The software is easy to download and… The software is easy to download and install. As you go through the different documents, it gives you a lot of information about that area so you can think about your choices and put in the answer that is best for your situation. The only thing that I did not like was on the Durable POA for finances, it did not print out the page for the notary to fill out. Instead, the notary needed to provide an acknowledgement page which made it a little more challenging when it came to signing. The notary acknowledgement was on the other forms such as the will as an affidavit page so not sure why they could not have just placed it here as well.

Does 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.

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 !

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.

Inability 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.