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.

This 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.

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.

Helps you get to an acceptable will allowing for changes as you raise more and more question Will maker was easy to use-walks you thru the process and lets you make new versions without deleting the old. The ability to learn as you go and make different versions till you are satisfied with one that works.

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.