Quicken WillMaker & Trust Basic vs Premium (2021)

When looking for a trust and will document program, it can become an overwhelming task with all the choices available. In this article, Quicken WillMaker & Trust Basic vs Premium (2021),  you’ll explore the features and pros and cons of these two programs and discover which one better fits your needs. 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? Do you want additional ebooks? Is customer service important to you? By answering these questions and reading this review, you will be well on your way to choosing the right program for you -Quicken WillMaker & Trust Basic 2021 or Quicken WillMaker & Trust Premium 2021 by Nolo.

Creating your own documents can 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 with your state, and covers your needs.

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

Quicken WillMaker & Trust 2021 – Basic

Quicken WillMaker & Trust Basic vs Premium 2021 -Nolo Quicken WillMaker & Trust 2021

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

Description

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

Includes The Ability To Create The Following Documents

With the new version of Nolo Quicken WillMaker & Trust 2021, they did a fantastic job 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 at the bottom of the post for a more thorough list.

  • Will
  • Revocable Living Trust
  • Health Care Directive
  • Durable Power of Attorney – Financial
  • Final Arrangements
  • Letters to Survivors

Other Features

  • Contains A Quiz To Help You Decide What Documents You Need.
  • An Interview Format That Lets You Complete Documents At Your Own Pace.
  • A User-friendly Legal Manual Answers Common Questions. 
  • Free Legal Updates Through 2021.
  • 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

  • Limited ebooks
  • No returns or refunds – but this is pretty standard with computer software

For a more in-depth review of the Quicken WillMaker & Trust 2021click

Quicken WillMaker & Trust 2021 Premium

Quicken WillMaker & Trust 2021 Premium

System Requirements

  • 1GHzAnd 2GB Hd Memory
  • Storage: 54 Mb Available Space
  • Windows 8/8.1/10
  • Mac Os 10.12
  • Internet Connection For Legal And Technical Updates
  • It Comes With A Cd And Download Keycard
  • Asin: B08jyn39k8

Description

Quicken WillMaker & Trust 2021 Premium comes with all the documents included with the Basic version.  In addition to those documents, there are also 20 of Nolo’s Digital ebooks. If you don’t feel you require the ebooks, then the Basic version would be the one to choose. The ebooks included are:

  • 8 Ways to Avoid Probate – 101 Law Forms for Personal Use – Becoming a US Citizen – Credit Repair – Every Californian’s Guide to Estate Planning – Everybody’s Guide to Small Claims Court – Get it Together – Living Together – Long-Term Care – Make Your Own Living Trust – Neighbor Law – Plan Your Estate – Renters Rights – Saving The Family Cottage – Social Security Medicare Government Pensions – Special Needs Trusts – The Complete IEP Guide – Working For Yourself

Pros

  • State Specific
  • Windows and Mac Compatible
  • Included are 20 Nolo’s eBook Library Topics
  • Updates Through March 2022

Cons

  • The Price Is Slightly Higher Than The Basic Version. 
  • No Digital Delivery

Comparison Table

FormBasicPremium
Quicken WillMaker & Trust Basic vs Premium 2021 -Nolo Quicken WillMaker & Trust 2021Quicken WillMaker & Trust 2021 Premium
Nolo’s eBooks220
Legal Will✔️✔️
Revocable Living Trust✔️✔️
Durable Power of Attorney for Finances✔️✔️
Final Arrangements✔️✔️
Health Care Directive✔️✔️
Letter to Survivors✔️✔️
Information for Caregivers and Survivors✔️✔️
General Bill of Sale✔️✔️
Limited Power of Attorney for Finances✔️✔️
Temporary Guardianship✔️✔️
Authorization for Care of Minor✔️✔️
Authorization for International Travel with Minor✔️✔️
Authorization for Minor’s Medical Treatment✔️✔️
Child Care Agreement✔️✔️
Child Care Instructions✔️✔️
Elder Care Agreement✔️✔️
Pet Care Agreement✔️✔️
Affidavit of Domicile✔️✔️
General Notice of Death✔️✔️
Notice to Creditor of Death✔️✔️
Executor’s Checklist✔️✔️
Property Worksheet✔️✔️
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✔️✔️
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 Institutions✔️✔️
PricePricePrice

Thank you for stopping by. I hope in reading Quicken WillMaker & Trust Basic vs Premium (2021) you have become better informed before making a purchasing decision. With all products, features can change, so before purchasing, be sure the features that attracted you to the product are still the same.

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

15 thoughts on “Quicken WillMaker & Trust Basic vs Premium (2021)”

  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
      • If I use “Quicken WillMaker & Trust Basic” to create a Living Trust for me and my wife, do I need to update it every year by paying for annual updates to the software?

        Reply
        • Hello,

          Thank you for stopping by and for your question. This is the answer that Nolo has given me in regards to your question:

          “Each time you open WillMaker, the program checks to make sure you have the latest version (if you are connected to the internet). If it’s not up to date, the program will ask you to agree to run the update. Your software receives updates only for its product year–for example, Willmaker 2021 will not receive updates after the end of 2021. After the product year has passed, you will want to consider purchasing the newest version of Willmaker.”

          Thank you again.
          Debbie

          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
    • Me too.
      Don’t understand the difference with the trust in the Willmaker program vs the trust in the Living Trust program. Hard to believe they are the same when that would mean only a $20 difference for the will portion of the program.

      Reply
      • Mike and Kristin,

        I apologize for the delay in responding. I talked to a representative at Nolo (Nolo is the manufacturer of both programs) and what they told me is the difference between the basic and the premium program other than the price is the number of e-books you get.

        Reply
    • Hello,

      Thank you for your question. I have contacted the publisher to find out for sure if a deed for transferring a house to a living trust comes with the product. I will get back to you as soon as I hear from them. Thank you.

      Reply
        • Hi Harak Hi Susan,

          Here is the reply I received back from the publisher. I wasn’t sure if it answered your question so if not let me know and I’ll ask them to clarify.
          Thank you
          Debbie

          Thank you for contacting us. The information below explains the software’s capability in transferring property into a living trust.

          Transferring Property to Your Living Trust
          A revocable living trust is a legal structure you create by preparing and signing a document that specifies who will receive certain property at your death. Living trusts are designed to avoid probate, though some may also help you save on estate taxes or set up long-term property management.
          If you’ve already set up a living trust, this power gives your attorney-in-fact the authority to transfer property into your living trust only if you’ve given your attorney-in-fact authority over the type of property elsewhere in your documents. For example, if you want your attorney-in-fact to be able to transfer real into the living trust, you must also grant the real estate power. And if you want your attorney-in-fact to transfer bank accounts to your living trust, you must also grant the banking transaction power.

          Regards
          Nolo

          Reply
  2. Hey there,

    Also looking for clarity on asset transfer ( does the program supply A blank quit claim deed form that can be notarized and filed with the county clerk) and does it provide addendum forms ( we have an old trust that has outdated info that should be updated through addendum from what I was told)? Thanks!

    Reply

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