Nancy Axon
GBEasy Way to Complete Vital Documents The process to complete wills and other important documents was quite simple as you are guided through each step. There was ample explanation and additional information readily available if needed. The instructions were very clear. The program is well worth the investment.
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.
Gregg
GBI have not had a chance yet to use this… I have not had a chance yet to use this version, however, I have used other versions and have always been impressed.
Darrell Russell
GBEasy to use Easy to use, seems to cover all the bases we need for our estate planning. The only issue I found is both husband and wife are listed a female on the preview, there wasn't an option to select the gender, and no option to make changes. When I go to the last step (to print) the gender of the names on the estate aren't listed, which makes it ok in the end. I just spent needless time trying to correct the wrong gender.
PR
GBQuicken Willmaker is an excellent package. Quicken Willmaker is an excellent package. It generates all the documents necessary. It also provides an explanation for each line item in a document. It also shows a sample of each document that you wish to prepare. Customer support is prompt and good. You can complete the documents online or you can download the software into your desktop/laptop. Highly recommend.