Quicken WillMaker & Trust 2021 vs Quicken WillMaker & Trust 2020 Premium – Product Comparison

TO SEE THE UPDATED REVIEW OF QUICKEN WILLMAKER & TRUST 2021 CLICK HERE

In a previous post, I discussed important legal documents everyone should have.  Sometimes it can get overwhelming with the choices given when looking for a document program.  In this article, we’ll take a look at which computer software program will better fit your needs  – Nolo Quicken WillMaker & Trust 2021 or Quicken WillMaker & Trust Premium 2020.  A few questions to ask yourself are; what documents do you want to create? Do you want to download the program or do you prefer to have a disc that uploads to your computer? Is customer service important to you? By answering these questions and reading this review, you will be well on your way in choosing the right program for you.

Creating your own documents will save you a lot of money compared to hiring an attorney. However, after completing your documents, you might want to consult with an attorney to be sure everything is complete, compliant to your state, and covers your needs.

Please be aware for both of these versions; estate planning documents are not valid in Louisiana, U.S. Territories or Canada.

Nolo WillMaker & Trust 2021

For Price or To Purchase Click Here

System Requirements:

Available in both PC and Mac Download

  • 1 GHz or higher and memory minimum 2GB
  • Storage: 54 MB available space
  • Download size 1.5 GB
  • Windows 8/8.1/10
  • MacOS  Sierra 10.12
  • PC ASIN : B08HKF9YSD
  • MAC ASIN : B08HKGNKHM 

Description:

Nolo Quicken WillMaker & Trust 2021 is Quicken’s basic WillMaker program. However, being the basic line, it does come with quite a few forms which depending on your situation might be all you need.

Includes the Ability to Create the Following Documents:

Boy, with the new version of Nolo Quicken WillMaker & Trust 2021, they did a fantastic job of getting us more documents. Last year there were only a handful of documents, where this year, all I can say is wow. So many more documents that were only available in the premium version are now given in this basic version. Here are a few of them – see the table below for a more thorough list.

  • Will
  • Revocable Living Trust
  • Health Care Directive
  • Durable Power of Attorney – Financial
  • Final Arrangements
  • Letters to Survivors
  • Much More – See Table Below

Other Features:

  • Contains a quiz to help you decide what documents you need.
  • Uses an interview format that lets you complete documents at your own pace.
  • A user-friendly legal manual answers common questions. 
  • Estate planning documents are not valid in Louisiana, U.S. Territories or Canada.

Pros: 

  • Great price point
  • Easy to use
  • Good product for the price
  • State-specific

Cons:

  • Depending on your needs it might not have all the forms you need.
  • No returns or refunds – but this is pretty standard with computer software.

 

Quicken WillMaker & Trust 2020 Premium

Quicken WillMaker & Trust 2020 Premium

For Price or To Purchase Click Here

Please Note:  This item is currently unavailable.  I will be updating with the new 2021 version when it becomes available.  

System Requirements:

  • 2GHZ memory and 2GB HD
  • Windows 7/8/8.1/10
  • Mac OS 10.11 and higher
  • Comes with a CD and Download Keycard
  • ASIN: B07GF7LHVH

Description:

Quicken WillMaker & Trust 2020 Premium comes with a lot of bells and whistles. Though a little more expensive than Quicken WillMaker & Trust 2020, in my opinion, it is well worth the price if you need more extensive documents.

Pros:

  • State Specific.
  • Many more documents.
  • Included is an array of Nolo’s eBook Library topics.
  • Updates through 2020.
  • If unopened/unused product is returnable

Cons:

  • Comes with a lot of documents and you may be in a place in life where they don’t pertain to you and thus would be overkill.
  • The price is higher than the basic program.
  • No digital delivery

   

 

COMPARISON CHART    
Document Nolo Quicken WillMaker & Trust 2021 Nolo Quicken WillMaker & Trust 2020 Premium
  Nolo Quicken WillMaker & Trust 2021 Quicken WillMaker & Trust 2020 Premium
Legal Will ✔️ ✔️
Revocable Living Trust ✔️ ✔️
Durable Power of Attorney for Finances ✔️ ✔️
Final Arrangements ✔️ ✔️
Health Care Directive (Living Will & Health Care POA) ✔️ ✔️
Letter to Survivors ✔️ ✔️
Information for Caregivers and Survivors ✔️ ✔️
General Bill of Sale ✔️ ✔️
Limited Power of Attorney for Finances ✔️ ✔️
Temporary Guardianship ✔️ ✔️
Authorization for International Travel with Minor ✔️ ✔️
Authorization for Care of Minor ✔️ ✔️
Authorization for Minor’s Medical Treatment ✔️ ✔️
Child Care Agreement ✔️ ✔️
Elder Care Agreement ✔️ ✔️
Pet Care Agreement ✔️ ✔️
Affidavit of Domicile ✔️ ✔️
General Notice of Death ✔️ ✔️
Notice to Creditor of Death ✔️ ✔️
Executor’s Checklist ✔️ ✔️
Nolo’s eBooks 2 20
Property Worksheeet  ✔️ ✔️
Revocation of Health Care Directive  ✔️ ✔️
Security Agreement for Borrowing Money  ✔️ ✔️
Notice to Terminate Joint Credit Card Account  ✔️ ✔️
Promissory Note  ✔️ ✔️
Revocation of Power of Attorney  ✔️ ✔️
Authorization to Drive a Motor Vehicle  ✔️ ✔️
Child Care Instructions  ✔️ ✔️
Housekeeping Services Agreement  ✔️ ✔️
Housesitting Instructions  ✔️ ✔️
Request for Birth Certification  ✔️ ✔️
Notice to Put Name on Do Not Call List  ✔️ ✔️
Subscription to Membership Cancellation Form   ✔️
Employee Death Benefits Letter  ✔️ ✔️
Executor’s Letter to Financial Institution  ✔️ ✔️
Request for Death Certificate   ✔️
Price or To Purchase Current Price Current Price

What has your experience been with creating legal documents either by yourself or with a third party?  Comment below.

 

4 thoughts on “Quicken WillMaker & Trust 2021 vs Quicken WillMaker & Trust 2020 Premium – Product Comparison”

  1. Great planning tool! I knew there was one type but I didn’t know there were multiple kinds! I’m going to start using this software!

    Reply
    • Hi Ruby,

      I’ve found Quicken to be a great tool. I hope you find it as invaluable as I have. Once you use it let us know how you like it. Thank you for reading and commenting.

      Reply
    • Hi Laura,

      Thank you for your question. If you are referring to something like an ancestry or genealogy type bloodline to enter into the program I’m sorry to say no there isn’t. However, a new updated version is supposed to come out in October-I don’t know what will be in that version but you might check back then if you have the time. Thank you for visiting.

      Debbie

      Reply

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