Quicken Willmaker & Trust 2021: Book & 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!

I needed to update my will to keep it focused on my current needs. I am certain that it will serve me well knowing the past versions ability to do the job!

Spent numerous phone calls and emails to NOLO to get them to send me a link for the software....the code in the book does not work. Very poor setup....this should be a purchase on Amazon that is then a direct download....like many other software purchases on Amazon. NOLO....get with the program...the time I spent talking with your customer service and emails cost you more than what I spent on the software....dumb!

This Will Maker and Trust software program proved to be exactly what I needed for drafting a basic will and trust. Its user-friendly interface made the process smooth and hassle-free. As someone with straightforward estate planning needs, I found it to be a perfect fit.However, I must emphasize that if your situation is complex or involves intricate legal matters, seeking professional advice from a lawyer is highly recommended. While this software is great for simplicity, it may not address all the nuances of a complex estate. Overall, this software gets the job done efficiently for those seeking a straightforward solution.

Everything worked good for me. The code inside the book got me write in. I was able to create 3 different documents that are legal. I would recommend.

For the trust module I was unable to name more than 2 successor trustees, this seems to be a hard limit. Then further into the program when you are listing beneficiaries, you are not allowed to select "per stirpes, or per capita". The whole idea of estate planning is to plan for worst cases, so if I'm in the car with one of my adult children and we both get hit by a bus, his or her children (my grandchildren) are cut out and the estate goes to my other surviving adult children. I think the other modules within the program are okay, but if your going the DIY route this is not a solid solution. The writers of the software Should probably build it to do more, I looked and it appears the 2025 version will have the same limits, so probably not viable to use for making a trust for most people. I'm going to look at Legal Zoom as it appears to have more, but also going to get some bids from attorneys and certified legal document preparers.

As advertised. Was able to easily create an account and download software

The link provided opens an activation page that only works with the 2025 version.If you call tech support, they tell you to email the activation code and thy MAY be able to open the product.Very poor customer service to say the lest....Purchase a different product

The product should specify that this kit is for US residents. Not for Canadian wills.

Complete waste of money. When I loaded software, it redirected me to Quicken's website, which told me I needed to buy an updated version at full price.