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What is Quicken WillMaker?

Quicken WillMaker & Trust is a comprehensive do-it-yourself estate planning software designed to enable individuals and families to create legally binding wills, living trusts (either jointly or individually), durable powers of attorney, health care directives, transfer-on-death deeds, letters for final arrangements, and guides for caregivers or survivors. The software utilizes a straightforward interview format that incorporates legal guidance, ensuring that the documents generated meet the legal requirements of the user's state. Users can choose between a desktop application and an online version, offering them the flexibility to adjust their plans as needed. Moreover, it comes with a detailed legal manual and documents that have been vetted by attorneys for each state, which offers users both clarity and assurance in their estate planning. With more than 35 essential estate planning forms—including promissory notes, authority delegations, and personal finance documents—it helps users navigate away from the probate process, streamlining estate administration effectively. This software is crafted to meet a diverse array of estate planning needs, providing users with a sense of support and confidence in their decision-making throughout the entire process. Ultimately, it allows families to secure their legacies while minimizing potential complications in the future.

What is Peek?

Peek is a cutting-edge personal finance platform that utilizes artificial intelligence to help users keep track of, manage, and grow their net worth through customized guidance and insights. Unlike traditional finance applications that focus solely on presenting raw data, Peek prioritizes actionable recommendations and coaching tailored to user behavior. The platform boasts features such as AI-driven check-ins that assess spending and saving habits, peer comparisons, and tools for establishing financial goals. By providing clear, guilt-free prompts and visual progress tracking, Peek aims to make financial management more accessible and straightforward. Additionally, this platform is designed as a mobile application and is currently available to users linked with financial institutions in the United States, facilitating a smooth experience for individuals seeking to improve their financial health. Furthermore, Peek's commitment to a user-focused experience positions it as a crucial resource for anyone eager to enhance their financial knowledge and reach their monetary objectives while fostering a deeper understanding of personal finance.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$109 per month
Free Trial Offered?
Free Version

Pricing Information

Free
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Nolo

Company Location

United States

Company Website

www.willmaker.com

Company Facts

Organization Name

Peek

Company Location

United States

Company Website

peek.money/

Categories and Features

Categories and Features

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