KS Chan
GBlimited to simple will and trust This software is excellent except it is only useful for very simple wills and trust. For instance, I wanted to name a beneficiary in my trust and want to name an alternative if that person died before me...name my brother, then if he dies, his kids get his portion of my estate. WillMaker doesn't allow this. It only goes to the first level and doesn't allow you to go to the second. So, I wasted my money. Will Maker does allow for an alternative beneficiary but doesn't allow me to list who gets my assets if that person isn't alive. As an example, my spouse is my beneficiary, when both of us die my niece gets our estate but if she is gone, Will Maker doesn't allow you to list my niece's children as her alternative.
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.
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.
Bonnie W
GBI ordered and paid for this program 3… I ordered and paid for this program 3 days ago, and have not received any code or access information. I have emailed the customer service twice. And yes, I have checked my Spam folder. I haven't gotten any response yet. After this review, I got a reply that they would contact me. Three days later and still no contact from this company. Very frustrating! April 8th - I received a call and the issue has been resolved.
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.