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Nolo's Quicken WillMaker & Trust 2021
- Product Details
- A customized estate plan, including a will, living trust, health care directive, financial power of attorney, and other essential documents
- 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*
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Will: 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. Your will also allows you to name an executor (sometimes called a “personal representative”) to carry out our wishes. And you can appoint a trusted person to manage property left to young people. With WillMaker, you can revise and update your will whenever you like.
Also, use WillMaker to give your executor authority over your digital assets, including social media accounts, online banking and more.
- Living Trust: Distribute your assets and provide property management while keeping your trust property out of lengthy and expensive probate proceedings after you die.
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Health Care Directive: Spare your loved ones difficult decisions by laying out your wishes for medical care and naming someone to carry out your instructions:
- Health Care Power of Attorney: Name a trusted person (your "health care agent") to make important medical decisions for you if necessary.
- Living Will: State what types of medical treatment you do or do not want if you are too ill or injured to direct your own care. Your health care providers must do all they can to follow your wishes.
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Durable Power of Attorney for Finances: 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.
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Documents for Your Executor: Make sure your executor has all the forms and instructions necessary to do the job: checklists, letters, notices and claim forms.
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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.
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Information for Caregivers and Survivors: Organize your information so that your survivors don't have to. Use these documents to give them details about everything from bank accounts, to passwords, to the names of people you'd like contacted in the event of your illness or death.
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Letter 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.
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Personal Finance Documents: Over a dozen forms let you handle common financial situations, such as lending or borrowing money between friends or family, creating a bill of sale, and closing a credit card account.
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Home & Family Documents: Practical forms you can use every day to help run your home and keep your family safe, including authorizations and agreements, promissory notes, limited powers of attorney, and child and elder care forms.
- Durable Power of Attorney for Finances
- Final Arrangements
- Health Care Directive (Living Will & Power of Attorney)
- Information for Caregivers and Survivors
- Revocation of Health Care Directive
- Revocation of Power of Attorney
- Revocable Living Trust
- Will
- Affidavit of Domicile
- Employee Death Benefits Letter
- Executor's Checklist
- Executor's Letter to Financial Institution
- General Notice of Death
- Information for Caregivers and Survivors
- Notice to Creditor of Death
- Authorization for Foreign Travel With Minor
- Authorization for Minor's Medical Treatment
- Child Care Agreement
- Child Care Instructions
- Elder Care Agreement
- Housekeeping Services Agreement
- Housesitting Instructions
- Notice to Put Name on Do Not Call List
- Pet Care Agreement
- Subscription or Membership Cancellation Form
- Temporary Guardianship Authorization for Care of Minor
- General Bill of Sale
- Limited Power of Attorney for Finances
- Notice to Terminate Joint Credit Card Account
- Promissory Note
- Revocation of Power of Attorney
- Security Agreement for Borrowing Money
- System Requirements
- Forms
- Will
- Durable Power of Attorney for Finances
- Final Arrangements
- Health Care Directive (Living Will & Health Care Power of Attorney)
- Information for Caregivers and Survivors
- Letter to Survivors
- Property Worksheet
- Revocable Living Trust
- Revocation of Health Care Directive
- Revocation of Power of Attorney
- 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
- Request for Death Certificate
- Authorization for International Travel With Minor
- Authorization for Minor's Medical Treatment
- Authorization to Drive a Motor Vehicle
- Child Care Agreement
- Child Care Instructions
- Elder Care Agreement
- Housekeeping Services Agreement
- Housesitting Instructions
- Notice to Put Name on Do Not Call List
- Pet Care Agreement
- Request for Birth Certificate
- Subscription or Membership Cancellation form
- Temporary Guardianship Authorization for Care of Minor
- General Bill of Sale
- Limited Power of Attorney for Finances
- Notice to Terminate Joint Credit Card Account
- Promissory Note
- Revocation of Power of Attorney
- Security Agreement for Borrowing Money
- EBooks
America's #1 estate planning software
Nolo's Quicken WillMaker & Trust 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.
The benefits of using Nolo's Quicken WillMaker & Trust include:
Nolo's Quicken WillMaker & Trust is the original will-writing software, created and updated regularly by Nolo’s experts. Free legal updates will keep your program current through 2021. Technical support is also available.
Want to know more? Here’s a closer look at what you can do with Nolo's Quicken WillMaker & Trust:
Not Sure Which Documents Do You Need? Take the Document Quiz
WillMaker’s Document Quiz helps you decide which estate planning documents to make. Just answer a few short questions about the circumstances of your life, and based on your answers, WillMaker explains which documents might be useful to you.
*Estate planning documents not valid in Louisiana, U.S. Territories or Canada.
Additional Technical Support FAQs
COMPUTER: 1 GHz or higher
Operating System: Windows 8/ 8.1/10 or Mac 10.12 and higher
Memory: Minimum 2GB
Hard Disk Space: 54 MB free space. For Windows, up to 1.5 GB if .NET not installed
Monitor: Any supported monitor
CD-ROM Drive: if installing from CD
Internet Connection: Broadband recommended to receive web updates and access online features
Printer: Any supported printer
Software: Adobe Reader and Internet Browser
Create the following forms with Quicken WillMaker & Trust:
Estate Planning
Executors
Home and Family
Personal finance
You receive the following eBooks with your purchase of the Quicken WillMaker Plus software:
Quicken WillMaker & Trust 2020 manual
Included in the Quicken WillMaker & Trust 2020 software is an electronic copy of the user-friendly legal manual that answers common questions. Easily reference all your questions with this manual while you work on your documents or download the PDF to your computer.
Quicken WillMaker Plus is reviewed regularly by Nolo's expert attorneys. The 2020 book and software include important updates to the will and powers of attorney. Updates will keep your program current through 2020.
Special Needs Trusts
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Fabulous product!
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Posted on 2/17/2021
I am loving using this product! It is incredibly easy to use and has excellent access to back up information for each item. -
Review
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Posted on 12/31/2020
Excellent product -
Good but too basic for my needs.
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Posted on 12/12/2020
The trust maker does not allow me to make the trust I need.