Quicken Willmaker & Trust 2020: Book & Software Kit Fifteenth Edition
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"Even if you know you should see a lawyer... [WillMaker's] question-and-answer technique can help you sort through the options." BusinessWeek
"From a group of tough critics, Nolo's WillMaker got the most praise... superior on every front." Kiplinger's Personal Finance Magazine
“By far the most comprehensive program we reviewed, offering guidance on everything…” USA TODAY
About the Author
- Item Weight : 1.6 pounds
- Paperback : 488 pages
- ISBN-10 : 1413326978
- ISBN-13 : 978-1413326970
- Product Dimensions : 7 x 1.5 x 9 inches
- Publisher : NOLO; Fifteenth Edition (October 29, 2019)
- Language: : English
- Best Sellers Rank: #46,086 in Books (See Top 100 in Books)
- Customer Reviews:
Top reviews from the United States
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The first, and biggest issue I have, other than it lacking a list of things you’ll need, like addresses, phone numbers, and other personal information on those mentioned in the will, is that when, or if, you need to backtrack and fix the 6th page of a series of Q&A to use in the final document, you are forced to go to the 1st page in the section an click Next repeatedly to end up where you want to edit.
The second is you do not seem to be able to name beneficiaries and contingents more than two deep. For example, if you want to leave your brother $1,000, and he does not survive you, you can name his son. If the son does not survive you, you can name someone else. If that someone else does not survive you, well too bad, no more levels.
Those really are my gripes, and I’d expect much better for the $60 plus bucks it costs. Okay, if your estate is simple and family or circle of friends small this likely will work fine. Whatever time you expect the process to take, at minimum, triple it.
Nolo has been around a long time, so I expected their app would keep pace with industry-leading apps and programming techniques. They haven’t, at least in Willmaker. Well, lawyers are mostly boring and this app reflects that perfectly.
We hired a lawyer to review the documents, and he billed us an extra hour "to diagram the logic" of the trust, which creates two new trusts when the first spouse dies, and repeats the final distribution plan separately for each spouse (the program has no concept of "when the last spouse dies do xxx").
The lawyer advised against this trust as being too difficult for our children to understand what to do when the time comes. He said the machinations in the Willmaker-generated trust might have some advantage in situations other than ours, perhaps (IIRC) when posthumus legal challenges were likely; but anyway unhelpful in our situation.
Ultimately, I converted the PDF to a word doc (against the program's admonitions) and replaced the offending complexity with what seemed to me to be direct and obvious. We had our hired lawyer review it, and he pronounced it sound saying "now there is no question of what your intent is".
In summary, the program is useful but the Living Trust language is overkill and unsuitable for use by a lay successor trustee without professional help.
The generated Will was fine.
The Durable Power of Attorney could not be recorded as-is (in Sonoma county, Calif.) because it lacked a required header with things like "Recording Requested By..." and "When Recorded Mail to...". But with some pdf magic I was able to overlay the required stuff onto the generated POA first page.