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Nolo's Quicken WillMaker & Trust 2021

Make a customized estate plan with these essential legal documents:

  • Will
  • Living Trust (requires product registration)
  • Health Care Directive
  • Durable Power of Attorney
  • Executor Documents
  • Final Arrangements
  • and more for you and each of your family members!

Plus, Quicken WillMaker & Trust now includes a Document Quiz that helps you learn which estate planning documents may be right for you based on your circumstances.

Save more on Quicken WillMaker Plus with Nolo's Estate Planning Bundle

  • Product Details
  • 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:

    • 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*

    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:

      • 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.
      • 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.
      • 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.

      • 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.

      • 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.

      • 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.

      • 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.

      • 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.

      • 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.

    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 WillMaker FAQs

    Additional Technical Support FAQs

     
    Platform Windows: Windows (8/8.1/10) and Mac (10.12 or higher)
    Included 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
  • 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

  • Forms
  • Create the following forms with Quicken WillMaker & Trust:

    Estate Planning

    • 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

    Executors

    • 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

    Home and Family 

    • 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

     Personal finance

    • 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
  • 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

    Special Needs Trusts shows you how to provide for a loved one with a disability -- without jeopardizing government benefits.  It gives you all of the information and forms you need to either create a special needs trust yourself or to boost your knowledge and confidence while working with a lawyer.

4.6

153 Reviews
5 Star
76%
4 Star
16%
3 Star
5%
2 Star
0%
1 Star
3%

Great !!

By Dan C.

It seems to work well, I have had no problems, yet , at least.
Just doing a simple will for myself and my wife. Alot cheaper than going to a lawyer.
I only have 1 complaint, there is no Save icon on the taskbar, I just am used to having one.

Posted on 6/5/2021

Easy to use

By Curtis A.

Excellent software design

Posted on 5/24/2021

Fabulous product!

By Marge W.

I am loving using this product! It is incredibly easy to use and has excellent access to back up information for each item.

Posted on 2/17/2021

Review

By Robert H.

Excellent product

Posted on 12/31/2020

Good but too basic for my needs.

By Roger C.

The trust maker does not allow me to make the trust I need.

Posted on 12/12/2020

Not quite dead yet.

By Mark O.

Appears perfectly adequate but since neither my wife nor I have died yet we can't say how the results will hold up in court. One of us will be sure to post an updated review from beyond the grave.

Posted on 12/9/2020

Excellent Product for Simple will

By JOHN B.

Just what I wanted; comprehensive will, POA, and more. Plus very easy to use, ie entered demographic info once and it carried over to all other relevant documents, plus easy Q&A walkthru to complete necessary items.
The only thing I would have liked was the ability to manually change a few things -- the final doc is produced as a PDF and not editable.

This product is great and I highly recommend it. Thanks, NOLO!

Posted on 12/7/2020

So easy.

By Patricia C.

Excellent....
So easy to navigate
Fit my needs perfectly.

Posted on 12/6/2020

Review

By David R.

Easy to use and covers it all.

Posted on 10/22/2020

This is way too basic

By Lisa M.

This doesn't have enough variability for writing a valid will. This is very, very basic

Posted on 10/21/2020

Family Wills and Trust

By Patsy H.

This product is very helpful and informative for creating wills and trusts. Thank you.

Posted on 10/9/2020

Review

By Virginia R.

Very easy to use. Exactly wanted it needed

Posted on 8/4/2020

Still One of the Best Basic Will Tools Available.

By Troy S.

This product was purchased to update the estate of my parents who had not updated their will in over 20 years (that too, using WillMaker). WillMaker Plus came with 1 year free access to the Revocable Living Trust software which is what I was primarily interested in. Between WillMaker Plus and the Trust software, my parents now have a organized estate which includes the trust, pour-over wills, healthcare power of attorney, and financial power of attorney documents in a California-legal format. Getting the product on sale in August was a perk as well. The software is simple and straightforward, just as the Nolo software has always been. In some ways it is a bit too simple, since you can't make minor modifications, but these are legal document templates that are meant for low stress.

Posted on 8/4/2020

Review

By Sharon L.

thrilled you are making this product for Macs

Posted on 8/4/2020

Probably excellent

By Christophe R. Patraldo

I gave it a five-star review but reserve the right to change my opinion. I only use linux so having no Windows or Mac computer I haven't even downloaded my copy yet. I bought it as a family project and am waiting to return home for a visit where I can use it with someone who has a mac.

Posted on 8/4/2020

Review

By Ruben G.

Product is good and fast I personally think in some of the questions the verbiage need to be put in to simpler language. We are not all Lawyers

Posted on 8/4/2020

Review

By JME

Very helpful

Posted on 8/4/2020

Review

By James B.

Willmaker 2018 is a product that everyone should have. Do you realize how many people don't have a will done. This software will get the job done for you. It's easy, fast and simple to use.

Posted on 8/4/2020

Good product

By William B.

Nice product. Easy to use.

Posted on 8/4/2020

Complete and easy to use.

By LeRoy E.

PRO: Leads the user into completing documents relevant to their situation. Makes the user think and encourages further planning.
CON: If doing a spouse document set, the user ends up with quite a few unnecessarily duplicate pages; instructions and information.

Posted on 8/4/2020

Excellent except for calculations

By Terry W.

WillMaker is incredibly easy to use and was just what we needed to update our Wills before leaving the country. My only criticism is that it asks for bequests in fractions which makes it difficult to calculate. Don't know why you can't enter amounts as percent which makes a lot more sense.

Posted on 8/4/2020

Very good, easy and thorough

By Lloyd S.

This is a very thorough program for making wills and many other legal documents. It is very easy to use and does a remarkable job of covering every detail necessary for each document.

Posted on 8/4/2020

Easy and Thorough

By Anita K.

We really liked how easy this product was to use. We had looked in to hiring an attorney but realized all the questions we wanted answered were in this software and at a remarkable price. We would highly recommend it.

Posted on 8/4/2020

Fantastic

By Richard K.

Simple to use and thorough. Breezed right through wills for both my wife and I in no time.

Posted on 8/4/2020

Easy to Use

By Steven B.

Good Easy to Use Product

Posted on 8/4/2020

Life utility

By Fred B.

Easy to use and helps you with the things in life you don't want to think about.

Posted on 8/4/2020

Good product and easy to use.

By Janice H.

Good product. Have used previous versions. This product removes all the legal jargon, For simple estate documents this product is great.

Posted on 8/4/2020

Easy to setup and use Legal forms

By Ransom T.

Provided me much needed legal forms for an ailing mother. There have been no issues when providing these documents to various entities.

Posted on 8/4/2020

Great Program

By William W.

Very easy to use and a great way to prepare your final documents without paying the expensive fees that a lawyer charges.

Posted on 8/4/2020

Review

By Larry S.

I have found this to be very useful in deciding what to do with the various documents involved, Getting answers to various questions is easy and found to be useful. This is a useful product and the layout of the various features is very logical.

Posted on 8/4/2020

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