Quicken WillMaker & Trust 2023 23.3.2829

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Quicken WillMaker Plus is the easiest way to create a property plan, whether you’re just getting started or want to update your previous agreements.

Quicken WillMaker Plus

Quicken WillMaker Plus review

This powerful software guides you through the process from start to finish, giving you the practical and legal information you need to make the best decisions for you and your family.

Key Features:

  • Individual property plan, including the will, health care directive and other required documents
  • Easy to use interview format that allows you to fill out documents at your own pace
  • A handy legal guide answers common questions
  • A team of editorial lawyers working to ensure that each document reflects the laws of your state

Your reliable financial power of attorney
A long power of attorney ensures that someone you trust (called your “agent” or “trusted person”) will be at your disposal for many practical financial tasks that will arise if you become incapacitated. For example, bills have to be paid, bank deposits have to be made, and someone has to deal with insurance and benefits documentation. In most cases, a long-term financial power of attorney is the best way to deal with such tasks. You can also give the trustee authority over your digital assets.

Your final arrangements
Plan a funeral or other ceremony and ease the burden on your loved ones. Describe your preferences for burial, cremation, memorials, obituaries and more.

Documents for your performer
Make sure your performer has all the forms and instructions required to complete the job: checklists, letters, notifications, and claim forms.

Information for Caregivers and Survivors
Arrange your information so that your survivors don’t have to do this. Use these documents to give them detailed information about everything from bank accounts, passwords to names of people you would like to contact in the event of your illness or death.

Letter to Survivors
Use the Letter to Survivors to leave a detailed explanation of your decisions to your loved ones. For example, you can tell them why you made certain gifts or named a specific person as your doer. You can also use your letter to leave some general thoughts about your life.

Personal Financial Documents
More than a dozen forms allow you to deal with general financial situations, such as lending or borrowing money from friends or family, creating an invoice and closing a credit card account.

Documents for home and family
Practical forms you can use every day to help maintain your home and ensure the safety of your family, including permits and agreements, bills of exchange, limited powers of attorney and forms of care for children and older people.

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