Easy Way to Complete Vital Documents The process to complete wills and other important documents was quite simple as you are guided through each step. There was ample explanation and additional information readily available if needed. The instructions were very clear. The program is well worth the investment.

A 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.

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.

Do 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.

Presto! 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 !