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

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, you’ll explore the features and pros and cons and discover which computer software program will better fit your needs  – Nolo Quicken WillMaker & Trust 2021 or Quicken WillMaker & Trust Premium 2021.  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.

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 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

 

NOLO Quicken 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

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 at 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

See Chart at Bottom of Post for Full List of Forms

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. 
  • 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

I wrote a more in-depth review of the Quicken WillMaker & Trust 2021 click the button to read.

Read Quicken Willmaker & Trust 2021 Review

 

Quicken WillMaker & Trust 2021 Premium

 

For Price or To Purchase Click Here

 

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
  • 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 Nolo’s Digital ebooks. If you don’t feel you have the need for 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  
    Document Nolo Quicken WillMaker & Trust 2021 Nolo Quicken WillMaker & Trust 2021 Premium
      Nolo Quicken WillMaker & Trust 2021 Quicken WillMaker & Trust 2021 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 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  ✔️ ✔️
    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  ✔️ ✔️
         
    Price or To Purchase Current Price or To Purchase Current Price or To Purchase

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

     

    6 thoughts on “Quicken WillMaker & Trust 2021 vs Quicken WillMaker & Trust 2021 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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