Amazon Associate Store
Home | Apparel | Books | Computers | DVD | Electronics | Home & Garden | Tools & Hardware | PC & Video Games | All +
Shopping for? Advanced Search
 Home/ Books / General / Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials (Book with Software)

Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials (Book with Software)

Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials (Book with Software)

Enlarge Enlarge 
Author: Editors Of Nolo
Publisher: NOLO
Customer Rating:   95 Reviews
List Price: $69.99
Our Price: $44.09
You Save: $25.90 (37%)
Availability: Usually ships in 24 hours
Shipping: Eligible for Super Saver Shipping

  Buy
New (26) Used (3) from $44.09



Also Available In

Quicken Willmaker Plus 2008 Edition: Estate P ...Quicken Willmaker Plus 2007 Edition: Estate P ...
Quicken Willmaker Plus 2008 Edition: Estate P ...Quicken Willmaker Plus 2007 Edition: Estate P ...

Similar Items

Get It Together: Organize Your Records So You ...Plan Your Estate (National Edition)TurboTax Deluxe Federal + State 2007 [OLD VER ...Make Your Own Living Trust (Book & CD-ROM)
Get It Together: Organize Your Records So You ...Plan Your Estate (National Edition)TurboTax Deluxe Federal + State 2007 [OLD VER ...Make Your Own Living Trust (Book & CD-ROM)

Editorial Reviews

Product Description
America's No. 1 selling estate planning software in book form, helps you create a will, living trust, living will -- and much more!

Help protect your family and your assets, and save on legal fees! Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials provides the legal forms you need. So comprehensive, the software assembles your forms from among 40,000 document possibilities -- but so easy to use, you'll have them finished in minutes.

PLUS! Package includes a free CD-Rom of Nolo's bestselling title THE EXECUTOR'S GUIDE with Quicken Willmaker 2009, a value of $39.99!

Will
  • Living Trusts, including an AB Trust
  • Health Care Directive:
    Living Will
    Health Care Power of Attorney
  • Financial Powers of Attorney
  • Final arrangements document
  • Important documents for executors

    Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials also provides forms you can use every day, such as authorizations and agreements, promissory notes, and child and elder care forms.

    For each document, Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials takes you through a step-by-step interview. Your documents will automatically reflect the laws of your state. If you have any questions, simply check out the comprehensive onscreen legal manual.

    Need to know more? Here are in-depth details about what you can do with Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials:

    Your Will
    Provide for family, friends and charities. Name a personal guardian to care for young children. Specify the executor (or "personal representative") of your estate. Select a trusted person to manage property left to young people. Revise and update your will whenever you like.

    Your Living Trust
    Make a basic trust, whether you're married or single. If married, you can create a AB trust (or bypass trust) and spare your heirs from potentially heavy estate taxes. Create subtrusts for minor children and young adults. Name custodians for property left to children. Change or revoke your trust at any time.

    Your Health Care Directive
    Lets people who care for you make important decisions about your life and health when you can't. Create a:

    Health Care Power of Attorney
    Permit a loved one to make important medical decisions for you if you are unable to do so yourself.

    Living Will
    Specify whether you want your life prolonged through artificial means. Appoint someone to make sure your wishes are carried out.

    Your Financial Power of Attorney
    Name someone to make your financial decisions, in case you are medically incapacitated. Don't worry, you can grant as much authority as you wish.

    Your Final Arrangements
    Plan a funeral or other ceremony. Clarify whether you want a cremation or burial. Select someone to oversee your final arrangements -- and more!

    Documents for Your Executor
    Make sure your executor ("personal representative" in some states) has all the forms and instructions he or she needs to do the job: Checklists, letters, notices, claim forms -- and more.

    Personal Finance Documents
    Over a dozen forms that let you handle financial situations you might face on any given day, such as lending or borrowing money to friends or family, creating bills of sale, ending a credit card account -- and more!

    Home & Family Documents
    Whether you need to authorize someone to travel with your child to another country, want to lend your car to a friend, or create an agreement with a trusted person to take care of your elderly parent, Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials can handle all these family situations -- and many more!

    Estate planning documents not valid in Louisiana.

    List of Forms
    All forms are completed through a step-by-step interview, which customizes a document based on your answers. Completed documents can be printed directly, or exported to an RTF document, which can be opened in any word processor.

    Wills and Living Trusts
    Will
    Self-Proving Affidavit (for Will)
    Letter to Executor
    Individual Living Trust
    Shared Living Trust
    AB Trust (aka Bypass Trust)
    Certification of Trust
    Assignment of Property (to Trust)
    Reverse Assignment of Property (from Trust)
    Revocation of Living Trust
    Restatement and Amendment of Living Trust

    Leaving Others in Charge
    Health Care Directive (Living Will & Power of Attorney)
    Durable Power of Attorney for Finances
    Special (Limited) Power of Attorney for Finances
    Information for the Attorney-in-Fact
    Delegation Form for Attorney-in-Fact
    Resignation Form for Attorney-in-Fact
    Revocation Form for Recorded Durable Power of Attorney for Finances
    Revocation Form for Unrecorded Durable Power of Attorney for Finances
    Revocation of Health Care Directive
    Revocation of Power of Attorney
    Final Arrangements Letter

    Documents for Your Executor
    Affidavit of Domicile
    Employee Death Benefits Letter
    Executor's Checklist
    Executor's Letter to Financial Institution
    General Notice of Death
    Notice to Creditor of Death
    Notice to Homeowners Insurance Company of Death
    Notice to Vehicle Insurance Company of Death
    Request for Life Insurance Claim Form
    Request for Life Insurance Proceeds

    Personal Finance Documents
    General Bill of Sale
    Promissory Note (Amortized Monthly Payments)
    Promissory Note (Balloon Payment)
    Promissory Note (Payments of Interest Only)
    Promissory Note (One Lump Sum Payment)
    Security Agreement for Borrowing Money
    Notice to Terminate Joint Credit Card Account
    Notice to Put Name on Do Not Call List
    Cancel Membership or Subscription

    Documents for Home and Family
    Child Care Agreement
    Child Care Instructions
    Authorization for Minor's Medical Treatment
    Authorization for Foreign Travel With Minor
    Temporary Guardianship Authorization for Care of Minor
    Elder Care Agreement
    Pet Care Agreement
    Housekeeping Services Agreement
    Housesitting Instructions
    Authorization to Drive a Motor Vehicle
    Property Inventory Worksheet


  • Customer Reviews    Read 90 more reviews...
      Impressive for the price   January 1, 2009
    Thomas( Doc Savage 45) (St. James, MN United States)
    Other reviewers have made comments and the list is extensive.

    I am impressed with the price, and the improvements. we have a book and cd included.

    I have found that the more complex a situation the more specific the person writting the will needs to be. And this software has continued to expand for a reasonable price!

    It will improve your knowledge, and give you a product. If your state or situation requires more, you can have an attorney review it.

    Otherwise many have no wills and this is a decent and evolving product.

    As I find out more about it I will share my experiences.

    Yet there are lots of reviews regarding this product.
    It appears that this company listens to the customers.




      Nolo knows how   December 26, 2008
    S. Kay Murphy (Mt. Baldy, CA USA)
    I'm one of those people who really need to know the why and how of everything. I appreciated being able to look at each clause, then read below it a simple explanation of why the clause is legally necessary. This book has a great format, with various subjects and appendices easy to find. And it comes with the Quicken software. I really don't know how they could make it any easier to facilitate what all of us know we need to do: Make out that living will. Great product.



      Wow, quick and easy   December 23, 2008
    Margaret H. Bonham (Montana, USA)
    I thought this would be exceedingly complex, but this willmaker is remarkably easy to do with step by step instructions. Even my complex needs were made remarkably simple.

    What's more, they have steps to help you along every step of the way. This includes answering questions you might have regarding will making and other areas.

    I won't have to use an attorney for a will. How cool is that?



      A very complete will making kit   December 18, 2008
    J. Musto (New England)
    This package includes 3 items:

    * Quicken WillMaker Plus 2009 Estate Planning Software (CD)
    * A 600 page Nolo Will making book (paperback)
    * The Executor's Guide (eBook on CD)
    * A $10 coupon for Nolo's online law store (you must register to receive this)

    The software loaded easily and was easy to use. Upon loading, the software asked me to register and perform a web update. The update gives you a list of changes and updates made to the software. The only inconvenience is that the update requires a reboot, which is odd considering the initial software install required no reboot.

    After install and update, the software gives you an overview of features and allows you to begin. This is not a simple will package but a comprehensive software package that allows you to create a variety of estate planning documents, including child and pet care agreements, power of attorney, final arrangements, living trusts, promissory note, subscription cancellations, request for birth and death certificates and a number of other useful documents.

    The software includes electronic users and legal manuals.

    The first step is to select the document you wish to create. The software then walks you through all the steps for creating the document. The software asks you a variety of questions applicable to the document you are creating, then imports your answers into the document for you. The software walks you through each aspect of creating the document. One concern is that if you have never created the specific document, you may have questions, which are not automatically answered but between the book, software and CD, everything you need is here.

    I haven't gone through the whole package yet but once I have, I will update this review but my first impression is that it is a complete and easy to use package.

    More to come...



      Lawyer In A Book   December 18, 2008
    Lori Smart (Eugene, OR)
    I used to have a copy of "Family Lawyer" software, which had very limited instructions with it. This book, on the other hand, is just perfect! Lots of manual, with the software needed to prepare the legal documents every family needs! I have been able to find answers to every one of my questions at every step of the way, and even supplies software updates through Jan 2010!



    Product Specifications


    Media: Paperback
    Edition: 2009 Edition
    Pages: 600
    Number Of Items: 2
    Shipping Weight (lbs): 2.3
    Dimensions (in): 9 x 7 x 1.5
    ISBN: 141330902X
    Dewey Decimal Number: 346.73052
    EAN: 9781413309027
    Publication Date: October 29, 2008



    Keywords Suggestion : Quicken Willmaker Plus Edition

    Related Tags
    estate planning  nolo  software  will  wills  

    Discount Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials (Book with Software) at cheap prices from Amazon.com

    ... reasoning section of the lsat • the next 10 actual, official lsat preptest (lsat series) • quicken willmaker plus 2009 edition: estate planning essentials (book with software)
    quicken willmaker plus 2009 edition: estate planning essentials (book with software) by editors of nolo; isbn: 141330902x; published 2008-10-29 by nolo; 2009 edition 600 pages ...
    shop for learning material related to the legal system. ... quicken willmaker plus 2009 edition: estate planning essentials (book with software)

    Sponsored Links
    '