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.
Beth H.
GBPresto! Discrepancy fixed! I couldn’t get past a discrepancy error on my own, and your team member efficiently handled the issues over the phone. The will came out as intended. Great service !
Robert Horton
GBEasy to use for wills, Power of Attorney, etc. I used Willmaker back in 2006 for our wills. This latest version is more thorough and provides easy to understand instructions. Especially found their Health Care Directive document very easy to create. There are links to more extensive information about each item, if you want to learn more about the item.
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.
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.