Quicken WillMaker & Trust
Quicken WillMaker & Trust helps individuals prepare estate-planning documents through a guided interview that adapts to their answers.
What Quicken WillMaker & Trust is
Quicken WillMaker & Trust helps individuals prepare estate-planning documents through a guided interview that adapts to their answers. It covers wills, living trusts, health care directives, final arrangements, durable powers of attorney, letters to survivors, and transfer-on-death deeds. Attorneys review and update the documents to reflect state-specific laws. The Starter Plan costs $109 per purchase and covers wills, a health care directive, and final arrangements; Plus costs $149 per purchase and adds the other listed documents and downloadable software. All Access costs $219 per year and includes those documents, PC/Mac downloads, and a one-year Everplans subscription for organizing and sharing important documents. Plus and All Access customers can choose the online app or desktop software, but data cannot be transferred between them. Online data is stored on WillMaker’s servers, while desktop data stays on the user’s computer. Online access lasts one year, with annual extensions listed at $39.99; desktop access is unlimited, with updates for one year. The documents are not valid in Louisiana, U.S. territories, or Canada.
Good
- Guided interviews adapt documents to user answers.
- Attorneys review documents for state-specific laws.
- Covers wills, trusts, directives, and powers of attorney.
- All Access includes one year of Everplans.
- Desktop access is unlimited.
Watch out
- No free plan is available.
- Online and desktop data cannot be transferred.
- Documents are not valid in Louisiana, U.S. territories, or Canada.
- Online access lasts one year unless extended.
Who it suits
It suits people preparing personal estate plans who want guided document creation, including families who cannot hire a lawyer or need documents quickly. It is intended for personal rather than professional or commercial use.
Verdict
WillMaker offers a broad set of estate-planning documents through an adaptive interview, with attorney review and online or desktop access options. Check the state exclusions and the separate access terms before choosing a plan.
Plans and prices
From Quicken WillMaker & Trust's own pricing page, checked 30 Sep 2001.
| Plan | Price | What it gives you |
|---|---|---|
| Starter Plan | $109, paid once | Wills · healthcare care directive · final arrangements |
| Plus Plan | $149, paid once | Wills · healthcare care directive · final arrangements · durable power of attorney · letters to survivors · living trust · transfer on death deed · PC/Mac download |
| All Access Plan | $219 a year | Wills · healthcare care directive · final arrangements · durable power of attorney · letters to survivors · living trust · transfer on death deed · PC/Mac download · one-year Everplans subscription · 1 Yr Subscription |
The facts
Each one read from Quicken WillMaker & Trust's own pages, with the date it was checked.
What it does
- Data storage
- The online version stores data on WillMaker’s secure servers, while desktop data is stored on the user’s computer.checked 30 Sep 2001
- Desktop requirements
- The downloadable software supports Windows 10/11 or macOS 10.14 or higher.checked 30 Sep 2001
- Document range
- Documents include wills, health care directives, final arrangements, durable powers of attorney, letters to survivors, living trusts, and transfer on death deeds.checked 30 Sep 2001
- Eligibility limits
- WillMaker documents are not valid in Louisiana, U.S. territories, or Canada, and the product is intended for personal use rather than professional or commercial use.checked 30 Sep 2001
- Encryption
- WillMaker says online documents are encrypted and stored in the cloud, accessible only to the user.checked 30 Sep 2001
- Guided interview
- Its interview adapts to users’ answers to create customized documents.checked 30 Sep 2001
- Intended audience
- WillMaker presents its tools as a way for families to prepare estate plans when they cannot hire a lawyer or need documents quickly.checked 30 Sep 2001
- Legal review
- Attorneys continuously review and update WillMaker documents to reflect current state-specific laws.checked 30 Sep 2001
- Online and desktop
- Plus and All Access customers can use the online app or downloadable software, but documents and data cannot be transferred between them.checked 30 Sep 2001
- Privacy
- WillMaker says it does not sell, share, or rent personal information to third parties.checked 30 Sep 2001
- Purpose
- WillMaker guides users through creating estate planning documents, including wills, living trusts, powers of attorney, and living wills.checked 30 Sep 2001
- Revisions and access
- Online access lasts one year from purchase, and the pricing page says users may extend it annually for $39.99; desktop access is unlimited with updates for one year.checked 30 Sep 2001
- Support
- The product provides on-screen help, a legal manual, support answers, and contact information for Nolo Technical Support.checked 30 Sep 2001
Money
- Everplans
- The All Access plan includes a one-year subscription to Everplans for organizing, storing, and sharing important documents with trusted people.checked 30 Sep 2001
The company
- Founded
- 1985checked 28 Sep 2001
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