Inability 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.

The 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.

The 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.

Well program with all needed to prepare… Well program with all needed to prepare wishes.

limited 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.