cheryl ucakar
GBThe software is easy to download and… The software is easy to download and install. As you go through the different documents, it gives you a lot of information about that area so you can think about your choices and put in the answer that is best for your situation. The only thing that I did not like was on the Durable POA for finances, it did not print out the page for the notary to fill out. Instead, the notary needed to provide an acknowledgement page which made it a little more challenging when it came to signing. The notary acknowledgement was on the other forms such as the will as an affidavit page so not sure why they could not have just placed it here as well.
Jan Seeley
GBInability to save Not being able to save at will is a problem. I am not always able to compete a whole section at one sitting.
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.
GP
GBHelps you get to an acceptable will allowing for changes as you raise more and more question Will maker was easy to use-walks you thru the process and lets you make new versions without deleting the old. The ability to learn as you go and make different versions till you are satisfied with one that works.
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.