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Estate planning is essential for securing your legacy and ensuring that your wishes are honored. Quicken WillMaker & Trust 2025 offers an all-in-one software kit designed to make this process more accessible. Developed by the editors of Nolo, this program provides the tools needed to create a comprehensive estate plan, manage trust property, and avoid expensive probate proceedings.
Let’s dive into what the 2025 version offers and whether it’s worth the update.
The information provided on this website does not constitute legal advice, and no attorney-client or confidential relationship is or will be formed by using the website.
Always consult with a legal expert if you have any doubts or questions about your will and trust documents. Quicken WillMaker is a great tool to get started, but it is always better to have a professional review your documents to ensure they are legally binding and reflect your wishes accurately.
Please be aware that estate planning documents are not valid in Louisiana, US Territories (U.S.), or outside the United States including Canada.
What’s New in the 2025 Version?
The 2025 version of Quicken’s WillMaker & Trust introduces several key improvements:
- Streamlined User Interface: A cleaner, more intuitive design makes navigating the essential documents easier, from drafting a living trust to setting up directives for your minor children.
- New Legal Documents: The latest version includes additional forms, such as Authorization for Minor’s Medical Treatment and Elder Care Agreement, giving users more flexibility for handling specific financial tasks.
- Enhanced Security: With a greater emphasis on protecting sensitive data, the privacy policy has been updated, ensuring the use of this website is as secure as possible.
Features Overview
The software kit covers a wide range of self-help services, allowing users to handle various aspects of their estate plan, including:
- Wills and Trusts: Create a legally valid will or living trust that covers everything from personal belongings to bank accounts and real estate.
- Power of Attorney: Assign authority to a trusted person for handling financial tasks and healthcare decisions.
- Healthcare Directives: Prepare documents that communicate your healthcare wishes in case of incapacity.
- Final Arrangements: Arrange a funeral or other ceremony to lessen the stress on your loved ones. Outline your choices for burial, cremation, memorials, obituaries, and other related details.
Each form offers specific information and step-by-step guidance, making it easy to personalize your estate plan.
Video: Quicken WillMaker & Trust 2025: Is It Worth The Money?
User Experience
Quicken’s WillMaker & Trust 2025 is designed with ease in mind. From installing the software to drafting essential documents, the process is straightforward. The updated layout and instructions are particularly beneficial for seniors and first-time users, ensuring a smooth experience without the need for constant legal advice.
The software complies with terms of use and provides support through tutorials, making it easy to understand the specific information needed to complete each document.
Steps Involved:
- Step 1: Select A Plan
- If you need help in choosing a plan there is a step-by-step process to help you decide.
- When you purchase WillMaker Plus or All-Access, you have the option to create your estate planning documents either online or with the software. While you can use both methods, the data is not transferable between platforms, meaning documents created on one platform will not be accessible on the other.WillMaker Starter users do not have access to downloadable software so you will be completing the process online.
- Step 2: Begin Using WillMaker
- Step 3: Review and Sign Your Documents
- Examine your completed documents to verify that all information is correct and fulfills your requirements. Print and sign them according to the instructions to make them legally binding. Complete any extra steps needed, such as having witnesses for Wills or notarizing Living Trusts, to finalize your estate plan.
Legal Validity and Coverage
The 2025 version ensures that all documents are valid under current state laws. This includes wills, living trusts, and promissory notes. Be aware that estate planning documents are not valid in Louisiana, US Territories (U.S.), or outside the United States including Canada. It’s important to note that while the software can guide you through the process, it’s not a replacement for personalized legal advice, particularly if you have a more complex estate.
For additional legal support, users can access resources from llc dba Nolo, providing deeper insights into state-specific regulations.
Ideal Audience
Quicken WillMaker & Trust 2025 is ideal for individuals and families with straightforward estate planning needs. Whether you’re drafting a will or establishing a living trust for your minor children, the program is simple and cost-effective. However, for those with more complex estates, additional legal assistance may be required.
Pricing and Packages
Compared to previous versions, the pricing of the 2025 version remains competitive, offering excellent value for those seeking to manage their estate without costly attorney fees. The terms of use clearly outline what’s included in the package, and for an extra cost, you can receive access to legal consultations. If you’re looking to avoid expensive probate proceedings, this software is a worthwhile investment.
Nolo’s Quicken WillMaker & Trust 2025 Plans
| Starter $109* | Plus $149* | All Access $219* | |
| Wills | √ | √ | √ |
| Health Care Directive | √ | √ | √ |
| Final Arrangements | √ | √ | √ |
| Durable Power of Attorney for Finances | √ | √ | |
| Letters to Survivors | √ | √ | |
| Living Trust | √ | √ | |
| Transfer on Death Deed | √ | √ | |
| Download Version for PC/Mac | √ | √ | |
| Limited Power of Attorney | √ | ||
| Promissory Note | √ | ||
| General Bill of Sale | √ | ||
| Revocation of Health Care Directive | √ | ||
| Revocation of Financial Power of Attorney | √ | ||
| Quitclaim Deed | √ | ||
| Authorization for Minor’s Medical Treatment | √ | ||
| Authorization for International Travel With Minor | √ | ||
| Authorization to Drive a Motor Vehicle | √ | ||
| Child Care Agreement | √ | ||
| Elder Care Agreement | √ | ||
| Housekeeping Services Agreement | √ | ||
| Child Care Instructions | √ | ||
| Housesitting Instructions | √ | ||
| Pet Care Agreement | √ | ||
| Everplans Subscription One Year Subscription Organize Important Documents Secure Document Storage Share With Trusted Advisors | √ |
* Prices are at the time of writing this article and may change. Be sure to check the price before purchasing.
3 Free E-Books
When you purchase WillMaker & Trust 2025, you also get these three Nolo eBooks.
- Special Needs Trusts: Secure your child’s financial future with guidance from Kevin Urbatsch and Jessica Farinas Jones, Attorneys. Discover how to support a loved one with special needs while preserving their eligibility for government benefits. This resource includes all necessary forms and information for establishing a third-party special needs trust.
- Long-Term Care: by the Editors of Nolo provides guidance on navigating the challenging decisions associated with long-term care. This book helps you plan in advance and locate affordable care options that meet your needs.”
- Quicken WillMaker & Trust: The Legal Manual offers comprehensive information on estate planning to assist you in creating documents using WillMaker.
Pros and Cons
Pros:
- Comprehensive Features: Covers everything from wills to real estate.
- Up-to-date legal forms: Reflects the latest laws, ensuring your documents remain valid.
- Affordable option: A budget-friendly alternative to hiring a lawyer.
Cons:
- Limited legal assistance: More complex estates may require additional legal advice.
- Basic for advanced needs: Larger estates may need more intricate property management options.
Minimum System Requirements
Operating System
- Windows 10/11 or Mac OS 10.14 or higher
Internet Connection
- Required to receive updates, and to access your online WillMaker account
Conclusion
Quicken’s WillMaker & Trust 2025 offers substantial improvements over previous versions. From creating wills and managing trust property to ensuring your estate plan covers essential documents, it provides everything you need to secure your legacy. Whether you’re a first-time user or updating from a previous version, this is a powerful tool to have at your disposal.
Remember to always consult with a legal expert if you have any doubts or questions about your will and trust documents. Quicken WillMaker is a great tool to get started, but it is always better to have a professional review your documents to ensure they are legally binding and reflect your wishes accurately.
Ready to manage your estate with ease? Try Quicken’s WillMaker & Trust 2025 today and start protecting your future.