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Quicken WillMaker & Trust 2022 - 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 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
    • 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 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

4.8

39 Reviews
5 Star
79%
4 Star
21%
3 Star
0%
2 Star
0%
1 Star
0%

Easy, complete, in my control

By Mary C.

I love that using this application locally lets me put all of the files into my OWN cloud storage, rather than trusting that some online service will be around in 5, 10, or more years. I love that the contact address info is built up separately from the forms, so it's fast and easy to add them to new forms. I love that I can manage my forms and my son's clearly in the documents list.

Posted on 3/17/2022

So far so good.

By Richard H.

I have just started the process of updating my documents. It appears that the program asked every possible question to provide a very good and accurate document and provides a very detailed printout.

Posted on 2/6/2022

Review

By Roland S.

Outstanding program for home legal tasks, suitable for middle aged thru senior citizens.

Posted on 2/5/2022

Easy, but incomplete

By Janice K.

I walked through and completed the items that we needed for our family trust - Wills, Declaration of Trust, Power of Attorney for Financial Management, Living Will and Durable Power of Attorney for Healthcare, Information for Caregivers and Survivors. The last document was the most time consuming, but is probably the most important document. This program did not include a HIPPA authorization or a Quit Claim Deed which you need for the Trust.

Posted on 2/4/2022

Easy to understand

By Jerry H.

This WillMaker & Trust software is a great product that's easily understood in producing your Will and a Trust setup if you need it. I tried to use a recommended free package and the WillMaker is so much more comprehensive that make's it the only way for me.

Posted on 1/31/2022

Review

By Richard M.

good easy

Posted on 12/22/2021

we shall see !

By William P.

New at this so it's a learning curve.

Posted on 12/16/2021

Finally got it done!

By Deborah C.

This package enable me to finish a task that's been hanging over my head for years.

Posted on 12/15/2021

The best!

By Barbara B.

I had used another will maker a few years ago but this one is far superior. It was very intuitive and so easy to follow. I loved that it allowed my husband to do his will without having to re-enter the same information as mine. Highly recommend!

Posted on 12/14/2021

For a non-lawyer, NOBO products are amazing

By Robert M.

I'm having an attorney help with my will and family trust, and I'm using this application to gather all of my family's information in preparation for turning it over to an attorney, you know, just to make sure it's all correct. Obviously, I'll do the footwork and deal with the county recorder to change the property ownership to the trust.
A few years back I was sued by a corrupt contractor and with NOLO's books, I defended ourselves and prevailed in OC Superior Court.

Posted on 12/10/2021

Great

By Anthony L.

Very simple and easy to follow instructions

Posted on 12/7/2021

Great product!

By David A.

Easy to setup and use. Also picks up an older version file from previous 2011 version on Windows 11.

Posted on 12/5/2021

Why I Love NOLO.

By Catherine H.

Love all of NOLO products. Easy to understand and use. Customer support is the best. Great books to help guide you. Reasonably priced.

Posted on 12/2/2021

Excellent

By Bruce B.

Excellent. I wanted a simple, inexpensive way of getting these papers done. Don't need high-priced legal help, but needed something I could understand. Perfect for my needs.

Posted on 11/26/2021

Easiest way yet to create your critical documents!

By Robert S.

I was looking for software to create my Will, Power of Attorney and a few more estate planning forms. I test drove several packages but the NOLO software provided the easiest interview based process and most comprehensive set of state specific forms.

Posted on 11/23/2021

A great, guided way to make a will

By Nathan B.

I've long felt that a will shouldn't have to be an extensive and expensive meeting with a lawyer. Just tell me what choices I have and let me make the decision. Willmaker & Trust is an easy, step-by-step guide to planning and codifying what should happen once you've passed.

Posted on 11/18/2021

Great option

By Elisabeth M.

So great to have a way to make a DIY will! Affordable and thorough, and can be downloaded on multiple devices so you can make & update your will(s) from wherever.

Posted on 11/16/2021

So Far...So Good

By Benny S.

I am still in progress of filling in the blank but it covering all the bases so far!

Posted on 11/15/2021

Review

By Lena J.

I am currently working on completing it now. I am doing so in preparation for a one-on-one legal consultation. It is forcing me to think through many issues and make informed decisions before I get there. Great job, Nolo!

Posted on 11/6/2021

First Look

By Monty M.

I've only had this software for a few weeks and haven't yet really dug into its full range of capabilities. First impression is positive as the beginning interview process is strikingly similar to Quicken and TurboTax in gathering personal details and preferences. The overall program seems well organized and will meet my expectations and needs. There is more to come as I immerse myself in the intricacies of the various documents. Bottom line: first impression is very good; more to come later.

Posted on 10/26/2021

Clear explanations every step of the way

By Makiko D.

Writing will was uncharted territory for me but I could finish it much earlier than I anticipated.

Posted on 10/23/2021

Quick and informative

By Robert C.

This purchase was to replace a 12 year old software. Very simple and easy to use, every step is explained plus research is available for in depth review if needed.

Posted on 10/16/2021

Well written explanations

By Gary P.

As I progressed through the various documents I had not expected to find such well written explanations at each interval. In addition, again at each interval, I was guided to a more thorough narrative on the topic. The narratives were state-specific which I found in comparing to my own state sources.

Posted on 10/14/2021

Good, straightforward, product

By Ross J.

Simple, understandable, language, with clear instructions creates a calm and pleasant will writing experience.

Posted on 10/13/2021

Love Willmaker 2022

By JAMES T.

WOW - I love it. Easy to use. Comprehensive and detailed guidance while completing Wills, etc. State specific. Excellent software! Thanks to Jay for his help and assistance during my purchase.

Posted on 10/10/2021

Satisfied

By William M.

I have had Quicken Will Maker for several years, made my own will, had a lawyer check it out, he advised me all is good. Happy with this product.

Posted on 10/4/2021

Just started

By Maureen C.

I ordered the Quicken WillMaker & Trust 2022. I have completed approximately half of the documents and find it so very helpful. The wording is very uncomplicated and explained in great detail. The explanations gives us information that we had not thought of and is most complete.

Posted on 9/28/2021

Works for me.

By Marvin C.

My first document was the Revocable Trust. Easy to follow, You can not jump sections No need to get Attorneys, Just follow directions.

Posted on 9/23/2021

WOW Exceeds Expectations

By Dennis B.

Excellent software and informative explanation of options. In less than 48 hours I downloaded, installed, read documentation and created wills for my spouse and myself. I spent days researching pros and cons of alternatives.

Looking forward to completing the rest of our estate plan with NOLO.

Posted on 9/21/2021

Nice Step-by-Step process

By Michael E.

Really good explanations thru each step and access to more info outside the program. I really like the easy access to legal help if needed. Program esthetics are not as nice as I would have thought. I had a little trouble getting back to where I was to see info but I finally figured it out. I would Definitely recommend the software to Anyone. What a great way to get more people started on life documents then if you need extra legal help you can get it.

Posted on 9/7/2021

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