Allen Kyle
GBMy download experience. In prior years I would just purchase the Disk/CD to make sure my family members had updated legal documents. I had not updated my Will since my wife's passing, so I decided to download the newest version. At first I could not find the file because I was used to seeing the old logo, but once I found it I was able to get started. I would have preferred the logo to be on my desk top.
customer
GBDo it online or download software I really like the feature that you can do your will or living trust online or download the software and do it on your own computer. To do a living trust, you just need to answer a few questions and then you are done. Very easy and straight forward.
Michael McLean
GBThe program addressed many issues quite… The program addressed many issues quite easily. All except 2: 1) There was no method to specify future heirs such as future grandchildren. 2) The loan forgiveness provision only allows for a specific balance amount. It should specify the basis and then forgive the outstanding balance. I am currently uncertain how to proceed without regular will updates for loan balances and future grandchildren. Update: Included in each interview section are expandable notes. I found references to the need for specific names in the will. I will need to update the will for future grandchildren. Also, I removed any reference to loans in the will and added my preference in a letter to the executor. Both resolutions have allowed me to complete the will along with other supporting documents.
Mark C
GBThis program was worth every penny This program was worth every penny. It is simple to use and the directions are clear. In a matter of a few minutes I was able to create a new up to date will.
Beth H.
GBPresto! Discrepancy fixed! I couldn’t get past a discrepancy error on my own, and your team member efficiently handled the issues over the phone. The will came out as intended. Great service !