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Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials (Book with Software)

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Author: Editors of Nolo
Publisher: NOLO
Category: Book

List Price: ~~$69.99~~
Buy New: $44.09
as of 11/20/2009 23:41 PST details
You Save: $25.90 (37%)

New (10) Used (10) from $35.56

Seller: Amazon.com

Media: Paperback
Edition: 2009 Edition
Pages: 600
Number Of Items: 2
Shipping Weight (lbs): 2.3
Dimensions (in): 9 x 7 x 1.5

ISBN: 141330902X
Dewey Decimal Number: 346.73052
EAN: 9781413309027
ASIN: 141330902X

Publication Date: October 29, 2008
Availability: Usually ships in 24 hours

Features:

•	ISBN13: 9781413309027
•	Condition: NEW
•	Notes: Brand New from Publisher. No Remainder Mark.
•	Click here to view our Condition Guide and Shipping Prices

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Editorial Reviews:

Product Description
America's No. 1 selling estate planning software in book form, helps you create a will, living trust, living will -- and much more!

Help protect your family and your assets, and save on legal fees! Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials 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.

PLUS! Package includes a free CD-Rom of Nolo's bestselling title THE EXECUTOR'S GUIDE with Quicken Willmaker 2009, a value of $39.99!

Will

Living Trusts, including an AB Trust

Health Care Directive:
Living Will
Health Care Power of Attorney

Financial Powers of Attorney

Final arrangements document

Important documents for executors

Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials also provides forms you can use every day, such as authorizations and agreements, promissory notes, and child and elder care forms.

For each document, Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials 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.

Need to know more? Here are in-depth details about what you can do with Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials:

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.

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

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. 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 lending or borrowing money to friends or family, creating bills of sale, ending a credit card account -- 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 2009 Edition: Estate Planning Essentials 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 a document based on your answers. Completed documents can be printed directly, or exported to an RTF document, 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
Restatement and Amendment of Living Trust

Leaving Others in Charge
Health Care Directive (Living Will & Power of Attorney)
Durable Power of Attorney for Finances
Special (Limited) Power of Attorney for Finances
Information for the Attorney-in-Fact
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
Revocation of Power of Attorney
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 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 Documents
General Bill of Sale
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
Property Inventory Worksheet

Customer Reviews:

Showing reviews 1-5 of 100

1 2 3 4 5 6 ...20 Next »

very good September 12, 2009
dremin (usa)
i am satisfied with the program. it does what i want and is easy to use.

4 out of 5 stars

Beware, Mac Owners! September 11, 2009
Kathy Parsons (Florence, OR United States)
2 out of 2 found this review helpful

Nolo's comprehensive catalog of legal guidebooks cover just about everything under the sun. Thorough, easy to follow, and written in everyday language, these books are outstanding reference sources. Quicken WillMaker Plus 2009 is no exception. As a healthy, single, small business owner with no children, it has been easy to put off making a will, but a cancer diagnosis earlier this year (I'm fine now!) was a real wake-up call. Anyway, I have a couple of other Nolo books in my reference library, so I was excited to find Quicken WillMaker Plus. In addition to the 600+ page book, there are two CD ROMs. One includes all of the forms you could possibly need to do your own will, documents for several types of trusts, health care directives, personal finance forms, durable power of attorney, etc. The second disk is a copy of The Executor's Guide in ebook form. Sounds perfect, and it probably is unless you are using any computer operating system besides Windows! As the owner of three Macs, I was extremely disappointed to make this discovery! The book is still very valuable, but not being able to use the software means having to set up your own forms following the guidelines and examples in the book (there are MANY!) rather than being guided through the step-by-step forms and and being able to use online help. Additionally, you will not be able to download any of the updates during the year, which is very unfortunate. This book is excellent, but I'm not sure it's worth the $70 cover price if you cannot use the software. My advice, if you are a Mac user, would be to buy one of Nolo's guides to making a will and/or estate planning that doesn't include Windows-only software. Apparently, Nolo has no plans to produce a Mac edition, so we're kind of stuck!

5 out of 5 stars

Very Well Written! September 1, 2009
uniq (El Dorado Hills, CA United States)
This is a very well writen leagl guide! I haven't tried the software yet, but it's worth buying for the book alone. Veru clear and concise explanation of the topics. Great job!

4 out of 5 stars

Very easy to use August 30, 2009
R. G. Mcloud
The book that comes with the CD is excellent. Reading it first is very helpful in making decisions. The CD is very interactive and prompts you for responses and "coaches" you along the way. If your life is not complicated, this should work very well for most people.

4 out of 5 stars

So comprehensive, it's almost overwhelming... August 20, 2009
Carolyn K. (Hoagies' Gifted Education Page)
Quicken WillMaker 2009 is the only product you'll need to create even the most complex will. Estate planning is covered in great detail, with every possibility explored. In addition to the software, the textbook-sized manual covers everything you'll need to know. But even my simple needs were met easily, and without too much fuss.

As usual, Quicken's products do the job.

Showing reviews 1-5 of 100

1 2 3 4 5 6 ...20 Next »

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