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Quicken Willmaker Plus 2017 for $27.50 (50% off)

tradersam 25 49 September 20, 2016 at 08:48 AM in Software (4) More Nolo Deals
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$27.50

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Last Edited by jersharocks September 22, 2016 at 07:17 AM
EDIT: HelloHa1 notes that Willmaker Premium is at Costco for $24.99:
http://www.costco.com/Quicken-Wil...01657.html

Probably the same product?


Use Code: WM1750 to get Willmaker Plus 2017 [nolo.com] for $27.50

Expires 9/25/16

I used the 2015 version of this software for my will and living trust. Easy to do and every time I see those newspaper ads for a "$700 Living Trust" I'm thankful for this product. Truly a Slickdeal. No need to upgrade every year either. Just buy it and use it once.
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30 Comments

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#2
will use this. thanks!
Reply Helpful Comment? 0 0
#3
I'll TU if I'm on your will
Reply Helpful Comment? 1 1
#4
Quote from SEGMA98 View Post :
I'll TU if I'm on your will
Sure, i'll leave you all my debt! Smilie
Reply Helpful Comment? 2 0
#5
How does this compare to Willmaker Premium? That's about the same price at Costco http://www.costco.com/Quicken-Wil...01657.html
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#6
FYI for Costco members, they currently have Willmaker "Premium" 2017 for $24.99 + tax, free s&h.

http://www.costco.com/.product.1082398.html
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#7
Anyone here with jurisprudence on estate law? Previously, had an attorney tell me that these types of programs can be "shot full of holes" by any experienced attorney. Comments?
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#8
Thanks! I needed this.
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#9
Quote from OregonBuckeye View Post :
Anyone here with jurisprudence on estate law? Previously, had an attorney tell me that these types of programs can be "shot full of holes" by any experienced attorney. Comments?
I'm not an attorney but I have some experience in probate court.

If you think an someone is going to attack your trust after you die then you will have trouble no matter who draws it up. Also I'd put more faith in a trust doc that I carefully created with this software than in one created by most attorneys. I'm sure an good attorney will make a better doc, but in what way? Perhaps if your situation is exceedingly complex.

Many trust docs never see the light of day (at least in California). Nobody ever needs to see them.
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#10
can you use this software for multiple family members?
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#11
Quote from djulio187 View Post :
can you use this software for multiple family members?
Unlimited usage if I recall correctly. Almost certain.

Quote from tradersam View Post :
Unlimited usage if I recall correctly. Almost certain.
Just one trust though, I think. But once you do one you'll see how easy it is to just copy it and hack another.
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Last edited by tradersam September 21, 2016 at 04:16 PM
#12
Quote from tradersam View Post :
Unlimited usage if I recall correctly. Almost certain.


Just one trust though, I think. But once you do one you'll see how easy it is to just copy it and hack another.
thanks for the info.
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#13
i have a few year old version so any reason to get this? i ask as quicken tends to not update any legal changes forcing upgrade
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#14
Quote from OregonBuckeye View Post :
Anyone here with jurisprudence on estate law? Previously, had an attorney tell me that these types of programs can be "shot full of holes" by any experienced attorney. Comments?
Experienced Estate Planning and Probate attorney here. I'm probably biased because (1) it is my job to prepare these kinds of documents, and (2) I have seen some real nightmare situations with documents prepared by this exact software and lots of others out there. That said, I'm always a fan of DIY and the Slickdeals way, and none of you cheap-asses are going to come hire me any time soon, so I'll try to be as fair and un-biased as I can.

The answer to this question is highly dependent on state law, but generally speaking, if you are going to draft your own will (or trust), you need to spend a lot of time learning and really understanding how probate works, how trusts work, how assets pass outside of probate (via TOD designations, survivorship), etc. Estate planning is much more than just a will or a revocable living trust. There are many, many tax issues at play, and there are lots of things to consider that will affect you not just upon your death, but also while you are alive (be sure to have a Power of attorney and health care directive in place, at a minimum).

I've never used this software; I've only seen a handful of documents it has produced. All of the Willmaker documents I've seen had some pretty significant problems. If you go this route, consider at least having a lawyer look over the documents. Of course, by the time you do that, you might as well have hired the lawyer to draft them to begin with.

I don't mean to dump on the software. It will probably work for 90% of the people out there. And like I said, I've never used it - I've only seen the problem cases from the documents it produces. If you do go this route, be sure to think about beneficiary designations on your financial accounts (especially qualified retirement accounts), be sure to name a guardian of your minor children (if you have any), and be sure the documents are executed properly, in conformity with your state law.
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#15
The Costco version gives you access online to create a trust document (for unlimited users). I don't know about the Nolo version.
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