Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials (Book with Software) | 
| Author: Editors Of Nolo
Publisher: NOLO
Category: Book
List Price: $69.99
Buy New: $39.99
You Save: $30.00 (43%)
New (24) from $39.99
Avg. Customer Rating:  72 reviews
Sales Rank: 5236
Media: Paperback
Edition: 2009 Edition
Number Of Items: 2
Pages: 600
Shipping Weight (lbs): 2.3
Dimensions (in): 9 x 7 x 1.5
ISBN: 141330902X
Dewey Decimal Number: 346.73052
EAN: 9781413309027
Publication Date: October 29, 2008
Availability: Usually ships in 1-2 business days
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Product Description
America's No. 1 selling estate planning software in book form, 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 2009 Edition: Estate Planning Essentials 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.
PLUS! Package includes a free CD-Rom of Nolo's bestselling title THE EXECUTOR'S GUIDE with Quicken Willmaker 2009, a value of $39.99!
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
Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials 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 2009 Edition: Estate Planning Essentials 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.
Need to know more? Here are in-depth details about what you can do with Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials:
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 2009 Edition: Estate Planning Essentials can handle all these family situations -- and many more!
Estate planning documents not valid in Louisiana.
List of Forms
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
Property Inventory Worksheet
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| Customer Reviews: Read 67 more reviews...
 EAsy to use and appears to be really complete December 2, 2008
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 simple to use. This software/book combination will allow you to file numerous legal documents including Bill of Sales, Power of Attorney and Medical care requests. Heck, it even allows you to leave your money to your cat if you wish. Since all of the people you put into the system are saved, when you need to fill out a new form, you don't have to repeat any of that information - Willmaker does it for you. While I intend to run anything this product produces through a real attorney for protection, it certainly will save me hundreds of dollars on drafts. Like any other Quicken product, this is first-class.
 Awesome product to get your affairs in order. November 29, 2008
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 problem on my windows xp system. I did not try to load it on my windows vista as I've had nothing but trouble with windows vista and didn't want one more headache.
There were all the forms we needed and able to print out. This program was not good in Louisiana. It was convenient to be able to plan one's thoughts and getting it on paper without having the stress of finding an estate attorney much less paying for one. Overall a good investment.
Makes it easy to create legal documents November 28, 2008
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 600 pages, there's a lot of information there to look over. And the title of this book ("WillMaker") is misleading - creating a will is covered by about a third of this book. The remaining chapters of this book deal with trusts and all those other legal documents that you hear about but aren't sure whether you need them or not.
I started the entire process by skimming the book - let's face it - if I'm iffy about spending the time to write a will, do I really want to spend the time to read about 200 pages of text? I'm glad to say that the book is an easy read - it doesn't talk down to you, yet is easy to understand. There are clear examples of situations to help you to understand the concepts.
After skimming the book, I decided to install the software. I have a Windows computer with XP and found that the software installed very easily. After installation, I was given the option to register (and received a $10 coupon for my next Nolo product - thank you). The software also checks for updates (if you ever used TurboTax - it works exactly like that - every time you open the program, it wants to check for updates), and if it finds any updates from its website, downloads and installs those updates.
The software makes creating documents easy. A simple question at the start of the program helps the program determine which documents you need. You can then create these documents as you wish. What I liked is that it uses a split screen - on the left side of the screen it asks you a question (i.e. do you have pets?) and on the right side there is online help that provides guidance as to what the question entails and what you need to do. Just answer the question and click Next.
Included with this book and software is a CD that contains an eBook for people who are Executors of other people's estate. It's a 500+ page book in PDF format that while I don't need, is a very nice-to-have.
All in all, this product can help you to overcome your hesitations in creating those needed legal documents. Nicely done!
Used For A Multitude of Forms November 28, 2008
2 out of 2 found this review helpful
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, should the need arise.
3) We like to be prepared for any emergency, and have back-up plans for our back-up plans, so the extra forms were right up our alley. For example, we travel without our dogs, so we need to authorize their caretaker to make medical decisions in an emergency, which also makes things easier for our vet.
4) The book itself is extremely detailed and well-organized, so I was able to find answers to my questions without a hassle.
We used another source to create our original will, but we used Nolo to make updates, and create the other forms that are useful to us.
I think anyone would find what they are looking for in this package, but I highly recommend this to parents who are worried about their children's future in any scenario. You may also want to read Nolo's Encyclopedia of Everyday Law: Answers to Your Most Frequently Asked Legal Questions.
 Excellent as usual November 27, 2008
0 out of 3 found this review helpful
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!
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