Are you looking to prepare legal documents but want to do so in the comfort of your home using your computer? Well, Nolo Quicken WillMaker & Trust 2021 might be the software program you need. In this review, I’ll explore the features and pros and cons of this software program in the hopes that it will help you decide if this is the right program for you.
In a previous article I wrote, 5 Legal Documents Everyone Should Have, as the title says, I discuss five important documents everyone should have. These same documents are included in this version of Quicken WillMaker & Trust 2021. But not only those five forms, but the program also comes with over 35 documents and two eBooks that download directly to your computer. Below there is a table of the documents included.
A great feature of this program is you can use it for multiple family members. This means, for instance, you can make a will for yourself, your parents, your children, etc. without purchasing multiple programs.
If you’re concerned about the legality of the program and the documents it helps you create, Quicken WillMaker & Trust has a team of lawyer-editors working to ensure each form is state-specific as laws do vary from state to state. For instance, did you know in Florida, your primary residence must go to your spouse or minor children?
Both PC and Mac versions are available, so be sure to choose the one that is right for you. This is very important because there are no returns or refunds. This may sound harsh, but it’s pretty typical as far as computer software goes. Once you purchase your program, you’re provided with updates throughout the year of your product – through 2021.
- 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
Forms and eBooks Included
|Affidavit of Domicile||General Notice of Death||Executor’ Letter to Financial Institution|
|Executor’s Checklist||Employee Death Benefits Letter||Notice of Creditor of Death|
|Estate Planning Documents|
|Legal Will||Durable Power of Attorney for Finances||Revocation of Health Care Directive|
|Revocable Living Trust||Information for Caretakers and Survivors||Final Arrangements|
|Health Care Directive – Living Will and Health Care Power of Attorney||Property Worksheet||Letter to Survivors|
|Home & Family Documents|
|Child Care Agreement||Temporary Guardianship||Pet Care Agreement|
|Child Care Instructions||Elder Care Agreement||Authorization to Drive a Motor Vehicle|
|Authorization for Care of Minor||Housekeeping Services Agreement||Notice to Put Name on Do Not Call List|
|Authorization for Minor’s Medical Treatment||Housesitting Instructions||Subscription or Membership Cancellation Form|
|Authorization for International Travel With Minor|
|Personal Finance Documents|
|General Bill of Sale||Promissory Note||Limited Power of Attorney for Finances|
|Security Agreement for Borrowing Money||Notice to Terminate Joint Credit Card Account||Revocation of Power of Attorney|
|Nolo’s Quicken WillMaker & Trust 2021|
|Special Needs Trusts: Protect Your Child’s Financial Future|
- It 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.
- Great price point
- Easy to use
- 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.
Overall, Quicken WillMaker & Trust 2021 gives you a lot for your money. Over 35 documents and two eBooks that download directly to your computer. Doing these types of documents in the comfort of your own home gives you the freedom to work on them when you choose…take a break…come back at some other time to work on them some more.
Even though there is a legal team behind Nolo Quicken WillMaker & Trust 2021, I would suggest taking your completed documents to an attorney to be sure you have everything done the way you want and to your state’s specifications. Also, estate planning documents are not valid in Louisiana, U.S. Territories, or Canada. If you live in those areas, this isn’t the program for you.