Allen Kyle
GBMy download experience. In prior years I would just purchase the Disk/CD to make sure my family members had updated legal documents. I had not updated my Will since my wife's passing, so I decided to download the newest version. At first I could not find the file because I was used to seeing the old logo, but once I found it I was able to get started. I would have preferred the logo to be on my desk top.
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.
Gregg
GBI have not had a chance yet to use this… I have not had a chance yet to use this version, however, I have used other versions and have always been impressed.
Mark Hunter
GBDoes NOT include Springing Durable Power of Attorney Bought it for personal (family) estate planning purposes. Price was good. Interview process is easy like tax software. The Will and Health Care Directive worked fine. The Durable Power of Attorney only has a version that takes effect immediately. It does NOT provide for a Springing DPOA. Their reason is that it takes too long to determine incapacity, and the POA must have the ability to buy and sell immediately. Lots of on line articles support this position. However, that is not the right solution for me. Adding the Springing DPOA should be simple enough. Not including it is equivalent to giving legal advice to me.
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 !