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.
customer
GBDo it online or download software I really like the feature that you can do your will or living trust online or download the software and do it on your own computer. To do a living trust, you just need to answer a few questions and then you are done. Very easy and straight forward.
CPD
GBWe found Quicken’s Willmaker to be both… We found Quicken’s Willmaker to be both thorough and easy to work with. I was surprised at the depth of questions to prepare the will as well as following South Carolina’s legal requirements.
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.
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.