Quicken WillMaker & Trust 2020

America’s #1 Estate Planning Software

4.6 Rating

America’s #1 Estate Planning Software

Downloadable

(Windows or Mac)

Price: $89.99

Buy Now

CD Version

Price: $89.99

Buy Now

America's #1 estate planning software

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. 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 2020. Technical support is also available.

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

Benefits of using Quicken WillMaker & Trust

  • 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 answers common questions
  • A team of lawyer-editors working to ensure each document reflects the laws of your state*

Make a customized estate plan with these essential legal documents:

Will

Health Care Directive

Durable Power of Attorney

Executor Documents

Final Arrangements

And more!

Not Sure Which Documents You Need? Take the Document Quiz

New for 2020! WillMaker's Document Quiz helps you decide which documents to make. Just take a quick survey about your life's circumstances and WillMaker explains which documents might be useful to you.

PROTECT YOUR FAMILY

EASY TO USE

MAC & WINDOWS COMPATIBLE

SAVE BIG ON LEGAL FEES

172 Families started their estate plan today with WillMaker. Start your plan now!

Quicken WillMaker & Trust 2020 Includes:

ESTATE PLANNING DOCUMENTS

Legal Will

Revocable Living Trust

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

Revocation of Health Care Directive

HOME & FAMILY DOCUMENTS

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

Pet Care Agreement

Housekeeping Services Agreement

Housesitting Instructions

Request for Birth Certificate

Notice to Put Name on Do Not Call List

Subscription or Membership Cancellation form

Temporary Guardianship

Authorization for Care of Minor

EXECUTOR DOCUMENTS

Affidavit of Domicile

Employee Death Benefits Letter

Executor's Letter to Financial Institution

General Notice of Death

Request for Death Certificate

Notice to Creditor of Death

Executor's Checklist

PERSONAL FINANCE DOCUMENTS

General Bill of Sale

Security Agreement for Borrowing Money

Limited Power of Attorney for Finances

Notice to Terminate Joint Credit Card Account

Online Promissory Note

Revocation of Power of Attorney

Don't Delay, Start Your Will Today

Downloadable

(Windows or Mac)

Price: $89.99

Buy Now

CD Version

Price: $89.99

Buy Now

Want to know more? Here's a closer look at what you can do with Quicken WillMaker & Trust:

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 Quicken WillMaker & Trust, you can revise and update your will whenever you like.

Distribute your assets and provide property management while keeping your trust property out of lengthy and expensive probate proceedings after you die.

Spare your loved ones difficult decisions by laying out your wishes for medical care and naming someone to carry out your instructions. Includes a health care power of attorney and a living will.

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.

Make sure your executor has all the forms and instructions necessary to do the job: checklists, letters, notices and claim forms.

Plan a funeral or other ceremony and ease the burden on your loved ones. Describe your preferences for burial, cremation, memorials, obituaries and more.

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.

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.

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.

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.

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Questions?

Read our FAQ pages to get answers to questions like:

  • Can I use Quicken WillMaker to make a joint will with my spouse?
  • Do I need to have my WillMaker will notarized?
  • Why doesn't my will contain a list of my property?
  • How many people can I name to serve my executor?
  • Does the WillMaker will have a "common disorder" clause?
Additional WillMaker FAQs Additional Technical Support FAQs

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Customer Reviews

4.7
141 Reviews
5
76%

4
16%

3
5%

2
0%

1
3%

Highly recommend it - Just Do It! by Jim T.
I have used this product for many years and highly recommend it. I have dealt with 3 different deaths; having the right documents in place makes the process so much simpler. My wife and I review our situation annually and update the documents accordingly. Quicken Willmaker makes is super-easy to accomplish this activity. It also gives us peace of mind knowing that we have all of our documents in place that accurately represent our wishes. (Posted on 11/9/2019)

Simple and Easy to use by Tom M.
Steps you through the process of creating a will (AND TRUST) which I was looking for. Simple questions that you just have to answer and fill in the require information. (Posted on 11/6/2019)

Versatile ! by Barbara B.
Yes love the product have used in the past . Very versatile and informative. (Posted on 11/6/2019)

Trust and Peace of mind by Glynis H.
I have always trusted NOLO to provide the most current and accurate legal software on the market. I am not disappointed once again. Thank you for staying abreast of the current issues and changes and for providing the best resources and software. Peace of mind is everything these days. (Posted on 10/20/2019)

Highly recommend this product by Leslie K.
Excellent product! Easy to use. The interviewing process is similar to having a live person conducting the interview prior to preparing the document. (Posted on 9/30/2019)

Create & Maintain Essential Documents by William S.
WillMaker & Trust 2020 is an excellent tool for creating and maintaining all of my essential documents. And it is user-friendly. (Posted on 9/18/2019)

Complete and Easy by Kristi H.
Loved everything about this product. So easy to use and everything so clear and helpful. My one complaint is that each multi-page document that was produced a PDF did not clearly indicate on each and every page what document the page belonged to. For example, Affidavit and Acknowledgement pages did not indicate what document they were 'acknowledging' or 'affadaviting'. Each and every page that is produced and included in the totality of a Will or a Trust or a Financial DPA or a Health DPA should indicate what document the page pertains to.
pertains to (Posted on 9/17/2019)

Easy of Use by Glen I.
I have written a very basic will at this point but will add on as I can. I like the ease of use and the info that's provided. I will write a follow up to this review at a later date. (Posted on 9/5/2019)

Very easy to use and understand. by Susan A.
The software made it very easy to write up my will and gave me the confidence that it is done correctly. (Posted on 8/30/2019)

Simple and easy to use by Eileen W.
Simple and easy to use. It covers everything you need. Not a lot of legal language. (Posted on 8/24/2019)

Make your own will. by Clarence R.
Easy to use. (Posted on 8/8/2019)

Inexspenisve considering what is included compared to the competition. by Jesse R.
Easy to use and very comprehensive. (Posted on 8/5/2019)

Very Good Value! by Alan B.
I was very pleased with the Willmaker product that includes Will,Advance Healthcare Directive,Financial POA,Final Arrangements,and Information for Caregivers and Survivors. The information and questions were very thorough,and I needed to think things through before answering. I also realized that not all questions need to be answered,and some information will come up again in later pages of a document. I was also grateful that all documents can be filled out by both marriage partners(each person can have their own set of documents. (Posted on 8/3/2019)

Review by Virginia R.
Very easy to use. Exactly wanted it needed (Posted on 8/1/2019)

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 8/1/2019)

Review by Sharon L.
thrilled you are making this product for Macs (Posted on 8/1/2019)

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 8/1/2019)

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 8/1/2019)

Review by JME
Very helpful (Posted on 8/1/2019)

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 8/1/2019)

Good product by William B.
Nice product. Easy to use. (Posted on 8/1/2019)

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 8/1/2019)

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 8/1/2019)

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 8/1/2019)

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 8/1/2019)

Fantastic by Richard K.
Simple to use and thorough. Breezed right through wills for both my wife and I in no time. (Posted on 8/1/2019)

Easy to Use by Steven B.
Good Easy to Use Product (Posted on 8/1/2019)

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 8/1/2019)

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 8/1/2019)

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 8/1/2019)

System Requirements

  • Computer: 1 GHz or higher
  • Operating System: Windows 7/8/8.1/10 or macOS 10.12 and higher
  • Memory: Minimum 2GB
  • Hard Disk Space: 54 MB free space; for Windows up to 1.5 GB if .NET is not installed
  • Software: PDF Viewer
  • Internet Connection: To receive web updates

Take the next steps,
Protect your loved ones

Downloadable

(Windows or Mac)

Price: $89.99

Buy Now

CD Version

Price: $89.99

Buy Now