Quicken WillMaker & Trust
willmaker.com
What it is
Quicken WillMaker & Trust guides users through creating estate-planning documents, including wills, living trusts, health care directives, powers of attorney, final arrangements, letters to survivors, and transfer-on-death deeds. Its interview adapts to a user’s answers, and attorneys review and update documents for current state-specific laws. The Starter Plan is $109 as a one-time purchase; Plus is $149, paid once, and All Access is $219 a year. All Access includes a one-year Everplans subscription for organizing and sharing important documents. Plus and All Access customers can choose the online app or downloadable software, but data cannot be transferred between the versions. Online access lasts one year, with annual extensions listed at $39.99; desktop access is unlimited, with updates for one year. The desktop version supports Windows 10/11 or macOS 10.14 or higher. Documents are not valid in Louisiana, U.S. territories, or Canada, and the product is intended for personal rather than professional or commercial use.
Spec sheet
- Purpose
- WillMaker guides users through creating estate planning documents, including wills, living trusts, powers of attorney, and living wills.Read 30 Sep 2026 · willmaker.com
- Privacy
- WillMaker says it does not sell, share, or rent personal information to third parties.Read 30 Sep 2026 · willmaker.com
- Support
- The product provides on-screen help, a legal manual, support answers, and contact information for Nolo Technical Support.Read 30 Sep 2026 · willmaker.com
- Founded
- 1985Read 28 Sep 2026 · willmaker.com
- Data storage
- The online version stores data on WillMaker’s secure servers, while desktop data is stored on the user’s computer.Read 30 Sep 2026 · willmaker.com
- Desktop requirements
- The downloadable software supports Windows 10/11 or macOS 10.14 or higher.Read 30 Sep 2026 · willmaker.com
- Document range
- Documents include wills, health care directives, final arrangements, durable powers of attorney, letters to survivors, living trusts, and transfer on death deeds.Read 30 Sep 2026 · willmaker.com
- Eligibility limits
- WillMaker documents are not valid in Louisiana, U.S. territories, or Canada, and the product is intended for personal use rather than professional or commercial use.Read 30 Sep 2026 · willmaker.com
- Encryption
- WillMaker says online documents are encrypted and stored in the cloud, accessible only to the user.Read 30 Sep 2026 · willmaker.com
- Everplans
- The All Access plan includes a one-year subscription to Everplans for organizing, storing, and sharing important documents with trusted people.Read 30 Sep 2026 · willmaker.com
- Guided interview
- Its interview adapts to users’ answers to create customized documents.Read 30 Sep 2026 · willmaker.com
- Intended audience
- WillMaker presents its tools as a way for families to prepare estate plans when they cannot hire a lawyer or need documents quickly.Read 30 Sep 2026 · willmaker.com
- Legal review
- Attorneys continuously review and update WillMaker documents to reflect current state-specific laws.Read 30 Sep 2026 · willmaker.com
- Online and desktop
- Plus and All Access customers can use the online app or downloadable software, but documents and data cannot be transferred between them.Read 30 Sep 2026 · willmaker.com
- Revisions and access
- Online access lasts one year from purchase, and the pricing page says users may extend it annually for $39.99; desktop access is unlimited with updates for one year.Read 30 Sep 2026 · willmaker.com
Plans and prices
Strong points and limits
Strong points
- Guided interview adapts to user answers.
- Covers wills, trusts, directives, and powers of attorney.
- Attorneys review and update documents.
- All Access includes one year of Everplans.
- Online or desktop access with Plus and All Access.
Limits
- Starter Plan costs $109 as a one-time purchase.
- Online access lasts one year.
- Data cannot transfer between online and desktop versions.
- Documents are not valid in Louisiana, U.S. territories, or Canada.
Who it suits
It suits individuals and families preparing estate documents for personal use, especially when they need guided document creation. It is not intended for professional or commercial use, and its documents are not valid in Louisiana, U.S. territories, or Canada.
Verdict
WillMaker offers guided preparation for a broad set of estate-planning documents, with attorney review and online or desktop options on Plus and All Access. Check the jurisdiction and version-transfer limits before choosing a plan.
Where Specifiction places it
- Estate Planning Software#14 of 247.6
- Legal Forms Software#18 of 297.5