Quicken WillMaker & Trust Review 2022 – Guard Against Probate

Quicken WillMaker & Trust Review 2022 – Guard Against Probate explores the three versions of Nolo’s Quicken’s 2022 release, one of its most popular downloadable software programs.

Nolo’s Quicken WillMaker & Trust 2022 is a comprehensive and easy-to-use online tool that helps you in estate planning. It has all the features you need to set up your will, trust, power of attorney, and more. The software walks you through the process step by step with clear explanations for each question. You can also use it on mobile devices so that you can access it anywhere!

Unlike past years in this 2022 edition, there are three versions of Nolo’s Quicken Will Maker & Trust to choose from – Starter, Plus, and All Access. The features of these three programs are explored, and you’ll be able to discover which one better fits your needs.

Creating your own documents for estate planning 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 ensure everything is complete, compliant with your state, and covers your needs.

Please be aware that estate planning documents are not valid in Louisiana, US Territories (U.S.), or Canada.

Below is a convenient side-by-side chart for easy comparison.

Comparison Table

StarterPlusAll Access
Will
Healthcare Directives
Final Arrangements
Durable Power of Attorney
Letter to Survivors
Living Trust
Everplans

Why You Should Get Quicken WillMaker & Trust 2022

The three versions of Quicken 2022 provide all the functionality that you need to create your own estate plan and handle your final affairs when you’re gone.

Quicken Will Maker & Trust 2022 provides you with the forms and instructions that guide you through planning your estate. The program has straightforward software and has easy-to-use tools that allow you to enter information about yourself and your loved ones. The program presents you with questions, and you answer in a simple interview format.

Creating your documents is easy even if you’ve never done estate planning, and most people will not need an attorney. However, you still might want to have an attorney look over the documents to ensure they are state compliant and spell out your intentions.

What to Look for When Choosing a WillMaker & Trust Software Program

1. Simple to Use

A program that is user-friendly will require minimal training and time to use. If the system is too complicated and you have to spend a lot of time in training, then consider another system. If there are multiple mistakes you can make in just moving through the estate process without actually completing the process, then the program is likely too complicated for your needs.

2.Does The Program Have the Documents You Need?

Be sure the estate planning program has the documents you need. Four important documents to consider are:

  • A Legal Will
    • The heart of every estate plan is a Will, also known as a Last Will and Testament. This legal document puts you in control of who inherits your property and who would take care of your children if it were ever necessary. Without a Will, state law determines these issues. 
    • Making a will rarely involves complicated legal rules. With good do-it-yourself materials, it’s not difficult to make a will that takes care of basic concerns, such as leaving a home, investments, a small business, and personal items to your loved ones.
  • A Revocable Living Trust
    • Distributes your assets and provide property management while keeping your trust property out of lengthy and expensive probate proceedings after you pass.
  • A Financial Power of Attorney
    • A Durable Power of Attorney ensures that someone you trust (called your “agent” or “attorney-in-fact”) will be on hand to manage the many practical, financial tasks that will arise if you become incapacitated. You can also give your attorney-in-fact authority over your digital assets. 
  • A Health Care Directive
    • Lays out your wishes for medical care and naming someone to carry out your instructions. 
    • Also can be stated in a Living Will

3.Does the Program Allow For Individual or Multiple People?

If you have more than yourself that you want to create estate planning documents for, be sure to check if the program allows it. Some will only allow one person, while others enable you to create documents for all family members.


Quicken WillMaker & Trust 2022 (Buying Guide & Review)

System Requirements

Available In Both PC And Mac Download

  • 1 GHz Or Higher And Memory Minimum 2GB
  • Storage: 54 Mb Available Space
  • Windows 8.1/10
  • MacOS 10.13 and higher
  • Internet Connection – For Technical and Legal Updates
  • Software – PDF Viewer

Option 1

Starter

Description

The Starter Option comes with the ability to create three forms:

  • Will – Assign such things as:
    • State how your estate is handled after death.
    • Appoint an executor, or personal representative to carry out your wishes.
    • Appoint a guardian(s) for your children.
    • State who inherits your property.
  • Health Care Directives – Use to:
    • Make known your medical care wishes.
    • Name someone to carry out your instructions.
  • Final Arrangements
    • Describe your preferences for burial, cremation, memorials, obituaries, etc.


Option 2

Plus

Description

The Plus Option comes with the ability to create the three forms available in the Starter Option plus three additional forms:

  • Will – Assign such things as:
    • State how your estate is handled after death.
    • Appoint an executor, or personal representative to carry out your wishes.
    • Appoint a guardian(s) for your children.
    • State who inherits your property.
  • Health Care Directives – Use to:
    • Make known your medical care wishes.
    • Name someone to carry out your instructions.
  • Final Arrangements
    • Describe your preferences for burial, cremation, memorials, obituaries, etc.
  • Durable Power of Attorney
    • Appoint a person to make your financial decisions in the event you become incompetent.
  • Letter to Survivors
    • Use the Letter to Survivors to leave your loved ones detailed explanations about your decisions. For example, you may want to let them know why you made certain gifts or named a particular person to be your executor.
    • A place to leave important information for family or caretakers that may be needed in case of death, such as bank accounts, passwords, etc.
    • You can also use your letter to leave some general thoughts about your life.
  • Living Trust
    • Appoint someone to manage your assets if you become incapacitated or in the event of death.
    • Avoids lengthy and expensive probate for items listed.

Option 3

All Access

Description

The All-Access Option comes with the ability to create the six forms available in the Starter and Plus Option. In addition, you get a one-year subscription to Everplans. Everplans is digital storage.

  • Will – Assign such things as:
    • State how your estate is handled after death.
    • Appoint an executor, or personal representative to carry out your wishes.
    • Appoint a guardian(s) for your children.
    • State who inherits your property.
  • Health Care Directives – Use to:
    • Make known your medical care wishes.
    • Name someone to carry out your instructions.
  • Final Arrangements
    • Describe your preferences for burial, cremation, memorials, obituaries, etc.
  • Durable Power of Attorney
    • Appoint a person to make your financial decisions in the event you become incompetent.
  • Letter to Survivors
    • Use the Letter to Survivors to leave your loved ones detailed explanations about your decisions. For example, you may want to let them know why you made certain gifts or named a particular person to be your executor.
    • A place to leave important information for family or caretakers that may be needed in case of death, such as bank accounts, passwords, etc.
    • You can also use your letter to leave some general thoughts about your life.
  • Living Trust
    • Appoint someone to manage your assets if you become incapacitated or in the event of death.
    • Avoids lengthy and expensive probate for items listed.
  • Everplans
    • Easily share your estate plan with family, close friends, and trusted advisors.
    • Safely store wills, living trust, passwords, funeral wishes and so much more with a comprehensive shareable digital vault.
    • One-Year Subscription

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FAQ for Quicken WillMaker & Trust 2022 Review

1.Can I use Quicken WillMaker & Trust to make more than one set of documents?

Yes, Quicken WillMaker & Trust is intended for individual family use, and you can use it to make more than one of any document. You can make a Will for yourself, your wife, your brother, your parents, and so on.

2. Do I have to leave property to my children?

As of the writing of this post, you are not generally required to leave property to your children. There are a few exceptions; for example, your primary residence must go to your spouse or minor children in Florida.

However, it is crucial that you at least state each child’s name in your Will. (Your WillMaker Will does this.) If you don’t, it may not be clear whether you intentionally left a child out of your will or whether the child was accidentally overlooked (called “pretermitted,” under the law).

Children unintentionally omitted from your Will — usually because you made your will before they were born — may have a right to claim a share of your estate.

3. Does the signature on my Will need to be notarized?

At the time of the writing of this article, a Will does not need to be notarized. However, you must sign your will in front of two witnesses that are not relatives, but no state requires that a will be notarized to be valid.

Final Words

Getting your legal documents in order can be challenging, but it’s important to do. Nolo, a company that has been producing legal documents for 50 years, created Quicken WillMaker & Trust 2022. It provides everything you need for estate planning and more without breaking the bank or taking up too much of your time.

Nolo’s Quicken WillMaker & Trust has many features you’ll enjoy:

  • The program is easy to use with helpful features like an interview format and a simple interface that walks you through the process making it simple and taking the guesswork out of creating documents for your estate planning. The program is so user friendly that you can get everything done without needing an attorney or creating tons of paperwork.
  • With Quicken WillMaker & Trust 2022, you can revise and edit your documents as often as you like and automatic updates keep your program current through 2022.
  • Another great feature is it is intended for family use. This means you can create documents for multiple family members.
  • With all products, features can change, so be sure the features that attracted you to the product are still the same before purchasing.
  • Quicken WillMaker & Trust provides customer support up to the end of the edition year that you purchase. For example, if you buy the current edition, Quicken WillMaker & Trust 2022, you’ll have access to customer support through Dec. 31, 2022.
  • Technical Support is open Monday – Friday, 8am to 5pm PT. Closed on major holidays. If you submit your inquiry during off hours, they will respond as soon as possible starting the next business day.

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So this concludes this review of Quicken WillMaker & Trust Review 2022 – Guard Against Probate. In reading Quicken WillMaker & Trust Review 2022 – Guard Against Probate you have become better informed and hoping it will make you better able to decide if this is a program for you.

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

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