Quicken Willmaker & Trust 2025: Book & Online Software Kit

I bought this in June 2013 & never got around to using it. A couple days after New Year 2024 celebration, I thought I should get down to business & get my house in order & figured I'd give a try to see if I could still use my 2023 version a try. Much to my surprise when I put in the 2023 code, it worked & I now have the 2024 version online! The interface is intuitive & pretty easy to follow. If you get stumped on an area you can skip it & come back later to complete. The online help & suggestions are very useful. I've got a decent size estate with property, multiple investment accounts, a couple of kids & 4 grandkids, plus my lovely lady & I want everyone to get what I want each to have when I kick the bucket, now how the prostate court wants to divvy things up & I will have this completely set up within the next 2 weeks using this great program! Oh yeah, I'll be saving THOUSANDS of dollars not paying a lawyer to do it, probably using templates or software they've bought online!

Received yesterday and have both will and living will/medical power of attorney completed! I will need an attorney for an enhanced (Lady Bird) deed since TOD not available in Florida, but still well worth the money.

Unable to use the included software, as the activation key is invalid. Website chat was no help and I am beyond the return window. Update - I was able to contact support, and they provided a download link for the software. I will provide more feedback once I try the software.

Very through

The back of the book contains a code to download the software. I went to the website, entered the code, and the software downloaded within a few minutes. You are given two choices: download the software to a computer/laptop or upload it to the cloud. If you download it to a computer/laptop, it can only be done once (multiple downloads to multiple devices are not permitted). Each document (Will, Medical Directive, etc.) can be created for more than one person—good for all family members. You can save completed documents as PDFs, email them and, of course, print them for required signatures. The software works like TurboTax: simply answer questions and it will guide you through it. The book, while looking intimidating, contains valuable supplemental information in a very easy to understand language. It is written in a way that allows you to jump around from each topic as needed.

A lot of reading to decide which way is best for me. 1 year later I still have not completed both Will an Trust. Time to see a financial planner for help with y needs. I thought it would be like Turbo Tax. I was wrong. Didn't work for me. Price was good so it was worth a shot.

This is a great comprehensive reference book. it is wonderful to do your research BEFORE your go to a will and trust attorney. explains very well what is needed, what to consider and to verify your attorney has not missed anything. I recommend this to everyone, i loan mine out to relatives and friends, they were very grateful for the knowledge gained.

A product I purchased years back in 2010 when I first created my revocable living trust and 'pour over will' to accompany it. At the time, it was a fairly straightforward process and I printed out all the associated documents, and hustled over to the local notary public at a famous shipping store and got everything notarized. Years go by, and I made some small refinements where I altered the percentages handed down to various beneficiaries, and that was again a smooth process, albeit I had to rebuy the 'current' version of Quicken Willmaker (more on that process in a moment). I once again printed out the revised (updated) trust and will documents and once again travelled and got everything notarized. Fast forward to 2025, I wanted to alter the percentages once again, so I purchased Quicken Willmaker 2025 from Amazon, but this time, it was impossible to make alterations or modifications to the original document in a way that made me feel comfortable. The problem is this program doesn't let you go back and edit anything from a prior year, period. It asks you to type the language exactly that you want to modify from the original document and then type the new 'modified' text. I am likely not conveying this properly, but suffice it to say you are better off going to a trust attorney and paying whatever it costs to have things done properly and RETAINED in the attorney's computers, in case you want to make changes later. The reality is that things happen, and people die or fall out from grace. When you want to make revisions down the road, that will NOT be an easy or comfortable process, and will require you to rebuy the software each year when you want to make a change. In my opinion, this product could be MUCH MUCH MUCH better, but Quicken (or whomever they paid to write this software product) is more interested in collecting ongoing fees every time you want to make a change (by making you re-buy the product over and over). In addition, I was unable to call up my old documents and 'cut and paste them' into the 2025 version of the program. If you try calling in to Quicken support (it's actually another company called NOLO [from the latin nolo contendere meaning "I don't contest it"] the support person will do their best to try to refer you to a participating attorney at additional expense. It's like the famous line in that western comedy "What we have here is a FAILURE TO COMMUNICATE". I would pass on this and did. I returned it unused to Amazon. What a huge disappointment.