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.
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.
TLD
GBVery well done Very well done. One thing we wished was more clear was the transfer of deed portion of the trust. Quitclaim forms are not consistent online. Nolo provided some states on their site but not ours. They should all be available. Also, some sections included the area for the Notary to sign, some said to include it. Didn’t know how to find it, but our Notary was experienced and was able to provide it for us. Not sure the Notary at the UPS Store would have been as knowledgeable.
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.
CPD
GBWe found Quicken’s Willmaker to be both… We found Quicken’s Willmaker to be both thorough and easy to work with. I was surprised at the depth of questions to prepare the will as well as following South Carolina’s legal requirements.