Quicken Willmaker Plus 2008 Edition: Estate Planning Essentials (Book with CD-ROM)
by: Editors of Nolo
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Product Description:
America's No. 1 estate planning book with interactive CD-ROM 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 Estate Planning Essential 2008 Edition provides the legal forms you need. So comprehensive, the CD-ROM assembles your forms from among 40,000 document possibilities -- but so easy to use, you'll have them finished in minutes.
Quicken WillMaker Plus Estate Planning Essential 2008 Edition includes a full "health care power of attorney." Dictate the health care you wish to receive if you can't speak for yourself, and be assured that your loved ones won't have to second-guess themselves!
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 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.
America's No. 1 estate planning book with interactive CD-ROM 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 Estate Planning Essential 2008 Edition provides the legal forms you need. So comprehensive, the CD-ROM assembles your forms from among 40,000 document possibilities -- but so easy to use, you'll have them finished in minutes.
Quicken WillMaker Plus Estate Planning Essential 2008 Edition includes a full "health care power of attorney." Dictate the health care you wish to receive if you can't speak for yourself, and be assured that your loved ones won't have to second-guess themselves!
Create your own:
Living Will
Health Care Power of Attorney
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.
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Customer Reviews
Average Rating:

Rating:
- EAsy to use and appears to be really complete
I am at the age where a will and living will are more important and decided it was time to get working on them. I got Willmaker the other day and in just a few minutes had a draft of a living will and am well on my way to having a will in place. There is some confusion on how to set up my step-children in my will, but the descriptions and the included book assure me I'll get the help I need to accomplish it. Basically it goes step-by-step, asking questions as you go along until you are done - VERY ... Read More
Rating:
- Awesome product to get your affairs in order.
I really liked receiving the book along with the CD. It was a great bundle.It has helpful advice especially when helping someone else prepare a will, which is my intended purpose in getting this program.It was saying that you need a witness to verify that you only typed what the person wanted you to rather than typing your own thoughts.I had no idea I needed a witness to prepare my father's will.I learned something in the first 5 pages of the book.
The program loaded without a ... Read More
Rating:
- Makes it easy to create legal documents
Writing a will is one of those things that I know that I should do but never get around to doing. It's not that I don't understand the importance of it, but I could never just sit myself down and do it. Besides a will, there just seems to be too many documents that needed to be completed besides a will - Health Care Directives, Power of Attorney Documents - you name it. For my situation (single home owner) which documents do I need?
At first glance, this book can seem daunting - at over ... Read More
Rating:
- Used For A Multitude of Forms
This review is for the Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials (Book with Software), and I will try to keep it simple:
1) The software is easy to load, use, and understand.I do not do much work with software programs, and the programs didn't give me any problems.
2) I was thrilled with the bonus executor cd-rom.I am the executor of my mother's estate, and I don't have any previous experience with those matters; it will also be a help to our executors, ... Read More
Rating:
- Excellent as usual
Nolo Press publishes excellent legal products to help us avoid over priced con artist lawyers. This is no exception. We produced all the Estate Planning paperwork we need for just a few dollars. Granted, if you have a very complicated situation it might not be for you. But even then, you could do a lot with this and then have a lawyer look it over and save you money by doing a lot of the paperwork yourself.
Besides, most people with complex situations have the dough to hire a lawyer!
- EAsy to use and appears to be really completeI am at the age where a will and living will are more important and decided it was time to get working on them. I got Willmaker the other day and in just a few minutes had a draft of a living will and am well on my way to having a will in place. There is some confusion on how to set up my step-children in my will, but the descriptions and the included book assure me I'll get the help I need to accomplish it. Basically it goes step-by-step, asking questions as you go along until you are done - VERY ... Read More
- Awesome product to get your affairs in order.I really liked receiving the book along with the CD. It was a great bundle.It has helpful advice especially when helping someone else prepare a will, which is my intended purpose in getting this program.It was saying that you need a witness to verify that you only typed what the person wanted you to rather than typing your own thoughts.I had no idea I needed a witness to prepare my father's will.I learned something in the first 5 pages of the book.
The program loaded without a ... Read More
- Makes it easy to create legal documentsWriting a will is one of those things that I know that I should do but never get around to doing. It's not that I don't understand the importance of it, but I could never just sit myself down and do it. Besides a will, there just seems to be too many documents that needed to be completed besides a will - Health Care Directives, Power of Attorney Documents - you name it. For my situation (single home owner) which documents do I need?
At first glance, this book can seem daunting - at over ... Read More
- Used For A Multitude of FormsThis review is for the Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials (Book with Software), and I will try to keep it simple:
1) The software is easy to load, use, and understand.I do not do much work with software programs, and the programs didn't give me any problems.
2) I was thrilled with the bonus executor cd-rom.I am the executor of my mother's estate, and I don't have any previous experience with those matters; it will also be a help to our executors, ... Read More
- Excellent as usualNolo Press publishes excellent legal products to help us avoid over priced con artist lawyers. This is no exception. We produced all the Estate Planning paperwork we need for just a few dollars. Granted, if you have a very complicated situation it might not be for you. But even then, you could do a lot with this and then have a lawyer look it over and save you money by doing a lot of the paperwork yourself.
Besides, most people with complex situations have the dough to hire a lawyer!
