Quicken Willmaker Plus 2009
Estate Planning Essentials
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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.
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
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