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Quicken WillMaker & Trust vs Quicken WillMaker & Trust Premium 2021

Since writing this article, Quicken has launched Quicken WillMaker & Trust 2024.

Click Here To Read Quicken WillMaker & Trust 2024

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.

Before purchasing 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 comparison, 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.

Both the Basic and Premium version guides you through the process from beginning to end, giving you practical and legal information to make the best decisions for you and your family.

These programs allow you to create essential documents, not only wills but other estate planning documents from the comfort of your home.

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 a legal professional to be sure everything is complete, compliant with your state, and covers your needs.

Estate planning documents are not valid in Canada, Louisiana and US Territories.

Quicken WillMaker & Trust 2021 – Basic

Quicken WillMaker & Trust Basic vs Premium (2021) - Basic

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


Nolo Quicken WillMaker & Trust 2021 is Quicken’s basic WillMaker program. Don’t let basic thought fool you. 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, Nolo did a fantastic job getting us more documents. Last year there were only a handful of documents, whereas 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.

  • Living Will
    • This legal document gives you the power to decide who gets your assets and who will look after your children if they are ever in need of assistance. These issues are decided by state law without a will.
  • Living Trust (Revocable)
    • A fast, private, and probate-free method of transferring property after death is offered.
  • Health Care Directive
    • Lay out your wishes for medical care and name someone to carry out your instructions.
  • Durable Power of Attorney – Financial
    • If you become sick, it ensures that someone you trust will be there to handle the many daily, monetary tasks that will arise. Bills must be paid, bank deposits made, and insurance and benefits paperwork must be processed.
  • Final Arrangements
    • Describe your preferences for a funeral or other ceremony, burial, etc
  • Letters to Survivors
    •  Leave detailed explanations for your family members about your choices.
  • Documents for Your Executor: Make sure your executor has all the forms necessary to do the job: checklists, letters, notices and claim forms.
  • Information for Caregivers and Survivors
    • Organize your information so that your survivors don’t have to.

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.
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  • Great Price Point
  • Easy To Use
  • Good Product For The Price
  • State-specific


  • 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 2021 click

Read: Quicken WillMaker & Trust 2021 – Review

Quicken WillMaker & Trust 2021 Premium

Now Comes Included With 2022 Software Upgrade

Quicken WillMaker & Trust Basic vs Premium (2021)

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 (No Digital Delivery)


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


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


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

Comparison Table

Quicken WillMaker & Trust Basic vs Premium (2021)Quicken WillMaker & Trust 2021 Premium
Nolo’s eBooks220
Legal Will
Revocable Living Trust
Durable Power of Attorney for Finances
Final Arrangements
Health Care Directive and Living Will
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 (Personal Representative) 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

Popular Posts:

Quicken WillMaker & Trust 2022 (Buying Guide & Review)

Quicken WillMaker & Trust Review 2022 

Understanding Living Trusts

Understanding Living Trusts – Your Road to Avoiding Probate


5 Legal Documents Everyone Should Have – Do You?


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.

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  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!

    1. 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.

      1. 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?

        1. 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.

    1. 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.


    1. 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.

      1. 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.

    1. 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.

        1. 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

          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.


  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!

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