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Quicken® WillMaker Plus: Estate Planning Software

Edition: 2008 ed., Windows
ISBN: 093371378175
Format: Software
SKU: 92132

List Price:	$79.99
Our Low Price:	$70.95



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America's No. 1 estate planning software helps you create a will, living trust, living will -- and much more!

Help protect your family and your assets, and save on legal fees! Quicken WillMaker Plus provides the legal forms you need. So comprehensive, the software assembles your forms from among 40,000 document possibilities -- but so easy to use, you'll have them finished in minutes.

Quicken WillMaker Plus now includes a full "health care power of attorney." Dictate the health care you wish to receive if you can't speak for yourself, and be assured that your loved ones won't have to second-guess themselves!

Simply launch Quicken WillMaker Plus to create your own:

Will;

Living Trusts, including an AB Trust;

Health Care Directive: Living Will & Health Care Power of Attorney;

Financial Powers of Attorney;

Final arrangements document;

Important documents for executors.

The software also provides forms you can use every day, such as authorizations and agreements, child and elder care forms, promissory notes and documents to help you repair your credit.

For each document, Quicken WillMaker Plus takes you through a step-by-step interview. Your documents will automatically reflect the laws of your state. If you have any questions, simply check out the comprehensive onscreen legal manual. Expert tech support is also available.

Need to know more? Here are in-depth details about what you can do with Quicken WillMaker Plus:

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 a 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;

Change or revoke your trust at any time.

Health Care Directive:
Lets people who care for you make important decisions about your life and health when you can't. Create a Health Care Power of Attorney to permit a loved one to make important medical decisions for you if you are unable to do so yourself. Create a Living Will to specify whether you want your life prolonged through artificial means and to appoint someone to make sure your wishes are carried out.

Your Financial Power of Attorney:

Name someone to make 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 want a cremation or burial;

Select someone to oversee your final arrangements -- and more!

Documents for Your Executor:

Make sure your executor ("personal representative" in some states) has all the forms and instructions he or she needs to do the job: Checklists, letters, notices, claim forms -- and more.

Personal Finance Documents:

Over a dozen forms that let you handle financial situations you might face on any given day, such as disputing a credit card charge, lending or borrowing money to friends or family, creating bills of sale -- and more!

Home & Family Documents:

Whether you need to authorize someone to travel with your child to another country, want to lend your car to a friend, or create an agreement with a trusted person to take care of your elderly parent, Quicken WillMaker Plus can handle all these family situations -- and many more!

Forms included with this software:

Will;

Self-Proving Affidavit (for Will);

Letter to Executor;

Individual 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;

Amendment to Living Trust;

Health Care Directive (Living Will & Power of Attorney);

Durable Power of Attorney for Finances Special (Limited) Power of Attorney for Finances;

Information for the Attorney-in-Fact;

Delegation Form for Attorney-in-Fact;

Resignation Form for Attorney-in-Fact;

Revocation Form for Recorded Durable Power of Attorney for Finances;

Revocation Form for Unrecorded Durable Power of Attorney for Finances;

Revocation of Health Care Directive;

Revocation of Power of Attorney;

Final Arrangements Letter;

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 Social Security Administration After Death;

Notice to Homeowners Insurance Company of Death;

Notice to Vehicle Insurance Company of Death;

Request for Life Insurance Claim Form;

Request for Life Insurance Proceeds;

General Bill of Sale;

Dispute Credit Card Charge;

Request for Credit Report;

Request Correction of Credit Report;

Request Correction of Credit Report: Follow-Up;

Request Correction of Creditor's Records;

Creditor Verification Letter;

Promissory Note (Amortized Monthly Payments);

Promissory Note (Balloon Payment);

Promissory Note (Payments of Interest Only);

Promissory Note (One Lump Sum Payment);

Security Agreement for Borrowing Money;

Notice to Terminate Joint Credit Card Account;

Notice to Put Name on Do Not Call List;

Cancel Membership or Subscription

Child Care Agreement;

Child Care Instructions;

Authorization for Minor's Medical Treatment;

Authorization for Foreign Travel 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.

Estate planning documents not valid in Louisiana.

Software System Requirements:
CD-ROM enclosed
Computer: Pentium 133 (Pentium II 300 recommended)
Operating System: Windows 98 / 2000 / Me / XP / Vista
Memory: 32 MB RAM (64 MB RAM recommended)
Hard Disk Space: 18 MB (23 MB to install)
Monitor: Super VGA (800x600) with 256 colors (16-bit color recommended)
CD-ROM drive: 2X Speed
Internet Connection: 14.4 Kbps modem required to access online features (56 Kbps or higher recommended)
Printer: Any printer supported by Windows 98 / 2000 / Me / XP / Vista
Software: Microsoft Internet Explorer 5.0 or higher. Adobe Acrobat Reader (optional).

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