Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials (Book with Software)

Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials (Book with Software)
by Editors of Nolo

Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials (Book with Software)
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Book Summary Information

Author: Editors of Nolo
Edition: Paperback
Audio: English (Original Language); English (Unknown); English (Published)
Published: 2008-10-29
ISBN: 141330902X
Number of pages: 600
Publisher: NOLO
Product features:
  • Your Will - Provide for family, friends and charities. Name a personal guardian to care for young children. Specify the executor (or personal representative) of your estate. Select a trusted person to manage property left to young people. Revise and update your will whenever you like
  • Your Living Trust - Make a basic trust, whether you're married or single. If married, you can create an AB trust (or bypass trust) and spare your heirs from potentially heavy estate taxes. Create subtrusts for minor children and young adults. Name custodians for property left to children
  • Health Care Power of Attorney - Permit a loved one to make important medical decisions for you if you are unable to do so yourself
  • Living Will - Specify whether you want your life prolonged through artificial means
  • Your Financial Power of Attorney - Name someone to make your financial decisions, in case you are medically incapacitated

Book Reviews of Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials (Book with Software)

Book Review: Another Nolo Success
Summary: 5 Stars

Nolo does a great job of helping you to understand the law and how the software can be used to achieve your goals.

Over the years NOLO has specialized in helping people through the legal process and have developed a unique ability to break down complex tasks into simpler components.

At their stable of books has grown they have maintained the quality through talented authors and editors.

They are the opposite of the traditional manual writers who develop oversized books with little use other than keeping the coffee cup off the surface of the workstation.

Summary of Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials (Book with Software)

America's No. 1 selling estate planning software in book form, helps you create a will, living trust, living will -- and much more!

Help protect your family and your assets, and save on legal fees! Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials provides the legal forms you need. So comprehensive, the software assembles your forms from among 40,000 document possibilities -- but so easy to use, you'll have them finished in minutes.

PLUS! Package includes a free CD-Rom of Nolo's bestselling title THE EXECUTOR'S GUIDE with Quicken Willmaker 2009, a value of $39.99!

Will
  • Living Trusts, including an AB Trust
  • Health Care Directive:
    Living Will
    Health Care Power of Attorney
  • Financial Powers of Attorney
  • Final arrangements document
  • Important documents for executors

    Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials also provides forms you can use every day, such as authorizations and agreements, promissory notes, and child and elder care forms.

    For each document, Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials takes you through a step-by-step interview. Your documents will automatically reflect the laws of your state. If you have any questions, simply check out the comprehensive onscreen legal manual.

    Need to know more? Here are in-depth details about what you can do with Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials:

    Your Will
    Provide for family, friends and charities. Name a personal guardian to care for young children. Specify the executor (or "personal representative") of your estate. Select a trusted person to manage property left to young people. Revise and update your will whenever you like.

    Your Living Trust
    Make a basic trust, whether you're married or single. If married, you can create a AB trust (or bypass trust) and spare your heirs from potentially heavy estate taxes. Create subtrusts for minor children and young adults. Name custodians for property left to children. Change or revoke your trust at any time.

    Your Health Care Directive
    Lets people who care for you make important decisions about your life and health when you can't. Create a:

    Health Care Power of Attorney
    Permit a loved one to make important medical decisions for you if you are unable to do so yourself.

    Living Will
    Specify whether you want your life prolonged through artificial means. Appoint someone to make sure your wishes are carried out.

    Your Financial Power of Attorney
    Name someone to make your financial decisions, in case you are medically incapacitated. Don't worry, you can grant as much authority as you wish.

    Your Final Arrangements
    Plan a funeral or other ceremony. Clarify whether you want a cremation or burial. Select someone to oversee your final arrangements -- and more!

    Documents for Your Executor
    Make sure your executor ("personal representative" in some states) has all the forms and instructions he or she needs to do the job: Checklists, letters, notices, claim forms -- and more.

    Personal Finance Documents
    Over a dozen forms that let you handle financial situations you might face on any given day, such as lending or borrowing money to friends or family, creating bills of sale, ending a credit card account -- and more!

    Home & Family Documents
    Whether you need to authorize someone to travel with your child to another country, want to lend your car to a friend, or create an agreement with a trusted person to take care of your elderly parent, Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials can handle all these family situations -- and many more!

    Estate planning documents not valid in Louisiana.

    List of Forms
    All forms are completed through a step-by-step interview, which customizes a document based on your answers. Completed documents can be printed directly, or exported to an RTF document, which can be opened in any word processor.

    Wills and Living Trusts
    Will
    Self-Proving Affidavit (for Will)
    Letter to Executor
    Individual Living Trust
    Shared Living Trust
    AB Trust (aka Bypass Trust)
    Certification of Trust
    Assignment of Property (to Trust)
    Reverse Assignment of Property (from Trust)
    Revocation of Living Trust
    Restatement and Amendment of Living Trust

    Leaving Others in Charge
    Health Care Directive (Living Will & Power of Attorney)
    Durable Power of Attorney for Finances
    Special (Limited) Power of Attorney for Finances
    Information for the Attorney-in-Fact
    Delegation Form for Attorney-in-Fact
    Resignation Form for Attorney-in-Fact
    Revocation Form for Recorded Durable Power of Attorney for Finances
    Revocation Form for Unrecorded Durable Power of Attorney for Finances
    Revocation of Health Care Directive
    Revocation of Power of Attorney
    Final Arrangements Letter

    Documents for Your Executor
    Affidavit of Domicile
    Employee Death Benefits Letter
    Executor's Checklist
    Executor's Letter to Financial Institution
    General Notice of Death
    Notice to Creditor of Death
    Notice to Homeowners Insurance Company of Death
    Notice to Vehicle Insurance Company of Death
    Request for Life Insurance Claim Form
    Request for Life Insurance Proceeds

    Personal Finance Documents
    General Bill of Sale
    Promissory Note (Amortized Monthly Payments)
    Promissory Note (Balloon Payment)
    Promissory Note (Payments of Interest Only)
    Promissory Note (One Lump Sum Payment)
    Security Agreement for Borrowing Money
    Notice to Terminate Joint Credit Card Account
    Notice to Put Name on Do Not Call List
    Cancel Membership or Subscription

    Documents for Home and Family
    Child Care Agreement
    Child Care Instructions
    Authorization for Minor's Medical Treatment
    Authorization for Foreign Travel With Minor
    Temporary Guardianship Authorization for Care of Minor
    Elder Care Agreement
    Pet Care Agreement
    Housekeeping Services Agreement
    Housesitting Instructions
    Authorization to Drive a Motor Vehicle
    Property Inventory Worksheet

    Personal Taxes Books

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