Quicken Willmaker Plus 2017 Edition: Book & Software Kit

by Editors of Nolo

Overview

NOW AVAILABLE FOR MAC

Quicken WillMaker Plus 2017 is the easiest ways to create your estate plan, whether it's your first time or you want to update a previous plan. You'll be guided through the process from beginning to end with practical and relevant legal information so that you can make the best decisions for you and your family.

• A customized estate plan, including a will, health care directive and other essential documents
• An easy-to-use interview format that lets you complete documents at your own pace
• A user-friendly legal manual answers common questions
• A team of lawyer-editors working to ensure each document reflects the laws of your state*
  

Quicken WillMaker Plus 2017 is the original will-writing software, written and updated regularly by Nolo's expert attorneys. Free legal updates will keep your program current through 2017. Technical support is also available.

Plus, register your copy of Quicken WillMaker Plus 2017 and get a free one-year subscription to Nolo's Online Living Trust.

Here’s more about the documents you can make with Quicken WillMaker Plus 2017 :

Your Will

The heart of every estate plan is a will, also known as a last will and testament. This legal document puts you in control of who inherits your property and who would take care of your children if it were ever necessary. Without a will, state law determines these issues. Your will also allows you to name an executor (sometimes called a “personal representative”) to carry out our wishes. And you can appoint a trusted person to manage property left to young people. With Quicken WillMaker Plus, you can revise and update your will whenever you like.

Your Health Care Directive

Spare your loved ones difficult decisions by laying out your wishes for medical care (living will) and naming someone to carry out your instructions (power of attorney for health care).

Your Durable Power of Attorney for Finances
A durable power of attorney ensures that someone you trust (called your "agent" or "attorney-in-fact") will be on hand to manage the many practical, financial tasks that will arise if you become incapacitated. For example, bills must be paid, bank deposits must be made and someone must handle insurance and benefits paperwork. In most cases, a durable power of attorney for finances is the best way to take care of tasks like these.

Your Final Arrangements

Plan a funeral or other ceremony and ease the burden on your loved ones. Describe your preferences for burial, cremation, memorials, obituaries, and more, and select someone to oversee your final arrangements.

Documents for Your Executor

Provide your executor with needed instructions, checklists, letters, notices, claim forms and more.

Information for Caregivers and Survivors

Organize your estate so that your survivors don't have to. Use these documents to give them information about everything from bank accounts to the names of people you'd like contacted in the event of your illness or death.

Letter to Survivors

Use this letter to leave a final message to your loved ones. You can explain the gifts you left in your will, leave advice, divulge secrets, suggest ways of spitting shared gifts, or any other thoughts you'd like to leave behind.

Personal Finance Documents

Over a dozen forms let you handle common financial situations, such as lending money to friends or family, creating a bill of sale, and closing a credit card account.

Home & Family Documents

Practical forms you can use every day to help run your home and keep your family safe, including authorizations and agreements, promissory notes, limited powers of attorney, and child and elder care forms.

* Estate planning documents not valid in Louisiana or U.S. Territories.

Quicken WillMaker Plus 2017 is ONLY for estate planning in the USA.

NOW AVAILABLE FOR MAC

Minimum System Requirements:

CD-ROM. Enclosed

Computer. 1 GHz or higher

Operating System. Windows 7/8/8.1/10 or Mac 10.10/10.11

Memory. Minimum 1 GB RAM for Windows and 2 GB RAM for Mac

Hard Disk Space. Up to 54 MB free space; for Windows up to 1.5 GB if .NET not installed

Monitor. 800 x 600 (1024 x 768 recommended; with 16-bit color)

CD-ROM Drive*

Internet Connection. Broadband required to receive web updates and access online features

Printer. Any supported printer

Software. Adobe Reader and an internet browser

* If you do not have a CD-ROM drive, contact Nolo's Tech Support and upon proof of purchase we’ll promptly send you a download link.

Product Details

ISBN-13:	9781413323108
Publisher:	NOLO
Publication date:	10/28/2016
Edition description:	Twelfth Edition
Pages:	480
Product dimensions:	7.00(w) x 8.90(h) x 1.10(d)

About the Author

All Nolo legal editors specialize in certain areas of the law, and many are recognized as national experts in their field. They write books, edit books by outside authors, and in their spare time write online articles and blogs, develop legal forms, and create the legal content of Nolo software.

Table of Contents

Your Legal Companion for Estate Planning 1

Contributors 3

1 Planning Your Estate With WillMaker Plus 5

Your Will 7

Durable Power of Attorney for Finances 8

Health Care Directives (Living Will and Power of Attorney) 9

Final Arrangements Document 10

Information for Caregivers and Survivors 10

Letter to Survivors 10

Documents for Executors 11

Forms for Home and Family 13

Personal Finance Forms 17

2 About Wills 19

Legal Requirements 20

Dying Without a Will 22

Making Basic Decisions About Your Will 23

Making Your Own Will 24

Helping Someone Else Make a Will 25

3 About WillMaker Plus Wills 27

What You Can Do With a WillMaker Plus Will 28

What You Cannot Do With a WillMaker Plus Will 34

A Look at a WillMaker Plus Will 39

4 About You and Yours 55

Your Name 56

Your Gender 56

Your State 57

Your County 58

Marital or Domestic Partnership Status 59

Your Children 65

Personal Guardians for Your Minor Children 67

Your Grandchildren 74

Pets 75

5 About Your Property 79

Inventory Your Valuable Property 82

Property You Should Not Include in Your Will 82

Property You Own With Others 85

Property on Which You Owe Money 86

Property Ownership Rules for Married People 86

Your Spouse's Right to Inherit From You 96

6 How to Leave Your Property 99

If You Are Married or in a Registered Domestic Partnership and You Have Children 101

If You Are Married or in a Registered Domestic Partnership and You Do Not Have Children 107

If You Are Not Married or in a Domestic Partnership and You Have Children 111

If You Are Not Married or in a Domestic Partnership and You Do Not Have Children 116

Making Specific Bequests 120

Naming Residuary Beneficiaries 127

Naming a Trust as Beneficiary 129

7 Providing Management for Children's Property 131

Property Management for Property That Passes Under Your Will 135

Property Management for Property That Does Not Pass Under Your Will 142

Naming a Property Manager 143

Examples of Property Management 145

8 Choosing an Executor 149

Duties of an Executor 150

Naming an Executor 155

Naming an Alternate 160

9 Debts, Expenses and Taxes 161

Debts Others Owe to You 162

Debts and Taxes You Owe 163

10 Make It Legal: Final Steps 169

Checking Your Will 170

Signing and Witnessing Requirements 171

Changing Your WillMaker Plus Will 174

Storing Your Will 175

Making Copies of Your Will 175

11 Updating Your Will 177

When to Make a New Will 178

How to Make a New Will 181

12 Letter to Survivors 183

An Introduction for Your Letter 185

Explaining Your Gifts 186

Offering Suggestions for Shared Gifts 188

Explaining Decisions About Your Pets 189

Instructions for Your Digital Assets 190

Writing About a Relationship 192

Thoughts About Life 193

13 When You May Need More Than a Will 195

Avoiding Probate 196

Reducing Estate Taxes 208

Using Trusts to Control Property 213

14 Durable Power of Attorney for Finances 217

What WillMaker Plus Can Do 221

What a Durable Power of Attorney for Finances Can Do 222

What a Durable Power of Attorney for Finances Cannot Do 226

About Your Attorney-in-Fact 228

The Basics of Your Durable Power of Attorney 232

When Your Document Takes Effect 234

Choosing Your Attorney-in-Fact 236

Specific Financial Powers 243

Additional Duties and Responsibilities 262

Paying Your Attorney-in-Fact 270

Nominating a Conservator or Guardian 271

Making It Legal 271

What to Do With the Signed Document 283

Making and Distributing Copies 283

Keeping Your Document Up to Date 284

Revoking Your Durable Power of Attorney 284

When the Power of Attorney Ends 291

Possible Challenges to Your Document 294

15 Health Care Directives 297

What Happens if You Don't Make Documents 300

What You Can Do With This Program 301

The Basics of Health Care Directives 302

Entering Your Personal Information 311

Naming Your Primary Physician 313

Naming Your Health Care Agent 315

Specifying Your Health Care Wishes 342

In an Emergency: DNR Orders and POLST Forms 361

How Pregnancy May Affect Your Wishes 364

Stating Your Wishes for Organ Donation 368

Making It Legal 370

Storing and Sharing Your Documents 373

Keeping Your Documents Up to Date 398

Revoking Your Documents 398

16 Final Arrangements 401

Making Final Arrangements in Advance 403

The Legal Effect of Your Document 404

Getting Started 407

Burial or Cremation 408

Mortuaries and Cremation Facilities 416

Embalming 418

Caskets and Urns 419

Pallbearers 422

Transportation to Burial Site 422

Headstones, Monuments and Burial Markers 423

Epitaphs 423

Ceremonies 424

Your Obituary 428

Paying for Final Arrangements 432

What to Do With Your Finished Document 434

Changing or Revoking Your Document 434

17 If You Need More Help 435

Learning More 436

What Kind of Expert Do You Need? 438

Different Ways to Get Advice From a Lawyer 438

Finding a Lawyer 439

Working With a Lawyer 441

Doing Your Own Legal Research 442

Index 445

Editorial Reviews

"...can walk you through making a will and provisions you need to consider for your situation" CBS MoneyWatch "Even if you know you should see a lawyer... [WillMaker's] question-and-answer technique can help you sort through the options." (i) BusinessWeek(/i)

"From a group of tough critics, Nolo's WillMaker got the most praise... superior on every front." (i)Kiplinger's Personal Finance Magazine(/i)

From the Publisher