Will
    Health Care Power of Attorney

  • Financial Powers of Attorney
  • Final arrangements document
  • Important documents for executors

    The CD-ROM 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.

    For each document, Quicken WillMaker Plus Estate Planning Essentials 2008 Edition takes you through a step-by-step interview. Your documents will automatically reflect the laws of your state. If you have any questions, simply check out the comprehensive onscreen legal manual. Expert tech support is also available.

    Need to know more? Here are in-depth details about what you can do with Quicken WillMaker Plus Estate Planning Essentials 2008 Edition:

    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.

    Your Health Care Directive lets people who care for you make important decisions about your life and health when you can't. Create a:

    Health Care Power of Attorney Permit a loved one to make important medical decisions for you if you are unable to do so yourself.

    Living Will

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

    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 disputing a credit card charge, lending or borrowing money to friends or family, creating bills of sale -- 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.

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