Nolo's Quicken WillMaker & Trust 2020 Book & Software Kit

Nolo's Quicken WillMaker & Trust 2020 Book & Software Kit

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Price: $89.99

Nolo's Quicken WillMaker & Trust 2020 Book & Software Kit

Nolo's #1 bestseller!

, 2020 Edition

Use this book and software kit to 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.

Product Details

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.

The benefits of using 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*

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.

Want to know more? Here’s a closer look at what you can do with 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

New for 2020, 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

ISBN
9781413326970
Number of Pages
488
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 

About the Author

  • Editors of Nolo

    Nolo’s editorial department includes more than a dozen legal editors and a full-time legal researcher, who collectively have more than 100 years’ experience turning legal jargon into plain English. Most of our editors gave up careers as practicing lawyers in favor of furthering Nolo’s mission: Getting legal information into the hands of the people who really need it.

    All Nolo legal editors specialize in certain areas of the law, and many are recognized as national experts in their field. They write books, edit books by outside authors, and in their spare time write online articles and blogs, develop legal forms, and create the legal content of Nolo software.

Table of Contents

Quicken WillMaker & Trust Book & Software Kit

1. Planning Your Estate With WillMaker

  • Your Will
  • Living Trust
  • Durable Power of Attorney for Finances
  • Heath Care Directives (Living Will and Power of Attorney)
  • Final Arrangements Document
  • Information for Caregivers and Survivors
  • Letter to Survivors
  • Documents for Executors
  • Forms for Home and Family
  • Personal Finance Forms

2. About Wills

  • Legal Requirements
  • Dying Without a Will
  • Making Basic Decisions About Your Will
  • Making Your Own Will
  • Helping Someone Else Make a Will

3. About WillMaker Wills

  • What You Can Do With a WillMaker Will
  • What You Cannot Do With a WillMaker Will
  • A Look at a WillMaker Will

4. About You and Yours

  • Your Name
  • Your State
  • Your County
  • Marital or Domestic Partnership Status
  • Your Children
  • Personal Guardians for Your Minor Children
  • Your Grandchildren
  • Pets

5. About Your Property

  • Inventory Your Valuable Property
  • Property You Should Not Include in Your Will
  • Property You Own With Others
  • Property on Which You Owe Money
  • Property Ownership Rules for Married People
  • Your Spouse's Right to Inherit From You

6. How to Leave Your Property

  • If You Are Married or in a Registered Domestic Partnership and You Have Children
  • If You Are Married or in a Registered Domestic Partnership and You Do Not Have Children
  • If You Are Not Married or in a Registered Domestic Partnership and You Have Children
  • If You Are Not Married or in a Registered Domestic Partnership and You Do Not Have Children
  • Making Specific Bequests
  • Naming Residuary Beneficiaries
  • Naming a Trust as Beneficiary

7. Providing Management for Children's Property

  • Property Management for Property That Passes Under Your Will
  • Property Management for Property That Does Not Pass Under Your Will
  • Naming a Property Manager
  • Examples of Property Management

8. Choosing an Executor

  • Duties of an Executor
  • Naming an Executor
  • Naming an Alternet

9. Debts, Expenses and Taxes

  • Debts Others Owe to You
  • Debts adn Taxes You Owe

10. Make It Legal: Final Steps

  • Checking Your Will
  • Signing and Witnessing Requirements
  • Changing Your WillMaker Will
  • Storing Your Will
  • Making Copies of Your Will

11. Updating Your will

  • When to Make a New Will
  • How to Make a New Will

12. Letter to Survivors

  • An Introduction for Your Letter
  • Explaining Your Gifts
  • Offering Suggestions for Shared Gifts
  • Explaining Decisions About Your Pets
  • Instructions for Your Digital Assets
  • Writing About a Relationship
  • Thoughts About Life

13. When You May Need More Than a Will

  • Avoiding Probate
  • Reducint Estate Taxes
  • Using Trusts to Control Property

14. Durable Power of Attorney for Finances

  • About Durable Power of Attorney for Finnaces
  • About Your Attorney-in-Fact
  • The Basics of Your Durable Power of Attorney
  • When Your Document Takes Effect
  • Choosing Your Attorney-in-Fact
  • Specific Financial Powers
  • Additional Duties and Responsibilities
  • Paying Your Attorney-in-Fact
  • Nominating a Conservator or Guardian
  • Making It Legal
  • What to Do With the Signed Document
  • Making and Distributing Copies
  • Keeping Your Document Up to Date
  • Revoking Your Durable Power of Attorney
  • When the Power of Attorney Ends
  • Possible Challenges to Your Document

15. Health Care Directives

  • What Happens if You Don't Make Documents
  • What You Can Do With This Program
  • The Basics of Health Care Directives
  • entering Your Personal Information
  • Naming Your Primary Physician
  • Naming Your Health Care Agent
  • Specifying Your Health Care Wishes
  • In an Emergency:  DNR Orders and POLST Forms
  • How Pregnancy May Affect Your Wishes
  • Stating Your Wishes for Organ Donation
  • Making it Legal
  • Storing and Sharing Your Documents
  • Keeping Your Documents Up to Date
  • Revoking Your Documents

16. Final Arrangements

  • Making Final Arrangements in Advance
  • The Legal Effect of Your Document
  • Getting Started
  • Burial or Cremation
  • Mortuaries and Cremation Facilities
  • Emblalming
  • Caskets and Urns
  • Pallbearers
  • Transportation to Burial Site
  • Headstones, Monuments and Burial Markers
  • Epitaphs
  • Ceremonies
  • Your Obituary
  • Paying for Final Arrangements
  • What to Do With Your Finished Document
  • Changing or Revoking Your Document

17. If You Need More Help

  • Learning More
  • What Kind of Expert Do You Need?
  • Different Ways to Get Advice From a Lawyer
  • Finding a Lawyer
  • Working With a Lawyer
  • Doing Your Own Legal Research

Index

System Requirements

COMPUTER: 1 GHz or higher

Operating System: Windows 7/ 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

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