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Free Download Free Download Quicken WillMaker & Trust 26.5.3157 | 54 MB
Quicken WillMaker & Trust is estate planning software designed to help users prepare a range of personal, financial, and family documents. It provides an interview-based workflow for creating customized estate planning materials, including wills, living trusts, health care directives, and powers of attorney.
The software is intended to help organize important decisions and information in one place. Its document collection also covers executor responsibilities, financial arrangements, caregiver and survivor information, personal finance matters, and practical home and family forms.
Software Overview
Quicken WillMaker & Trust provides a structured way to prepare estate planning documents based on information supplied by the user. An interview-style process guides users through the information required for each document, allowing them to work through the planning process at their own pace.
The estate planning package includes a will, living trust, health care directive, durable power of attorney for finances, and additional documents intended for executors, caregivers, survivors, and family members. A legal manual is also included to provide answers to common questions.
The software includes documents designed to reflect the laws of the user's state, with lawyer-editors working on the document content. Estate planning documents are not valid in Louisiana, U.S. Territories or Canada.
Key Features
- Create a customized will and update it when needed.
- Prepare a living trust for asset distribution and property management.
- Create a health care directive covering medical care preferences and health care decisions.
- Prepare a durable power of attorney for financial matters.
- Provide authority for an agent to manage practical financial tasks during incapacity.
- Include provisions for managing digital assets through a financial power of attorney.
- Prepare forms and instructions for an executor.
- Organize funeral, burial, cremation, memorial, and obituary preferences.
- Record information about bank accounts, passwords, contacts, and other important details for survivors.
- Create letters explaining estate planning decisions and personal wishes.
- Handle personal finance situations such as loans between friends or family members and bills of sale.
- Prepare documents for closing a credit card account.
- Create home and family documents, including authorizations, agreements, promissory notes, limited powers of attorney, and child and elder care forms.
Quicken WillMaker & Trust combines estate planning documents with practical forms for financial, family, and personal arrangements. The interview-based format can help users organize the information needed for each document without having to prepare every form from scratch.
Its collection extends beyond a basic will, covering trusts, health care decisions, financial powers of attorney, executor materials, survivor information, and everyday personal finance and family documents.
System Requirements
- Computer: 1 GHz or higher
- Operating System: Windows 10/11
- Memory: Minimum 2GB
- Hard Disk Space: 54 MB free space; for Windows up to 1.5 GB if .NET is not installed
- Software: PDF Viewer
Code:
https://www.willmaker.com- Software Name: Quicken WillMaker & Trust
- Version: 26.5.3157
- Languages: English
- License type: Full Version
- File Size: 54 MB