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Quicken Willmaker Plus 2018 : Book & Software Kit (Paperback) - Target.com $43.26

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Created 01-29-2018 at 04:54 AM by TidalWaveOne
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#2
Ugh, still only an online living trust that you need to pay a yearly subscription for... I still have the 2012 version, this has kept me from getting a newer version.
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#3
Quote from TomBl
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Ugh, still only an online living trust that you need to pay a yearly subscription for... I still have the 2012 version, this has kept me from getting a newer version.
I just got mine and am installing it and one of the install screens says "Free Online Living Trust"... to claim it after installation and registration, choos "Bonus Documents" from the Quicken WillMaker Plus 2018 Online menu.
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#4
Quote from TidalWaveOne
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I just got mine and am installing it and one of the install screens says "Free Online Living Trust"... to claim it after installation and registration, choos "Bonus Documents" from the Quicken WillMaker Plus 2018 Online menu.
After the first year you get to pay each year...
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#5
Quote from TomBl
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After the first year you get to pay each year...
Ah.... why would you be setting up a new trust every year? You should only need to do it once.
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Quote from ghostofposterspast
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Ah.... why would you be setting up a new trust every year? You should only need to do it once.
To keep it on file I think. I can't think of any other reason why they would charge a yearly fee after the free 12 months they give you. They used to give you the software to create and print it, and you then stored it in a secure location like a bank vault.
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#7
Quote from TomBl
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To keep it on file I think. I can't think of any other reason why they would charge a yearly fee after the free 12 months they give you. They used to give you the software to create and print it, and you then stored it in a secure location like a bank vault.
Because some people are gullible enough to pay it. Just print it out and keep it somewhere safe. Or scan it in and store it on a keyfob drive and have it with you all the time.
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#8
I need to make a Will for assets in both Canada and the US. Will this be able to help me make that?
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Quote from abercrombieboy
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I need to make a Will for assets in both Canada and the US. Will this be able to help me make that?
What kind of assets? In this day and age, a will is not always necessary. Even with fairly substantial assets. Wills also aren't what people think they are. It's not the be all and end all of what happens after you die. It's more of a request to the probate judge. Things like having a beneficiary on your bank account or deed override whatever is in the will and also avoid probate. Now, if you want to go into detail about how each single one of your Funkos gets distributed out, then a will is a must.
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Quote from ghostofposterspast
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What kind of assets? In this day and age, a will is not always necessary. Even with fairly substantial assets. Wills also aren't what people think they are. It's not the be all and end all of what happens after you die. It's more of a request to the probate judge. Things like having a beneficiary on your bank account or deed override whatever is in the will and also avoid probate. Now, if you want to go into detail about how each single one of your Funkos gets distributed out, then a will is a must.
Going back to my question, will this enable me to write a will for assets in Canada and the US, or just assets in the US?
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My understanding is a trust is a lot more complicated to create. I'm not sure how this software would create it. Wills on the other hand are relatively simple.
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Quote from abercrombieboy
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Going back to my question, will this enable me to write a will for assets in Canada and the US, or just assets in the US?
Going back to my original response, what assets?
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#13
Quote from shobuddy
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My understanding is a trust is a lot more complicated to create. I'm not sure how this software would create it. Wills on the other hand are relatively simple.
Actually making a trust is simple. What the implications of that trust depending on what situation is what's complicated.
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#14
Quote from ghostofposterspast
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Going back to my original response, what assets?
I am just asking if the software is limited to the US. It's not that complicated. I want to write a will, so the assets I have is not relevant to what country(ies) the software is limited to.
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Last edited by abercrombieboy February 3, 2018 at 05:38 PM.
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#15
Quote from abercrombieboy
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I am just asking if the software is limited to the US. It's not that complicated. I want to write a will, so the assets I have is not relevant to what the software is capable of.
Ask an obscure question, get an obscure answer.
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