Well program with all needed to prepare… Well program with all needed to prepare wishes.

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.

limited to simple will and trust This software is excellent except it is only useful for very simple wills and trust. For instance, I wanted to name a beneficiary in my trust and want to name an alternative if that person died before me...name my brother, then if he dies, his kids get his portion of my estate. WillMaker doesn't allow this. It only goes to the first level and doesn't allow you to go to the second. So, I wasted my money. Will Maker does allow for an alternative beneficiary but doesn't allow me to list who gets my assets if that person isn't alive. As an example, my spouse is my beneficiary, when both of us die my niece gets our estate but if she is gone, Will Maker doesn't allow you to list my niece's children as her alternative.

I 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.

Very 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.