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.

My download experience. In prior years I would just purchase the Disk/CD to make sure my family members had updated legal documents. I had not updated my Will since my wife's passing, so I decided to download the newest version. At first I could not find the file because I was used to seeing the old logo, but once I found it I was able to get started. I would have preferred the logo to be on my desk top.

Easy to use for wills, Power of Attorney, etc. I used Willmaker back in 2006 for our wills. This latest version is more thorough and provides easy to understand instructions. Especially found their Health Care Directive document very easy to create. There are links to more extensive information about each item, if you want to learn more about the item.

Easy 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.

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.