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Free Download Quicken WillMaker & Trust 26.6.3161 | 55 MB
Quicken WillMaker & Trust is an estate planning application designed to help individuals prepare a range of personal and legal planning documents. It provides guided questionnaires and document preparation tools for creating a will, living trust, healthcare directive, financial power of attorney, and other estate-related forms.
The software is designed around an interview-style workflow, allowing users to enter their information and complete documents at their own pace. It also includes a legal reference manual for common questions and documents prepared with input from lawyer-editors to reflect applicable state laws.
In addition to core estate planning documents, Quicken WillMaker & Trust includes forms and organizational materials for executors, caregivers, survivors, household matters, personal finances, and end-of-life arrangements. Estate planning documents are not valid in Louisiana, U.S. Territories or Canada.
Software Overview
Quicken WillMaker & Trust brings multiple estate planning and personal document tools together in one application. Users can prepare a will that identifies beneficiaries, appoints an executor, and specifies arrangements for the care and management of property for children or other young beneficiaries.The software also supports living trust preparation, healthcare planning, and durable financial powers of attorney. Additional documents help organize practical information for executors and survivors, record financial arrangements, communicate personal decisions, and manage common household or family matters.
Key Features
- Create a customized will and specify beneficiaries, executors, and property arrangements.
- Prepare a living trust for distributing assets and arranging property management.
- Create a healthcare directive containing medical care preferences and healthcare authorization.
- Prepare a durable power of attorney for financial matters.
- Provide an attorney-in-fact with authority over practical financial tasks and digital assets.
- Generate checklists, letters, notices, and claim forms for executors.
- Record preferences for funerals, cremation, burial, memorials, and obituaries.
- Organize information about bank accounts, passwords, contacts, and other details for caregivers and survivors.
- Create letters explaining personal decisions, gifts, and executor appointments.
- Prepare personal finance documents for lending, borrowing, bills of sale, and credit card closure.
- Create household and family forms, including authorizations, agreements, promissory notes, limited powers of attorney, and care-related documents.
- Use an interview-based workflow to complete documents at an individual pace.
Why Choose Quicken WillMaker & Trust
Quicken WillMaker & Trust is intended for individuals who want to organize estate planning documents and related personal information in one place. Its guided interview format makes it possible to work through different documents without having to prepare each form from scratch.Beyond wills and trusts, the application covers healthcare decisions, financial authority, executor responsibilities, survivor information, and everyday family documentation. This broader collection can help users organize important instructions and records for their families and representatives.
System Requirements
- Computer: 1 GHz or higher
- Operating System: Windows 10/11
- Memory: Minimum 2GB
- Hard Disk Space: 54 MB free space; for Windows up to 1.5 GB if .NET is not installed
- Software: PDF Viewer
Home Page
https://www.willmaker.com
Product Information
- Software Name: Quicken WillMaker & Trust
- Version: 26.6.3161
- Languages: English
- License type: Full Version
- File Size: 55 MB
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