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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: $44.09
You Save: $25.90 (37%)
Rating:  95 reviews
Sales Rank: 1900
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 24 hours
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| Editorial Reviews:
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 90 more reviews...
 Impressive for the price January 1, 2009
Other reviewers have made comments and the list is extensive.
I am impressed with the price, and the improvements. we have a book and cd included.
I have found that the more complex a situation the more specific the person writting the will needs to be. And this software has continued to expand for a reasonable price!
It will improve your knowledge, and give you a product. If your state or situation requires more, you can have an attorney review it.
Otherwise many have no wills and this is a decent and evolving product.
As I find out more about it I will share my experiences.
Yet there are lots of reviews regarding this product.
It appears that this company listens to the customers.
 Nolo knows how December 26, 2008
I'm one of those people who really need to know the why and how of everything. I appreciated being able to look at each clause, then read below it a simple explanation of why the clause is legally necessary. This book has a great format, with various subjects and appendices easy to find. And it comes with the Quicken software. I really don't know how they could make it any easier to facilitate what all of us know we need to do: Make out that living will. Great product.
Wow, quick and easy December 23, 2008
I thought this would be exceedingly complex, but this willmaker is remarkably easy to do with step by step instructions. Even my complex needs were made remarkably simple.
What's more, they have steps to help you along every step of the way. This includes answering questions you might have regarding will making and other areas.
I won't have to use an attorney for a will. How cool is that?
A very complete will making kit December 18, 2008
This package includes 3 items:
*Quicken WillMaker Plus 2009 Estate Planning Software (CD)
*A 600 page Nolo Will making book (paperback)
*The Executor's Guide (eBook on CD)
*A $10 coupon for Nolo's online law store (you must register to receive this)
The software loaded easily and was easy to use. Upon loading, the software asked me to register and perform a web update. The update gives you a list of changes and updates made to the software. The only inconvenience is that the update requires a reboot, which is odd considering the initial software install required no reboot.
After install and update, the software gives you an overview of features and allows you to begin. This is not a simple will package but a comprehensive software package that allows you to create a variety of estate planning documents, including child and pet care agreements, power of attorney, final arrangements, living trusts, promissory note, subscription cancellations, request for birth and death certificates and a number of other useful documents.
The software includes electronic users and legal manuals.
The first step is to select the document you wish to create. The software then walks you through all the steps for creating the document. The software asks you a variety of questions applicable to the document you are creating, then imports your answers into the document for you. The software walks you through each aspect of creating the document. One concern is that if you have never created the specific document, you may have questions, which are not automatically answered but between the book, software and CD, everything you need is here.
I haven't gone through the whole package yet but once I have, I will update this review but my first impression is that it is a complete and easy to use package.
More to come...
Lawyer In A Book December 18, 2008
I used to have a copy of "Family Lawyer" software, which had very limited instructions with it. This book, on the other hand, is just perfect! Lots of manual, with the software needed to prepare the legal documents every family needs! I have been able to find answers to every one of my questions at every step of the way, and even supplies software updates through Jan 2010!
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