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.
Mark C
GBThis program was worth every penny This program was worth every penny. It is simple to use and the directions are clear. In a matter of a few minutes I was able to create a new up to date will.
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 !
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.
Darrell Russell
GBEasy to use Easy to use, seems to cover all the bases we need for our estate planning. The only issue I found is both husband and wife are listed a female on the preview, there wasn't an option to select the gender, and no option to make changes. When I go to the last step (to print) the gender of the names on the estate aren't listed, which makes it ok in the end. I just spent needless time trying to correct the wrong gender.