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.
Jan Seeley
GBInability 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.
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.
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.
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.