Books : Quicken Willmaker Plus 2008 Edition: Estate Planning Essentials (Book with CD-ROM)

Binding: Paperback
Dewey Decimal Number: 346.73052
EAN: 9781413307160
ISBN: 1413307167
Label: NOLO
Manufacturer: NOLO
Number Of Items: 1
Number Of Pages: 556
Publication Date: October 01, 2007
Publisher: NOLO
Studio: NOLO
Sales Rank: 2924

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Editorial Review:

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.

Customer Reviews

Average Rating: out of 5 stars

Rating:

- Thoughtful, thorough guidance
This clearly crafted guide helps you decide how to structure your estate and makes sure you do not miss anything important, including health and do-not-resuscitate directives. You may well need a lawyer nonetheless, but you will know why and you will better understand their advice. It has my highest recommendation.

Rating:

- Idea and legal stuff nice, but limiting and has system problems
The biggest problem with WillMaker (for Windows XP) is that it will only run as Administrator. This is a fundamental violation of good security practice. For this reason alone, I cannot give it good recommendation.

Also it is a bit limiting in what you can specify. For example, I would have liked to name a charity to receive my estate if no one survived me. But I couldn't do it.

On the plus side it is very easy to use. And I like the Nolo legal philosophy of making ... Read More

Rating:

- Quicken WillMaker Plus 2008
I found Quicken WillMaker Plus 2008 to be an easily understood, comprehensive guide for anyone contemplating their own mortality. The presentation is logical with thoughtful recommendations on items which may be skipped if found to be unapplicable. When considering the possible cost of hiring a professional to educate rather than review the will or trust, the choice is clear. Self study of the material can drastically reduce the cost of composition. Quicken WillMaker Plus 2008 then becomes one of ... Read More

Rating:

- Great Living Trust Software
I purchased this book with cd primarily to create a Revocable Living Trust, as I was determined not to pay an attorney $1500 to do this for me. The product takes you through creation of the trust step by step, very easy to use.

Rating:

- Excellent product
For around $30 this was a great and thorough product. It was really easy to use. I read the first two chapters and felt like I had the information I needed and was able to create the will I wanted (very basic) in about a 1/2 hour on the computer. The book and software cover all sorts of things much more complicated. I highly recommend the product!

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