Quicken WillMaker & Trust 2021 v21.4.2619

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Languages: English | File Size: 35.47 MB

Quicken WillMaker & Trust 2021 is the easiest way to create your estate plan, whether you're just getting started or you want to update your previous arrangements. This powerful software guides you through the process from beginning to end, giving you practical and legal information to make the best decisions for you and your family. Quicken WillMaker & Living Trust is the original will-writing software, created and updated regularly by Nolo's experts. Make living trusts to spare your family the hassle and expense of probate. WillMaker also includes health care directive, durable power of attorney, final arrangements, letters to survivors and much more.

America's #1 Estate Planning Software
- You get a customized estate plan, including a will, living trust, health care directive, financial power of attorney, and other essential documents.
- An easy-to-use interview format that lets you complete documents at your own pace.
- A user-friendly legal manual answers common questions.
- A team of lawyer-editors working to ensure each document reflects the laws of your state

Will-Writing Software
The heart of every estate plan is a will, also known as a last will and testament. This legal document puts you in control of who inherits your property and who would take care of your children if it were ever necessary. Without a will, state law determines these issues.* Making a will rarely involves complicated legal rules. If you're like most people, you won't need a lawyer. With good do-it-yourself materials, it's not difficult to make a will that takes care of basic concerns, such as leaving a home, investments, a small business, and personal items to your loved ones.

With Quicken WillMaker & Trust 2021 you can:
- Revise and update your will at any time
- Appoint guardians for your children and pets
- Name an executor (or 'personal representative') to carry out your wishes
- Appoint a trusted person to manage property left to young people

How Do Living Trusts Avoid Probate?
For many Americans, a significant goal of estate planning is to avoid probate. A revocable living trust, unlike a will, offers a fast, private, probate-free way to transfer one's property after death. Although a living trust is not a complete substitute for a will (it doesn't allow you to name a guardian for a child, for example), it is definitely a more efficient way to transfer property at death, especially large-ticket items such as a house. A Living Trust will ensure that your property bypasses lengthy and expensive probate proceedings. A living trust is about as easy to prepare as a will. Do-it-yourself and save hundreds of dollars on attorney fees.

Durable Power of Attorney
A durable power of attorney ensures that someone you trust (called your "agent" or "attorney-in-fact") will be on hand to manage the many practical, financial tasks that will arise if you become incapacitated. For example, bills must be paid, bank deposits must be made, and someone must handle insurance and benefits paperwork. In most cases, a durable power of attorney for finances is the best way to take care of tasks like these. You can also give your attorney-in-fact authority over your digital assets.

Health Care Directive or Living Will
Spare your loved one's difficult decisions by laying out your wishes for medical care and naming someone to carry out your instructions. Includes a health care power of attorney and a living will.

Final Arrangements
Plan a funeral or other ceremony and ease the burden on your loved ones. Describe your preferences for burial, cremation, memorials, obituaries and more.

Letters to Survivors
Use the Letter to Survivors to leave your loved ones detailed explanations about your decisions. For example, you may want to let them know why you made certain gifts or named a person to be your executor. You can also use your letter to leave some general thoughts about your life.

Living Trust
Distribute your assets and provide property management while keeping your trust property out of lengthy and expensive probate proceedings after you die.

Health Care Directive
Spare your loved ones difficult decisions by laying out your wishes for medical care and naming someone to carry out your instructions. Includes a health care power of attorney and a living will.

Durable Power of Attorney for Finances
A durable power of attorney ensures that someone you trust (called your "agent" or "attorney-in-fact") will be on hand to manage the many practical, financial tasks that will arise if you become incapacitated. For example, bills must be paid, bank deposits must be made and someone must handle insurance and benefits paperwork. In most cases, a durable power of attorney for finances is the best way to take care of tasks like these. You can also give your attorney-in-fact authority over your digital assets.

Document for Your Executor
Make sure your executor has all the forms and instructions necessary to do the job: checklists, letters, notices and claim forms.

Final Arrangements
Plan a funeral or other ceremony and ease the burden on your loved ones. Describe your preferences for burial, cremation, memorials, obituaries and more.

Information for Caregivers & Survivors
Organize your information so that your survivors don't have to. Use these documents to give them details about everything from bank accounts, to passwords, to the names of people you'd like contacted in the event of your illness or death.

Letters to Survivors
Use the Letter to Survivors to leave your loved ones detailed explanations about your decisions. For example, you may want to let them know why you made certain gifts or named a particular person to be your executor. You can also use your letter to leave some general thoughts about your life.

Personal Finance Document
Over a dozen forms let you handle common financial situations, such as lending or borrowing money between friends or family, creating a bill of sale, and closing a credit card account.

Home & Family Documents
Practical forms you can use every day to help run your home and keep your family safe, including authorizations and agreements, promissory notes, limited powers of attorney, and child and elder care forms.
Release Notes
Durable Power of Attorney for Finances - New York
New York modified its required statutory durable powers of attorney for finances. If you signed, notarized (and in some cases, witnessed) your WillMaker New York Durable Power of Attorney for Finances before June 13, 2021, your document continues to be effective and you don't have to do anything. Otherwise, print, sign, and finalize an updated version of WillMaker's New York Durable Power of Attorney. Witnesses are now required. The instructions that print with the document explain what you need to do.

System Requirements:
- Windows 8/8.1/10
- 54 MB free space; for Windows up to 1.5 GB if .NET is not installed
- 1 GHz or higher
- Minimum 2GB Memory
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