Home > Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials (Book with Software) Item

Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials (Book with Software)
RatingCustomer rating is 4 of 5
List Price$69.99
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Lowest New Price$12.99
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Features
  • 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 an 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
  • 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
  • Your Financial Power of Attorney - Name someone to make your financial decisions, in case you are medically incapacitated
Categories Textbooks Trade-In & Buyback   Personal Taxes   Estate Planning   General   Reference   Wills   Estates & Trusts   Paperback   Printed Books  

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Description
America's No. 1 selling estate planning software in book shape, helps you make a will, living trust, living will -- and much extra!

Help protect your family and your assets, and save on legal fees! Quicken Willmaker In addition 2009 Edition: Estate Planning Essentials offers the legal shapes you want. So comprehensive, the software assembles your shapes from among 40,000 document possibilities -- but so simple to use, you'll have them finished in minutes.

In addition! Package consists of a free CD-Rom of Nolo's bestselling title THE EXECUTOR'S GUIDE together with Quicken Willmaker 2009, a value of $39.99!

Will
  • Living Trusts, counting an AB Trust
  • Health Care Directive:
    Living Will
    Health Care Power of Attorney
  • Financial Powers of Attorney
  • Final arrangements document
  • Important documents for executors

    Quicken Willmaker In addition 2009 Edition: Estate Planning Essentials in addition offers shapes you can use each day, such as authorizations and agreements, promissory notes, and kid and elder care shapes.

    For every document, Quicken Willmaker In addition 2009 Edition: Estate Planning Essentials takes you throughout a step-by-step interview. Your documents will automatically reflect the laws of your state. If you have any questions, just check out the comprehensive onscreen legal manual.

    Want to recognize extra? Here are in-depth details concerning what you can do together with Quicken Willmaker In addition 2009 Edition: Estate Planning Essentials:

    Your Will
    Offer for family, friends and charities. Name a personal guardian to care for young kids. Specify the executor (or "personal representative") of your estate. Pick and choose a trusted person to manage property left to young people. Revise and update your will whenever you like.

    Your Living Trust
    Do a basic trust, whether you're married or single. If married, you can make a AB trust (or bypass trust) and spare your heirs from potentially heavy estate taxes. Make subtrusts for minor kids and young adults. Name custodians for property left to kids. Modify or revoke your trust at any time.

    Your Health Care Directive
    Lets people who care for you do important decisions concerning your life and health when you can't. Make a:

    Health Care Power of Attorney
    Permit a loved one to do important medical decisions for you if you are unable to do so yourself.

    Living Will
    Specify whether you would like your life prolonged throughout artificial means. Appoint someone to do sure your wishes are carried out.

    Your Financial Power of Attorney
    Name someone to do 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 would like a cremation or burial. Pick and choose someone to oversee your final arrangements -- and extra!

    Documents for Your Executor
    Do sure your executor ("personal representative" in some states) has all the shapes and instructions he or she needs to do the job: Checklists, letters, notices, claim shapes -- and extra.

    Personal Finance Documents
    Over a dozen shapes this let you handle financial situations you might face on any given day, such as lending or borrowing money to friends or family, creating bills of sale, ending a credit card account -- and extra!

    Home & Family Documents
    Whether you want to authorize someone to journey together with your kid to another country, would like to lend your car to a friend, or make an agreement together with a trusted person to get care of your elderly parent, Quicken Willmaker In addition 2009 Edition: Estate Planning Essentials can handle all these family situations -- and many extra!

    Estate planning documents not valid in Louisiana.

    List of Shapes
    All shapes are completed throughout a step-by-step interview, which customizes a document based on your answers. Completed documents can be printed directly, or exported to an RTF document, which can be opened in any word processor.

    Wills and Living Trusts
    Will
    Self-Proving Affidavit (for Will)
    Letter to Executor
    Unique Living Trust
    Shared Living Trust
    AB Trust (aka Bypass Trust)
    Certification of Trust
    Assignment of Property (to Trust)
    Reverse Assignment of Property (from Trust)
    Revocation of Living Trust
    Restatement and Amendment of Living Trust

    Leaving Others in Charge
    Health Care Directive (Living Will & Power of Attorney)
    Durable Power of Attorney for Finances
    Exclusive (Limited) Power of Attorney for Finances
    Information for the Attorney-in-Fact
    Delegation Shape for Attorney-in-Fact
    Resignation Shape for Attorney-in-Fact
    Revocation Shape for Recorded Durable Power of Attorney for Finances
    Revocation Shape for Unrecorded Durable Power of Attorney for Finances
    Revocation of Health Care Directive
    Revocation of Power of Attorney
    Final Arrangements Letter

    Documents for Your Executor
    Affidavit of Domicile
    Employee Death Benefits Letter
    Executor's Checklist
    Executor's Letter to Financial Institution
    General Notice of Death
    Notice to Creditor of Death
    Notice to Homeowners Insurance Company of Death
    Notice to Vehicle Insurance Company of Death
    Request for Life Insurance Claim Shape
    Request for Life Insurance Proceeds

    Personal Finance Documents
    General Bill of Sale
    Promissory Note (Amortized Monthly Payments)
    Promissory Note (Balloon Payment)
    Promissory Note (Payments of Interest Only)
    Promissory Note (One Lump Sum Payment)
    Safety Agreement for Borrowing Money
    Notice to Terminate Joint Credit Card Account
    Notice to Put Name on Do Not Call List
    Terminate Membership or Subscription

    Documents for Home and Family
    Kid Care Agreement
    Kid Care Instructions
    Authorization for Minor's Medical Treatment
    Authorization for Foreign Journey Together with Minor
    Temporary Guardianship Authorization for Care of Minor
    Elder Care Agreement
    Pet Care Agreement
    Housekeeping Services Agreement
    Housesitting Instructions
    Authorization to Drive a Motor Vehicle
    Property Inventory Worksheet
    		•

    Customer Reviews
    Customer rating is 5 of 5  Another Nolo Success   2010-01-05
    By Steve Dietrich (Santa Ynez Valley and Santa Monica CA, United States)
    Nolo does a great job of helping you to understand the law and how the software can be used to achieve your goals.

    Over the years NOLO has specialized in helping people through the legal process and have developed a unique ability to break down complex tasks into simpler components.

    At their stable of books has grown they have maintained the quality through talented authors and editors.

    They are the opposite of the traditional manual writers who develop oversized books with little use other than keeping the coffee cup off the surface of the workstation.

    Customer rating is 5 of 5  Exactly what I was looking for   2009-12-19
    By Paul Stricker
    I highly recommend this product. I was looking to create a straightforward will to establish guardianship of my children if both my wife and I died, and also to create a durable health care power of attorney for the two of us. I had called a lawyer, recommended to me by a lawyer friend, and she estimated she would charge me $1500 for this service. For $50 dollars, this product gave me exactly what I wanted, was easy, and went step-by-step with explanations about different choices in the process. Make sure you buy the current year's edition. If you have complicated plans/assets etc., might be better to do with a lawyer.
    Customer rating is 5 of 5  very good   2009-09-12
    By dremin (usa)
    i am satisfied with the program. it does what i want and is easy to use.
    Customer rating is 4 of 5  Beware, Mac Owners!   2009-09-11
    By Kathy Parsons (Florence, OR United States)
    Nolo's comprehensive catalog of legal guidebooks cover just about everything under the sun. Thorough, easy to follow, and written in everyday language, these books are outstanding reference sources. Quicken WillMaker Plus 2009 is no exception. As a healthy, single, small business owner with no children, it has been easy to put off making a will, but a cancer diagnosis earlier this year (I'm fine now!) was a real wake-up call. Anyway, I have a couple of other Nolo books in my reference library, so I was excited to find Quicken WillMaker Plus. In addition to the 600+ page book, there are two CD ROMs. One includes all of the forms you could possibly need to do your own will, documents for several types of trusts, health care directives, personal finance forms, durable power of attorney, etc. The second disk is a copy of The Executor's Guide in ebook form. Sounds perfect, and it probably is unless you are using any computer operating system besides Windows! As the owner of three Macs, I was extremely disappointed to make this discovery! The book is still very valuable, but not being able to use the software means having to set up your own forms following the guidelines and examples in the book (there are MANY!) rather than being guided through the step-by-step forms and and being able to use online help. Additionally, you will not be able to download any of the updates during the year, which is very unfortunate. This book is excellent, but I'm not sure it's worth the $70 cover price if you cannot use the software. My advice, if you are a Mac user, would be to buy one of Nolo's guides to making a will and/or estate planning that doesn't include Windows-only software. Apparently, Nolo has no plans to produce a Mac edition, so we're kind of stuck!
    Customer rating is 5 of 5  Very Well Written!   2009-09-01
    By uniq (El Dorado Hills, CA United States)
    This is a very well writen leagl guide! I haven't tried the software yet, but it's worth buying for the book alone. Veru clear and concise explanation of the topics. Great job!


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