Portable Quicken WillMaker & Trust 2025 v25.1.3021
Quicken WillMaker & Trust Portable is the easiest way to create your estate plan, whether you’re just getting started or you want to update your previous arrangements. This powerful software guides you through the process from beginning to end, giving you practical and legal information to make the best decisions for you and your family. Quicken WillMaker & Living Trust is the original will-writing software, created and updated regularly by Nolo’s experts. Make living trusts to spare your family the hassle and expense of probate. WillMaker also includes health care directive, durable power of attorney, final arrangements, letters to survivors and much more.
America’s #1 Estate Planning Software. Complete estate planning software. Includes Wills, Living Trusts, Health Care Directive, Power of Attorney, and other essential documents. Quicken WillMaker & Trust Portable is the easiest way to create your estate plan, whether you are just getting started or want to update your previous arrangements.
– A customized Estate plan, including a will, revocable living trust (Individual and shared)
– Essential Documents including a health care directive and durable power of attorney for finances
– A document Quiz to help you decide which documents you may need
– An easy-to-use interview format that allows you to complete documents at your own pace
– User-friendly legal manual to answer common questions
– A team of lawyer-editors working to ensure each document reflects the laws of your state
A Complete Estate Plan for Your Family
Quicken WillMaker & Trust Portable is the easiest way to create your estate plan, whether you are just getting started or want to update your previous arrangements. This powerful software guides you through the process from beginning to end, giving you practical and legal information to make the best decisions for you and your family. Quicken WillMaker & Living Trust is the original will-writing software, created and updated regularly by Nolo’s experts. Make living trusts to spare your family the hassle and expense of probate. WillMaker also includes health care directive, durable power of attorney, final arrangements, letters to survivors and much more.
Will-Writing Software
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.* Making a will rarely involves complicated legal rules. If you’re like most people, you won’t need a lawyer. With good do-it-yourself materials, it’s not difficult to make a will that takes care of basic concerns, such as leaving a home, investments, a small business, and personal items to your loved ones.
Here’s a closer look at what you can do with Nolo’s Quicken WillMaker & Trust Portable
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 Nolo’s Quicken WillMaker & Trust, you can revise and update your will whenever you like.
Living Trust
Distribute your assets and provide property management while keeping your trust property out of lengthy and expensive probate proceedings after you die.
Health Care Directive
Spare your loved ones difficult decisions by laying out your wishes for medical care and naming someone to carry out your instructions. Includes a health care power of attorney and a living will.
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. You can also give your attorney-in-fact authority over your digital assets.
Documents for your Executor
Make sure your executor has all the forms and instructions necessary to do the job: checklists, letters, notices and claim forms.
Financial 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.
Information for Caregivers and Survivors
Organize your information so that your survivors don’t have to. Use these documents to give them details about everything from bank accounts, to passwords, to the names of people you’d like contacted in the event of your illness or death.
Letters to Survivors
Use the Letter to Survivors to leave your loved ones detailed explanations about your decisions. For example, you may want to let them know why you made certain gifts or named a particular person to be your executor. You can also use your letter to leave some general thoughts about your life.
Personal Finance Document
Over a dozen forms let you handle common financial situations, such as lending or borrowing money between friends or family, creating a bill of sale, and closing a credit card account.
Home and 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.
Pros of Quicken Willmaker Portable
- This software is examined by qualified lawyers.
- Covers a wide range of topics that includes Wills, trust, legal forms, books, and software.
- It has an easy-to-use interface
- Comes with great customer support.
- It has 50 years of legal authority.
- It is used by more than a million users.
What’s NEW:
Each year (and throughout the year), Nolo’s expert attorneys thoroughly review and update Quicken WillMaker & Trust, making legal updates and adding new features so that WillMaker stays current and gets better over time. Here are highlights of the changes made for the 2025 version.
New Forms
Adding to WillMaker’s long list of key estate planning documents (will, living trust, powers of attorney, transfer on death deed, etc.), the online and desktop versions of WillMaker now include:
- Quitclaim Deed (for use with a living trust; available for most states)
- Authorization to Drive a Motor Vehicle
- Authorization for International Travel With Minor
- General Bill of Sale
- Authorization for Minor’s Medical Treatment
- Elder Care Agreement
- Child Care Agreement
- Child Care Instructions
- Housekeeping Services Agreement
- Housesitting Instructions
- Pet Care Agreement
- Revocation of Healthcare Directive
- Revocation of Power of Attorney
Legal Updates
The 2025 version of WillMaker & Trusts includes important legal updates that affect:
- Transfer on Death Deeds
- Wills
- Durable Powers of Attorney
- Health Care Directives
- Limited Powers of Attorney
- Living Trust
- Final Arrangements
3 Free E-Books
When you purchase WillMaker & Trust 2025, you also get these three Nolo eBooks.
- Special Needs Trusts: Protect your child’s financial future by Kevin Urbatsch and Jessica Farinas Jones Attorney. Learn how to provide for a loved one with special needs without jeopardizing government benefits. Includes all the forms and information you need to make a third-party special needs trust.
- Long-Term Care: How to Plan & Pay for It by the Editors of Nolo. Finding the right long-term care often means making difficult decisions during difficult times. Long-Term Care helps you plan ahead and find the best care you can afford.
- Quicken WillMaker & Trust: The Legal Manual. Get detailed information about estate planning, designed to help you make documents with WillMaker.
