However, by saving your documents locally, you’ll ensure they’re accessible regardless of if you have internet or not. Whereas you once needed to download software onto your computer, now you have the choice to complete your will on the firm’s secure online platform. The user experience of Quicken WillMaker & Trust has been improved. Quicken WillMaker & Trust: Product Experience Nolo, the company that sells the software, does have a resource library to help you resolve common problems and answer basic questions, though. Interestingly, the software doesn’t provide the option to talk to an attorney or an estate planner, even during the current edition year. For example, if you buy the current edition, Quicken WillMaker & Trust 2023, you’ll have access to customer support through Dec. Quicken WillMaker & Trust provides customer support up to the end of the edition year that you purchase. While $99 for any program isn’t cheap, when you consider the range of materials that you’ll have access to, it may well be worth it if you have multiple estate planning documents to create. This differs from some other estate planning platforms that charge you based on the features you take advantage of, the membership tier you buy into or how many times you use it. From there, you can install the program on your personal computer and do with it what you please. – Write personalized letters to family and friends who survive youĪnother positive feature of Quicken WillMaker & Trust is that all you’ll need to pay is a flat price of $99. Quicken WillMaker & Trust: Pricing Quicken WillMaker & Trust’s Fee Structure As a result, you may need more comprehensive help with your estate, which is when a financial advisor can come in handy. Digital assets, charitable donations and deed transfers for property are not included in its suite of services. There are certain things, however, that Quicken WillMaker & Trust doesn’t allow you to do. But where this software stands above the competition is with its detailed trust writing options, including granting provisions for certain people and adding other executors and trustees. These options cover many basic estate planning services offered by Quicken’s competitors.
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