Quicken WillMaker Plus 2004

You can do a great deal with this software--some of it obviously useful, some of it less so--and there are clear, succinct explanations of legal issues involved in the decisions you have to make. Moving in and out of your existing documents is tricky, though; there aren't automatic prompts to save, and it would be easy to accidentally save over an existing document. It can be hard to get back into saved documents from the document list, too.

Great program! Well worth the money. Compare the cost of the program to the cost of an attorney, and it's a no brainer. The program walks you, in an interview fashion, through the process by asking the necessary questions, and 15-20 minutes later you have your legal document. Satisfied Customer.

(...)

I use Quicken's Home & Business and it is pretty glitch-free. The reviews on Quicken's WillMaker Plus 2004 (which includes all the areas addressed in my old Living Trust, e.g., two types of Living Trusts, a new Will in concert with the Durable Power of Attorney documents) were impressive, so I bounced for the software. (...). I am NOT familiar with doing this sort of thing and legalese can be VERY intimidating but WillMaker Plus 2004 makes it so EASY, and until you indicate that you have printed and signed a document created in this program, you can return and change anything over and over again. If you need to amend any information in the future, the program will set you up to do this. Yeah, you still need forms to transfer you home, for example, from your name to your Living Trust name, to change your financial institution's beneficiaries to either the Trust name or "Pay on Death" recipients, but I found I could order these forms on the telephone and they were mailed to me. I actually did it myself in 3 days. What a feeling of accomplishment!

Lastly, if you doubt your ability to create a binding Living Trust with it's requisite components, you can run it by an attorney (1 hour's charge applies) just to make you feel better. You're still financially ahead by a country mile. The least expensive fee for drawing a living trust here in Portland was $1150.00

Beware the company managing the rebate offer, ExpressGroup. I sent all of the information in, they somehow were able to log my information into the computer, but still note it as insufficient - and then never notified me of any issues. After faxing a copy of the documents, and a follow up call, they will be sending the rebate in 8 - 10 weeks. One would expect that a company whose sole job is to handle rebates would do this correctly. My experience is consistent with stories I have heard of companies like this that will conveniently lose information knowing the buying public will not follow up.
Beware of ExpressGroup

This software is good software. But please remember that a computer program is no substitute for a good lawyer. At the very least get one to look over your completed document for you. You wouldn't want a computer error to end up costing your loved ones more time, money and hassle in the courts.