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.
Robert Horton
GBEasy 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.
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.
cheryl ucakar
GBThe 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.
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.