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Quicken WillMaker & Trust 2023 - Plus [Download]

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 2023. 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 (10 or higher) 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
    • 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 (Balloon Payment)
    • Promissory Note (Installment Payments)
    • Promissory Note (One Lump-Sum Payment)
    • Promissory Note (Payments of Interest Only)
    • Revocation of Power of Attorney
    • Security Agreement for Borrowing Money 
  • System Requirements
  • COMPUTER: 1 GHz or higher

    Operating System: Windows 10 and higher, 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