World Famous Comics: Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials (Book with Software)
Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials (Book with Software)
By: Editors of Nolo Publisher: NOLO Average Rating: Binding: Paperback Label: NOLO Number of Items: 2 Number of Pages: 600 Publication Date: October 29, 2008
Product Description: America's No. 1 selling estate planning software in book form, 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 2009 Edition: Estate Planning Essentials 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.
PLUS! Package includes a free CD-Rom of Nolo's bestselling title THE EXECUTOR'S GUIDE with Quicken Willmaker 2009, a value of $39.99!
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
Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials also provides forms you can use every day, such as authorizations and agreements, promissory notes, and child and elder care forms.
For each document, Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials 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.
Need to know more? Here are in-depth details about what you can do with Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials:
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.
Your 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 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. 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 lending or borrowing money to friends or family, creating bills of sale, ending a credit card account -- 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 2009 Edition: Estate Planning Essentials can handle all these family situations -- and many more!
Estate planning documents not valid in Louisiana.
List of Forms All forms are completed through 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 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 Restatement and Amendment of Living Trust
Leaving Others in Charge 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
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 Form 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) 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
Documents for Home and Family 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 Property Inventory Worksheet
Estate Planning 101 and 201 Ostensibly this is a user's guide to the included WillMaker Plus software. In fact, though, it is a complete guide to all aspects of estate planning, including not just wills but all the myriad aspects of planning for one's death: trusts (of which there are three different types, which this book explains, and explains the purpose and advantages of each), living wills, property that should and should not be included in a will, arranging for the management of minor children's property, health care directives, 'final arrangements' - the list goes on and on. This book is huge (and no, I haven't read the whole thing).
The book is nearly 600 pages long, of which the user's guide is 'only' 100 pages - the rest is a crash course in the topics listed above (and more).
Look - we're all going to die / bite it / kick off / be deceased / meet our maker / go six feet under. And most of us will have some assets when that happens. So it only makes sense to plan ahead and make things as easy as possibly on our family. This book (and software) gives you the tools needed to do that. You probably will need the advice of a lawyer, and you'll have to deal with a trust manager, but this book will make you much better informed and able to make better decisions than you would otherwise be.
It's a bit depressing to read this book of course; not because it deals with death but because it is deals so extensively with the law. It is highly technical, though reasonably clearly written, and deals with such a vast array of legal situations that it is just overwhelming. But as a source of background knowledge as well as a guide to practical action, this is an excellent book.
Easy to use, estate planning and more. Don't put it off any longer!
I have had a will drawn up by an attorney in the past but needed to update. This book provided me with something just having an attorney draw up a will didn't, a comprehensive understanding of the ins and outs of estate planning and how your choices affect your beneficiaries. It guides you step by step through all the considerations and also tells you circumstances when you would want to seek advice from an attorney, for example providing for a disabled beneficiary.
There is also information on wills for people in civil unions and registered domestic partnerships. These are important considerations in any sort of blended family situations as well.
Chapters include planning for your estate, about your property, how to leave your property, providing management for minor's property, choosing and executor, debts expenses and taxes, living trusts and updating your will.
Also included in this package is an eBook; The Executor's Guide. There are also many helpful non estate planning forms such as General Bill of Sale, Promissory notes; to spell out terms of a loan and Security Agreements when collateral is offered to secure a loan. A form for babysitters and childcare workers to list emergency contacts and instructions. A Medical Care Authorization to allow another adult to authorize medical treatment for your child if you are unavailable.
In usual Nolo fashion, this product is useful and leaves nothing out. Keep in mind in states such as Louisiana where laws are based on non-uniform provincial standards this product may not work, but the Nolo Quicken website gives details on this as well.
-WE
Comment, not a review This is not a review of the WillMaker software. It is my attempt at a guide to available packaging options from Amazon and others. Amazon requires a rating and I gave 4 stars, which is close to the current average rating.
I just talked to a Customer Service agent at Nolo, who actually produces the software product. He stated that all of the various packagings include exactly the same software. The estate planning "book" that comes with this Amazon-exclusive package is essentially a hardcopy of all the Help topics that are imbedded in WillMaker Plus. The cost is slightly higher for this convenience.
WillMaker Premium (available on Amazon & elsewhere) includes seven eBook and two audio CD resources that are exclusive to that packaging. Although Amazon charges significantly more for this version, it is competitiveluy priced elsewhere.
Finally, Willmaker Plus is also available on the Nolo website at a price close to Amazon, and it includes a free copy of the real estate book "Neighbor Law".
Once you decide that you want this software, I hope that my guide can help you decide which packaging is best for your circumstances.
Quicken Willmaker Plus Works like a charm! So easy. Eliminates the need to decipher all that needless mumbo jumbo and allows you to you complete all the forms in a jiffy!
Now my finances are very simple but I did my mothers, brothers and my will, medical and financial power of attorney in a couple hours. I think the printing took the most time!
Wow, a product that really does what they claim it does! Bravo!
Highly recommended. Easy to use, estate planning and more. Don't put it off any longer!
I have had a will drawn up by an attorney in the past but needed to update. This book provided me with something just having an attorney draw up a will didn't, a comprehensive understanding of the ins and outs of estate planning and how your choices affect your beneficiaries. It guides you step by step through all the considerations and also tells you circumstances when you would want to seek advice from an attorney, for example providing for a disabled beneficiary. There is also information on wills for people in civil unions and registered domestic partnerships. Chapters include planning for your estate, about your property, how to leave your property, providing management for minor's property, choosing and executor, debts expenses and taxes, living trusts and updating your will. Also included in this package is an eBook; The Executor's Guide. There are also many helpful non estate planning forms such as General Bill of Sale, Promissory notes; to spell out terms of a loan and Security Agreements when collateral is offered to secure a loan. A form for babysitters and childcare workers to list emergency contacts and instructions. A Medical Care Authorization to allow another adult to authorize medical treatment for your child if you are unavailable.
Anything Goes Trivia
Megaton Man
Trevor
