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.
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.
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.
Sunfish
GBA great value to plan for your future This software package has everything you need to set up your own estate plan -- without going to the expense of hiring a lawyer. The survey questions are detailed -- so that -- you can put together documents that fit your personal situations.
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.