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.
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.
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.
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.
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.