Bonnie W
GBI ordered and paid for this program 3… I ordered and paid for this program 3 days ago, and have not received any code or access information. I have emailed the customer service twice. And yes, I have checked my Spam folder. I haven't gotten any response yet. After this review, I got a reply that they would contact me. Three days later and still no contact from this company. Very frustrating! April 8th - I received a call and the issue has been resolved.
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.
customer
GBDo 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.
TLD
GBVery 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.
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.