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Quicken WillMaker & Trust 2024 - Plus [Download]
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- Product Details
- Create legally binding wills, living trusts, powers of attorney, health care directives, and more.
- Make your documents online or with downloadable software for Mac and Windows.
- Go at your own pace with WillMaker’s easy, step-by-step interview format.
- Make informed decisions by consulting WillMaker’s legal manual.
- Have peace of mind with WillMaker’s lawyer-drafted state-specific documents.
- Create an unlimited number of documents for you and your immediate family.
- Update your documents as your circumstances change.
- Receive free legal updates and unlimited revisions through March 2024.
- Get unlimited customer support.
- Bonus: 3 free Nolo e-books
- Wills. 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 Quicken WillMaker & Trust will also allows you to name an executor, appoint a trusted person to manage property left to young people, forgive debts, and make a plan for what happens to your pets.
- Living Trusts. Use a living trust to help your estate avoid probate after you die. Like a will, a living trust distributes property to the people you name. But unlike a will, property that passes through a living trust can be passed directly to your beneficiaries, without waiting for court approval—saving your beneficiaries time and money. Quicken WillMaker & Trust includes individual living trusts, shared living trust (for couples), trust revocations, and certifications of trust.
- Transfer on Death Deeds. Use the Quicken WillMaker & Trust transfer on death deeds to transfer your home to your beneficiaries when you die, without probate. Before your death, you still own the property, and you can revoke the deed (or make a new one) at any time. Like living trusts, transfer on death deeds keep the property out of probate. Like wills, they are simple to make, revise, and revoke.
- Health Care Directives. In a health care directive, you can lay out your wishes for medical care (living will) and name someone to carry out your instructions (power of attorney for health care). The health care directives you make with Quicken WillMaker & Trust provide guidance for your loved ones if you are not able to make medical decisions for yourself. Making your wishes known (and legally binding) can spare your loved ones uncertainty and conflict during what would already be a difficult time.
- Durable Powers 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.
- Final Arrangements. Ease the burden on your loved ones by leaving clear descriptions about 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.
- Special Needs Trusts: Protect your child’s financial future by Kevin Urbatsch & Jessica Farinas Jones. Learn how to provide for a loved one with special needs without jeopardizing government benefits. Includes all the forms and information you need to make a third-party special needs trust.
- Long-Term Care: How to Plan & Pay for It by the Editors of Nolo. Finding the right long-term care often means making difficult decisions during difficult times. Long-Term Care helps you plan ahead and find the best care you can afford.
- Quicken WillMaker & Trust: The Legal Manual. Get detailed information about estate planning, designed to help you make documents with WillMaker.
- Will
- Living Trust
- Transfer on Death Deed
- Durable Power of Attorney for Finances
- Health Care Directive (Living Will & Power of Attorney)
- Final Arrangements
- Information for Caregivers and Survivors
- 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
- 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
- Pet Care Agreement
- Temporary Guardianship Authorization for Care of Minor
- General Bill of Sale
- Limited Power of Attorney for Finances
- Promissory Note
- Revocation of Power of Attorney
- Security Agreement for Borrowing Money
- System Requirements
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.
Making an estate plan doesn’t have to be difficult or expensive. With Quicken WillMaker & Trust 2024 you can make customizable and state-specific documents at your own pace and without a lawyer.
Quicken WillMaker & Trust 2024 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.
Want to know more? Here’s a closer look at what you can do with Nolo’s Quicken WillMaker & Trust:
*Estate planning documents not valid in Louisiana, U.S. Territories or Canada.
BONUS: Three Free Nolo E-Books
Included Forms
Operating System: Windows 10/11 or macOS 10.14 or higher
Internet Connection: Required to download the software and receive updates
