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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 Probate Plus?

Probate Plus is an innovative and flexible software solution designed for probate accounting and management, developed by industry experts for their colleagues since 1992. It has been carefully designed to assist probate professionals in the daily administration of estates, guaranteeing that every probate case is managed with accuracy and financial benefit. Featuring a continuously updated auto-balancing tool, Probate Plus provides a real-time snapshot of the estate while also producing accounts and cash balances throughout the management process. This comprehensive solution is specifically built to manage, organize, assign, and report on all user-entered data. Consistently, Probate Plus proves its capability to save significant time that would otherwise be spent on non-billable tasks stemming from the intricacies of various probate challenges. Users enjoy the advantage of always-accessible balances, and the reconciliation with the firm’s accounting system is both quick and uncomplicated. The software operates under a pay-per-probate model, which removes the burden of large upfront costs or ongoing annual fees. By using Probate Plus, practitioners are not only able to optimize their workflow but also significantly improve their effectiveness in estate management. This ultimately leads to a more streamlined approach to handling probate cases and better service for clients.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$109
$109 for the starter plan, $149 for plus plan, $219 for all access plan

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
Windows
Mac

Supported Platforms

Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Nolo

Company Location

United States

Company Website

www.willmaker.com

Company Facts

Organization Name

Law Systems

Date Founded

1992

Company Location

United Kingdom

Company Website

lawsystems.co.uk/pp_wp/products/

Categories and Features

Estate Planning

Not specified

Personal Finance

Not specified

Categories and Features

Legal Case Management

Case Notes
Corporations
Document Management
Expense Tracking
Law Firms
Records Management
Task Management
Trust Accounting

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