Showing posts with label estate planning. Show all posts
Showing posts with label estate planning. Show all posts

303 Professional Legal Forms Review

303 Professional Legal Forms
Average Reviews:

(More customer reviews)
If you decide to purchase this program you will need to have Macromedia Shockwave to use with this, and it does not tell you this until you install it. In addition this company did not bundle it on the CD-ROM. Even after installing this program it did not create a shortcut for it (though it is on my programs menu, and I was able to create a shortcut) from there. After installing Shockwave on my computer, it did not function properly. I was able to view the documents by clicking on them individually through the Windows registry, but it did not enable the macros so that I could fill them out. The wording of the documents and the many different types of documents offered are good, but this program does not work well at all on Windows 95, and I had so many problems with it I finally just uninstalled it and took it back to Office Depot. There is a cheaper program called PC Attorney available through Cosmi Software that works just as well if not better, or use Quicken Personal Lawyer, which is more money but definitely more user-friendly. Save yourself the hassle.

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Quicken WillMaker Plus 2009 Review

Quicken WillMaker Plus 2009
Average Reviews:

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Installation was very easy on my Vista PC. Laws continue to change, so I like the availability of free legal updates through 2009.
I have already created several documents. The process is very easy. Documents you need to complete are suggested based upon your answers to a few simple questions. Documents are tailored to your home state. Help and examples are available at every step. The interface is basic, but effective.
The program actually goes beyond estate planning, to include personal finance and home/family documents. My software came with a nice 200 page YOUR LITTLE LEGAL COMPANION paperback, and a free 500 page PLAN YOUR ESTATE e-book.
I can see why this is America's #1 estate planning software. I highly recommend this software.

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Quicken Willmaker Plus 2010 Review

Quicken Willmaker Plus 2010
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I purchased Quicken Willmaker 2010 only because I read in several sources that Willmaker includes features for creating Living Trust and AB Trust. I decided to pay more money to get the latest version (2010). Imagine my disappointment when I found that in version 2010 Intuit removed all features for creating Living Trusts! Not they decided to charge more than hundred bucks online for a simple trust document. Finally I bought the older Quicken Willmaker 2009 and yep, now I can create trust documents.
Intuit already has bad reputation for forcing people to upgrade, removing some features, making new products more complex because of continually rewriting their product to justify selling new upgrades every year. But this dirty move with Quicken Willmaker was the last straw. I fail to understand why would anyone introduce a newer version of a commercial product only to provide less value and to sell online services for 3x more money!

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Write your will with America's No. 1 estate planning software!
Help protect your family and your assets, and save on legal fees! Quicken WillMaker Plus 2010 provides the legal forms you need to create an effective estate plan. 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! When you register your software, you'll receive a coupon to create a living trust for only $1. And, as a special bonus, download a free copy of our bestseller, Estate Planning Basics.


Simply launch Quicken WillMaker Plus 2010 and create the following documents in minutes:
Will Health Care Directive:
Living Will Health Care Power of Attorney~
Financial Powers of Attorney Final arrangements document Important documents forexecutors
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 2010 takes you through a step-by-step interview. If you have any questions, simply check out the comprehensive onscreen legal manual. Expert tech support is also available. And, your completed documents will automatically reflect the laws of your state*.
Need to know more? Here are in-depth details about what you can do with Quicken WillMaker Plus 2010:

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 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 (or "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 between 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 2010 can handle all these family situations -- and many more!
*Estate planning documents not valid in Louisiana.


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Quicken WillMaker Plus 2011 Review

Quicken WillMaker Plus 2011
Average Reviews:

(More customer reviews)
This program contains some excellent resources for estate and end-of-life planning and could save you considerable money in legal costs. I have some experience in this field from the professional end, and I know that simple wills can be a lucrative proposition for attorneys. Quite often, it's a simple matter of plugging in the names of the beneficiaries and printing them off. No reason to pay an attorney to do this if you can do it yourself. (That said, if your situation is complicated, you need to hire the professional. Better that you spend the money now than leave your grieving family to work it out after you die.)
I have Windows Vista, and it installed painlessly. I had no trouble with launch, answered its questions to see what documents it recommended for me and drew up at first a simple will--leaving everything to my husband or, if he predeceases me, my son; dividing my properly unevenly among my family if my son also does not survive me. The only hassle here is in the uneven division. It says it does the math for you, but that's not exactly true--it totals it, yes, but you still need to be able to work out that so-and-so gets 1/9th while somebody else gets 1/6th. It's probably a whole lot easier if you divide it evenly, but there are some in my family who need more and some in my family who deserve more. Fortunately, I can still manage my basic math. The will it produced in this case was just fine. Too, the program offers good information in its sidebars and provides easy access to usage guides online. (It even prompted me to name a guardian for my dog--a nice touch.)
When I was finished, it asked me if I would like to produce the same will for my husband--a nice feature. I didn't have to go through the process a second time.
After that, I went back to make things more complicated by leaving specific bequests--handy if you want your Aunt Sally's china to pass to cousin Gertrude. It performed well here, too.
Since I was testing this product for Vine, I also poked at some of the other documents provided. It's really comprehensive, from direction for somebody taking care of your elderly relatives to authorization for somebody to take your child out of the country, from instructions for your housesitter to a "notice to put name on do not call list", there's a whole suite of useful documents in here, all very thoroughly explained and simple to use and print off. Moreover, with internet connection, it promises to offer any legal updates necessary to keep me up to date legally through the year.
Along with this package comes a free copy of Your Little Legal Companion: Helpful Advice for Life's Big Events from NOLO. I have nothing but respect for NOLO, but their definition of "legal" is pretty loose here. There's some good legal advice, to be sure, but at a random page opening (p. 151), I see the following tips (for travel): (1) contact your embassy in case of trouble; (2) bring toilet paper; (3) send postcards; (4) be careful with the food and bring Pepto Bismal; (5) get last minute information on U.S. international travel advisory and (6) don't worry that your dog will hold a grudge against you for being gone. This may all be good advice, but not much of it is legal. The book is full of this kind of thing. It's an entertaining read, but pretty light on law.
It also included a free download of Nolo's Encyclopedia of Everyday Law: Answers to Your Most Frequently Asked Legal Questions. Updated in 2008 (at least, the copy I downloaded), this book does give a pretty comprehensive overview of the law and some good, common sense suggestions for getting by in legally challenging environments: buying or selling a house; getting along with your neighbors, landlord or tenants; operating effectively when working for yourself or others; filing patents, etc. This book is a good added value, even if it is a digital copy, and it manages to remain highly readable even in discussing the law.
Overall, I think this package is a very good value and likely to be quite useful to individuals who want to draw up some of their own legal documents. You'll still need to follow some formalities on your own (for instance, my state requires two witnesses and a notary public for many legal documents), but you may save considerable money over attorneys fees, and if your needs are simple that's worth it in itself. The additional books are a nice touch, even if one of them is pretty lightweight legally.


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Make a legal will, health care directive and other documents that protect your family and property. Bonus! Includes free online living trust by Nolo. Plus: Register your software and download a free copy of Nolo's Encyclopedia of Everyday Law. "[Willmaker] can walk you through making a will and provisions you need to consider for your situation." 2/7/2011 CBS MoneyWatch. Save your family money and time—create a customized estate plan quickly and easily with Quicken WillMaker Plus 2011. The software provides the forms, legal information and step-by-step guidance. All you have to do is follow a simple question and answer interview, make your wishes known, and in less than thirty minutes you can produce the following legal documents that protect your property and loved ones:
Legal Will
Health Care Directive
Financial Powers of Attorney
Executor Documents
Information for Caregivers and Survivors
Revocation Documents
Final Arrangements Quicken WillMaker Plus 2011 also provides dozens of personal finance and home and family documents that you can use to deal with common money matters and household situations. Forms include:
Promissory Notes
Security Agreement for Borrowing Money
General Bill of Sale
Authorization for Foreign Travel With Minor
Housesitting and Childcare Instructions
Pet Care Agreement Find help along the way! If you get stuck while completing a document, the onscreen guide and legal manual are right at your side. They help you understand the current task and provide legal and practical answers to questions that arise as you complete your documents. Need to make changes later? No problem! You can revise your answers at any time. Quicken WillMaker Plus 2011 is written and updated regularly by Nolo's expert attorneys. Free legal updates will keep your program current through 2011. Choose Quicken WillMaker Plus 2011 and enjoy the peace and satisfaction of putting a solid estate plan into place. *Quicken WillMaker Plus 2011 is not valid in Louisiana or the U.S. Territories. "

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