Important documents for executors
The CD-ROM also provides forms you can use every day, such as authorizations and agreements, child and elder care forms, promissory notes and documents to help you repair your credit.
For each document, Quicken WillMaker Plus Estate Planning Essentials 2008 Edition takes you through a step-by-step interview. Your documents will automatically reflect the laws of your state. If you have any questions, simply check out the comprehensive onscreen legal manual. Expert tech support is also available.
Need to know more? Here are in-depth details about what you can do with Quicken WillMaker Plus Estate Planning Essentials 2008 Edition:
Your Will
Provide for family, friends and charities. Name a personal guardian to care for young children. Specify the executor (or "personal representative") of your estate. Select a trusted person to manage property left to young people. Revise and update your will whenever you like.
Your Living Trust
Make a basic trust, whether you're married or single. If married, you can create a AB trust (or bypass trust) and spare your heirs from potentially heavy estate taxes. Create subtrusts for minor children and young adults. Name custodians for property left to children. Change or revoke your trust at any time.
Your Health Care Directive lets people who care for you make important decisions about your life and health when you can't. Create a:
Health Care Power of Attorney Permit a loved one to make important medical decisions for you if you are unable to do so yourself.
Living Will
Specify whether you want your life prolonged through artificial means. Appoint someone to make sure your wishes are carried out.
Your Financial Power of Attorney
Name someone to make your financial decisions, in case you are medically incapacitated. Don't worry, you can grant as much authority as you wish.
Your Final Arrangements
Plan a funeral or other ceremony. Clarify whether you want a cremation or burial. Select someone to oversee your final arrangements -- and more!
Documents for Your Executor
Make sure your executor ("personal representative" in some states) has all the forms and instructions he or she needs to do the job: Checklists, letters, notices, claim forms -- and more.
Personal Finance Documents
Over a dozen forms that let you handle financial situations you might face on any given day, such as disputing a credit card charge, lending or borrowing money to friends or family, creating bills of sale -- and more!
Home & Family Documents
Whether you need to authorize someone to travel with your child to another country, want to lend your car to a friend, or create an agreement with a trusted person to take care of your elderly parent, Quicken WillMaker Plus can handle all these family situations -- and many more!
Estate planning documents not valid in Louisiana.
| Customer Reviews: |
|
| |
| Willmaker |
| Customer Rating: 5 out of 5 |
 |
|
Arrived quickly and in good condition. Still reading the book but it seems pretty straight forward and easy to use.
|
| Exceptional |
| Customer Rating: 5 out of 5 |
|
|
I recently purchased this to upgrade my will and had all the usual worries about the makers screwing up a good product. I am happy to say that it's as easy to use as the one I am replacing. You never get swamped with legalese and if you have a question it is easily answered. A great buy for peace of mind.
|
| Easy to use |
| Customer Rating: 4 out of 5 |
 |
|
The book includes the software for creating the wills and powers of attorney. The software is very easy to use, has excellent help documentation, but it's also somewhat rigid in what one can enter. I would have wanted to see a conditional option, but it is possible to work around it. It also creates printable instructions, letters to executor, and other printable materials, which are as valuable as the legal documents. Overall, a great product!
|
| Amazingly Easy |
| Customer Rating: 4 out of 5 |
|
|
I had put off completing a will for as long as possible due to my frustration in a past experience with the high cost. I have seen one other program but never really used it as it was someone else's but I wanted to do something that was flexible and complete. This product is very simple and easy to use and allows the end document to be viewed prior to printing for any changes that might be needed. These things can be terribly complex or very simple but the program allows for either. I have not even started on the aspects of the program such as trusts or the living wills but I am confident it will be both easy and satisfying. I think they did this one right and I would highly recommend it to anyone that is interested in working at your own speed in the comfort of your own home.
|
| Quicken Willmaker Plus 2008 Edition |
| Customer Rating: 5 out of 5 |
|
|
This step by step software program and book make writing a will a much easier task. The book is also a great resource for answering many of the questions you might have about wills and trusts. The program also provides great one stop shopping for other important documents such as a durable power of attorney and health care directive. Highly recommend it for anyone who wants to write any of these important documents.
|
