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Quicken® WillMaker Plus 2007 Software

This software compliments our "Retirement Planning Guide." It is also referred to in our on-line retirement journal. This software is easy to use and produces professional wills, trusts, health directives and many other legal forms.

Quicken® WillMaker Plus 2007

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List Price: $79.99
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ISBN: 0-93371-37581-5

Just Released... New 2007 edition.

Includes 58 forms
 

America's No. 1 estate planning software helps you create a will, living trust, living will -- and much more!

Help protect your family and your assets, and cut legal fees! Quicken WillMaker Plus 2007 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!

Simply launch Quicken WillMaker Plus to create your own:

  • legal will
  • living trusts, including an AB (bypass) trust
  • living will (health care directive)
  • financial powers of attorney
  • documents for your executor
  • authorizations and agreements
  • child and elder care forms
  • promissory notes
  • credit repair documents
  • and more

For each document, Quicken WillMaker Plus 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. Expert tech support is also available.

Need to know more? Here are in-depth details about what you can do with Quicken WillMaker Plus:

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.

Health Care Directive lets people who care for you make important decisions about your life and health when you can't. Create a:

  • NEW! 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 -- and appoint an alternate in case that person cannot serve. 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 disputing a credit card charge, lending or borrowing money to friends or family, creating bills of sale -- 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 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 the form based on your answers. Completed forms can be printed directly, or exported to an RTF form 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
  • Amendment to Living Trust

Leaving Others in Charge

  • Living Will (aka Health Care Directive)
  • Durable Power of Attorney for Finances
  • Information for the Attorney-in-Fact
  • Physician's Determination of Incapacity
  • 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
  • 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 Social Security Administration After 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 and Consumer Documents

  • General Bill of Sale
  • Special (Limited) Power of Attorney for Finances
  • Revocation of Power of Attorney
  • Dispute Credit Card Charge
  • Request for Credit Report
  • Request Correction of Credit Report
  • Request Correction of Credit Report: Follow-Up
  • Request Correction of Creditor's Records
  • Creditor Verification Letter
  • 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

 

 

 

 
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