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Protect Your Family - Estate Planning Software

Product Information

America's No. 1 estate planning software helps you create a will, living trust, living will -- and much more!

Help protect your family and your assets, and save on legal fees! Quicken WillMaker Plus 2008 provides the legal forms you need. So comprehensive, the software assembles your forms from among 40,000 document possibilities -- but so easy to use, you'll have them finished in minutes.

Simply launch Quicken WillMaker Plus to create your own:

• Will
• Living Trusts, including an AB Trust
• Health Care Directive:
  • Living Will
  • Health Care Power of Attorney 
• Financial Powers of Attorney
• Final arrangements document
• Important documents for executors

The software also provides forms you can use every day, such as authorizations and agreements, promissory notes, and child and elder care forms.

For each document, Quicken WillMaker Plus takes you through a step-by-step interview. Your documents will automatically reflect the laws of your state.  (Note: Estate planning documents not valid in Louisiana.)

Add Bonus

Free!  The E-Book - The Busy Family's Guide to Estate Planning with Online Registration (Valued at $24.99)

Protect your family, and skip the stress!  It's so important to plan ahead for your loved ones – and with The Busy Family's Guide to Estate Planning, you can do so easily and with confidence.  It outlines 10 simple steps to take. Just tackle one step every month, and soon you can cross estate planning off your to-do list – and have peace of mind knowing you've looked after your family.

Author Liza Weiman Hanks, a lawyer and a parent, gives you practical guidance about what’s crucial to do now and what can wait. The Busy Family's Guide to Estate Planning will help you:

• Write your will
• Determine how much life insurance your family needs
• Figure out whether you need a living trust
• Learn about powers of attorney
• Work with a lawyer, if you need to

Free Inside!  Your Little Legal Companion (Valued at $9.95)

Plus, a Free Trial of Carbonite Online PC Backup!


Product Features

In-depth details about what you can do with Quicken WillMaker Plus:

• 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 lending or borrowing money to friends or family, creating bills of sale, ending a credit card account -- 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!

Note:  Estate planning documents not valid in Louisiana.

Includes

All forms are completed through a step-by-step interview, which customizes a document based on your answers. Completed documents can be printed directly, or exported to an RTF document, which can be opened in any word processor.

Wills and Living Trusts

• Will
• Self-Proving Affidavit (for Will)
• Letter to Executor
• Individual Living Trust
• Shared Living Trust
• AB Trust (aka Bypass Trust)
• Certification of Trust
• Assignment of Property (to Trust)
• Reverse Assignment of Property (from Trust)
• Revocation of Living Trust
• Restatement and Amendment of Living Trust

Leaving Others in Charge

• Health Care Directive (Living Will & Power of Attorney)
• Durable Power of Attorney for Finances
• Special (Limited) Power of Attorney for Finances
• Information for the Attorney-in-Fact
• Delegation Form for Attorney-in-Fact
• Resignation Form for Attorney-in-Fact
• Revocation Form for Recorded Durable Power of Attorney for Finances
• Revocation Form for Unrecorded Durable Power of Attorney for Finances
• Revocation of Health Care Directive
• Revocation of Power of Attorney
• Final Arrangements Letter

Documents for Your Executor

• Affidavit of Domicile
• Employee Death Benefits Letter
• Executor's Checklist
• Executor's Letter to Financial Institution
• General Notice of Death
• Notice to Creditor of Death
• Notice to Homeowners Insurance Company of Death
• Notice to Vehicle Insurance Company of Death
• Request for Life Insurance Claim Form
• Request for Life Insurance Proceeds

Personal Finance Documents

• General Bill of Sale
• Promissory Note (Amortized Monthly Payments)
• Promissory Note (Balloon Payment)
• Promissory Note (Payments of Interest Only)
• Promissory Note (One Lump Sum Payment)
• Security Agreement for Borrowing Money
• Notice to Terminate Joint Credit Card Account
• Notice to Put Name on Do Not Call List
• Cancel Membership or Subscription

Documents for Home and Family

• Child Care Agreement
• Child Care Instructions
• Authorization for Minor's Medical Treatment
• Authorization for Foreign Travel With Minor
• Temporary Guardianship Authorization for Care of Minor
• Elder Care Agreement
• Pet Care Agreement
• Housekeeping Services Agreement
• Housesitting Instructions
• Authorization to Drive a Motor Vehicle

Product Reviews

"By far the most comprehensive program we reviewed, offering guidance on everything..."
     - USA Today

"Walks you through making a will and provisions you need to consider for your situation."
     - CBS News

"Quicken WillMaker Plus... was easy to install from a CD, and we found the interview-style format intuitive. We found it the most complete of the five products we tried."
     - The Wall Street Journal

"From a group of tough critics, Nolo's WillMaker got the most praise... superior on every front."
     - Kiplinger's Personal Finance Magazine

"Write your own will using a software product such as WillMaker."
     - ABC News

"WillMaker is such an easy-to-use program that users may never need to look at the manual... refreshingly painless."
     - Fortune

"The most... comprehensive and widely praised of the will writing programs."
     - Chicago Tribune

"The level of detail and complexity anticipated by the program makes WillMaker one of the leading legal-advice programs on the market."
     - Inc.

"While each screen in WillMaker Plus is packed with reading material, the program is straightforward and assuredly resourceful."
     - PC World

"Even if you know you should see a lawyer... [WillMaker's] question-and-answer technique can help you sort through the options."
     - BusinessWeek

"When creating an estate plan or will, there are several things you need to know. This software can help you understand the process and answer many questions..."
     - About.com

"Includes a long list of documents, from a basic will to a living trust."
     - The News Journal

Windows Requirements

• Windows 2000, XP, Vista
• Pentium II 300 MHz processor 
  
  
• 64 MB of RAM 
  
  
• 19 MB Hard Disk space (26 MB to install)
  
  
• Super VGA, 800 x 600, with 256 colors (16-bit color recommended)
  
  
• 2X CD-ROM Drive
  
  
• 14.4 Kbps modem required to access online features (56Kbps or higher recommended)
  
  
• Any printer supported by Windows 2000/XP/Vista
  
  
• Microsoft Internet Explorer 5.0 or higher
  
  

This program is not a substitute for the advice of an attorney. This program provides forms and information about the law, and suggestions on how to use the program.