Showing posts with label nolo. Show all posts
Showing posts with label nolo. Show all posts

Quicken Willmaker Plus 2010 Review

Quicken Willmaker Plus 2010
Average Reviews:

(More customer reviews)
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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Quicken Legal Business Pro 2006 Review

Quicken Legal Business Pro 2006
Average Reviews:

(More customer reviews)
Like its predecessors, Quicken "Legal Business Pro 2006 (Contracts & Forms)" is a legal advice and pre-filled form/contract generator. Powered by Nolo Press, the program is useful for those who need to rapidly create contracts and forms for all aspects of small (and I do put strong emphasis on small) business operations.
Like its predecessors, Quicken LBP2006 has several e-books from Nolo Press, updated for this tax year. The e-books are typical Nolo Press books - well written, but not meant to replace the advice of a real laywer.
I will note that I used a Confidentiality Agreement in Quicken, and sent it to a person. That person, in turn, took it to a lawyer who sent me a letter illustrating the loopholes in the confidentiality agreement, and strongly suggested not using Quicken for contracts.
I believe that its good for small businesses, but for large accounts, run the printed form by corporate counsel - it already demonstrated to me that there are issues in the forms.

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Quicken Legal Business Pro 2007 Review

Quicken Legal Business Pro 2007
Average Reviews:

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I like Legal Business Pro because the interview syle makes it easy to complete the documents in its list. The list of documents is well populated also.
I used an earlier version that had a feature that I miss in this one. When you went into review mode, the answers to the interview questions were highlighted and you could click on them to go directly to that question. I haven't found that feature in this version and I miss it. It is cumbersome to have to always start at the beginning of the interview and page forward to find the item you need to change.
Also, I don't understand why it so difficult to make a "Save as..." copy of a document, but I'm sure I will find a work-around. That earlier version was a little better in this respect also.
Otherwise, the application is a very good product.

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Quicken Legal Business Pro 2008 Review

Quicken Legal Business Pro 2008
Average Reviews:

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Many of the forms in the package, which I just opened, can be found for free on the web through your Secretary of State's Corporation Division, the IRS website, or a local university law library. If you have been in business for any length of time, these forms are too simple. If you are just starting out, it's worth the expense of consulting with a local attorney or, at least, checking out local business associations' and library resources first.

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You don't need an attorney to start and run a business--most of the legal work involved simply requires reliable information and the right documents. With Quicken Legal Business Pro 2008 you'll get everything you need to get the job done.Completely updated to reflect the latest laws and regulations of your state Quicken Legal Business Pro provides: over 140 contracts forms and worksheets five completely searchable Nolo business bestsellers comprehensive "How to" checklists that help you through complex tasks free downloadable legal updates throughout 2008 a free downloadable edition of Nolo's business book Investors in Your Backyard (available after registration)Quicken Legal Business Pro brings these five Nolo bestsellers together in one easy-to-use software package:1. Legal Guide for Starting & Running a Small Business2. Tax Savvy for Small Business3. The Manager's Legal Handbook4. Negotiate the Best Lease for Your Business5. Marketing Without AdvertisingWith over 140 legal forms you'll have access to the documents you need when you need them. You can also take notes create bookmarks and read real-world examples of situations you're likely to face.Format: WIN 95982000 Genre:BUSINESS / FINANCE UPC:093371378298

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Quicken Legal Business Pro 2010 Review

Quicken Legal Business Pro 2010
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What you get:
1. Book: Your Little Legal Companion-small paperback book with thoughts on every life event you can think of, from getting your first apartment, car or pet to dealing with identity theft or divorce. Not comprehensive and detailed but it covers enough topics to bring up things you might otherwise not have considered.
2. CD:
a. FORMS-some very basic forms for basic business needs. Invoices, job aplications, power of attorney. These are probably all something you could find free on-line. Those included here are customizable with step by step instructions.
b. E Books- 4 "books" are included with information on setting up and running a small business. The are launched in a separate window "book reader". I recommend using the "show" option which opens a navigation pane at the left of the screen so you can better move around within the books. There is a ton of information included, all cross referenced with clickable links to other books/chapters containing information associated to your topic. A search tab is included to look for specific topics if you don't want to guess what book/chapter they might be in.
c. Link to [...] which provides a legal encyclopedia which is free to anyone-not just those who have bought this program- and includes a lot of the same information as this program.
So to summarize: A lot of what is included in this package is already available to you on-line. This program's raison d'ĂȘtre is to consolidate all that information and would make it easier to research and stay in compliance. ONE BIG CONCERN- if this is the 2010 version, why is some of the information given "as of 2008"? Example: :Individual Retirement Accounts (IRAs). Set up by individuals, not by the business itself. Annual contribution limit of $5,000 (in 2008)". It should not only include what the 2009 limitations are but provide some way to automatically update for subsequent years. An e-book is not going to do that which will force me to go on-line to research changes for the current year thus defeating most of the purpose of having this program. Seems like a pretty big flaw. BOTTOM LINE: a good resource but not going to replace your CPA.

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Quicken Legal Business Pro 2011 Review

Quicken Legal Business Pro 2011
Average Reviews:

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I don't know if I would necessarily start a corporation with 250 employees with this software, but for most people, this software library will go a long way towards officially documenting their life's little legal affairs. Everything from buying a car to starting a small business, to even buying your own home (without an agent) can be accomplished with this software.
For those of you doing any of the above mentioned activities, this set should be perfect (for banks and IRS). For those looking to deal in large sums of money or complicated affairs - you are already talking to a lawyer anyway ... for those of us looking for a nice set of everyday legal forms and for those staring a business - this is a great and indispensable software set to get to up and running (looking very professional I might add).


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