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Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
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support 0 out of 5 stars

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Ratings and Reviews 5 Ratings

Total 4 out of 5 stars
ease 4 out of 5 stars
features 4 out of 5 stars
design 4.5 out of 5 stars
support 4.5 out of 5 stars

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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 Quicken?

Simplify your financial oversight with Quicken to make this tax season as effortless as possible. Effortlessly obtain a holistic understanding of your financial situation. Quicken allows you to unify all your banking, investment, retirement, and credit card accounts in a single, accessible place. Keep tabs on your spending by tracking available funds after paying your bills. Improve your financial choices by creating custom budgets tailored to your needs. You can easily assess your income against your expenses, review expected balances after bill payments, and receive reminders to ensure you never miss important deadlines. Additionally, evaluate your investment portfolio, monitor its performance, and conduct market comparisons to feel more assured in your buying or selling decisions. With over 17 million users benefiting from Quicken over the years, you can join this community and take charge of your financial future starting today. By integrating Quicken into your financial routine, you pave the way for smarter financial management and greater peace of mind.

Media

Media

Integrations Supported

Integrations Supported

Acumen
Bethpage Federal Credit Union
Checksoft Home & Business
Faithful Steward
GarageKeeper
HomeBank
Instant Check
Itemize
Lead Commerce
Neat
Ninth Wave
Orange Bank
OwnChecks
QuickBooks Enterprise
QuickBooks Online
Sitehound
WebSelfStorage
ezCheckPrinting

API Availability

API Availability

Pricing Information

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

Pricing Information

$29.99 per year
Different plans and versions available depending on what you need

Supported Platforms

SaaS
Windows
Mac

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Nolo

Company Location

United States

Company Website

www.willmaker.com

Company Facts

Organization Name

Quicken

Company Location

United States

Company Website

www.quicken.com

Categories and Features

Estate Planning

Not specified

Personal Finance

Not specified

Categories and Features

Budgeting

Balance Sheet
Cash Management
General Ledger

Personal Finance

Not specified

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