Quicken WillMaker Trust Software Estate Planner

Description

Product Overview

Quicken WillMaker & Trust is a comprehensive estate‑planning software designed for Windows and Mac users. It guides you through creating a legally binding will, living trust, durable power of attorney, health care directives, and transfer‑on‑death deeds. The program features an intuitive wizard, customizable templates, and up‑to‑date legal language, all packaged in a lightweight 0.56 × 5.3 × 7.5 inch application weighing just 1.45 oz.

Usage

Whether you are starting an estate plan, updating existing documents, or need specific forms for a family event, WillMaker & Trust adapts to your needs. Use it at home on a laptop, in a legal office, or on a tablet during client meetings. The software supports both Windows and Mac, and an online version is available for on‑the‑go access.

Why Choose Us

Quicken’s reputation for reliable personal finance tools extends to its legal software. The product is regularly updated to reflect current state laws, and it includes a 30‑day money‑back guarantee. Customer support is available via phone and email, ensuring you have help whenever you encounter a question.

Key Features

• Step‑by‑step wizard creates wills, trusts, and POA documents in minutes.
• Live‑law updates keep all forms compliant with the latest regulations.
• Cross‑platform compatibility for Windows and Mac, plus an online portal.
• Transfer‑on‑death deed creation eliminates probate for real‑estate assets.
• Comprehensive library of personal‑finance and family‑care forms.

FAQ

Do I need legal knowledge to use WillMaker & Trust?

No. The software uses plain‑language prompts and explanations, making it accessible for users without a legal background.

Can I update my documents after the initial creation?

Yes. All documents are saved within the program, allowing you to edit and re‑print them whenever your circumstances change.

Is the software valid in all U.S. states?

The core documents comply with the majority of state requirements, and the program includes state‑specific options where applicable.

What if I need help during the process?

Customer Care is available at 800‑822‑3522 x136 or via email at [email protected] for technical and product assistance.

Can I use the software on multiple devices?

Yes. A single license allows installation on both a Windows PC and a Mac, and the online version can be accessed from any internet‑connected device.