Quicken WillMaker & Trust Reviews & Buyer Experiences

Quicken WillMaker & Trust is a brand focused on providing DIY estate planning software designed for individuals with straightforward estate planning needs. The software is available for download on PC and Mac and allows users to create and edit important legal documents offline. It aims to make estate planning accessible and affordable without relying on professional legal services.

The brand offers a wide range of legal documents, including wills, living trusts, powers of attorney, and healthcare directives, all tailored to comply with state-specific laws across most U.S. states. Quicken WillMaker & Trust positions itself as a practical tool for individuals seeking comprehensive estate planning resources in a downloadable software format with offline functionality.

• Broad variety of estate planning documents
• State-specific legal compliance
• Downloadable software for PC and Mac
• Offline access after installation
• Legal updates included with license

The Quicken WillMaker & Trust Starter Plan is designed for individuals beginning their estate planning with essential documents such as wills, healthcare directives, and final arrangements. It serves basic estate planning needs for straightforward situations. The plan is part of the broader category of estate planning software developed by Quicken WillMaker & Trust.

This plan offers downloadable software compatible with both PC and Mac. It includes a one-year license that provides legal code updates during the subscription period, allowing users to keep documents current with state laws. The software functions offline after download, offering flexibility in use.

Priced at $109, the Starter Plan is an affordable entry-level option available through digital download on the official website and authorized retailers. It provides accessible estate planning tools for U.S. residents excluding certain jurisdictions. The plan is positioned as a practical choice for those seeking fundamental document preparation without ongoing subscription fees.

Quicken WillMaker & Trust Starter Plan

Price $109 • willmaker.com

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The Quicken WillMaker & Trust Plus Plan provides a more comprehensive estate planning solution, including documents such as living trusts and transfer on death deeds. It is designed for users who require trust and property planning beyond basic wills. This plan falls within the estate planning software category, offering expanded document coverage.

The software is downloadable for PC and Mac and supports offline use after installation. It includes legal code updates throughout the one-year license period, ensuring documents remain compliant with state-specific laws. Key features include the ability to create living trusts and additional forms for property transfer.

Priced at $149, the Plus Plan offers extended functionality at a mid-tier cost and is available for purchase online and through retail outlets. This plan maintains the value of a one-time license fee with access to legal updates during the subscription year. It suits users looking for a balance of document variety and offline software convenience.

Quicken WillMaker & Trust Plus Plan

Price $149 • willmaker.com

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The Quicken WillMaker & Trust All Access Plan offers comprehensive estate planning capabilities, including all available legal documents and additional services for thorough estate management. It is designed for users seeking extensive coverage within straightforward estate planning needs.

This plan features downloadable software compatible with PC and Mac, providing a one-year license with included updates and access to a broad range of legal forms. The software supports offline use following download, enabling flexibility in document preparation.

Priced at $219 USD, the All Access Plan is available for purchase both online and through physical retailers. It provides an accessible option for individuals requiring extensive estate planning solutions without ongoing subscription fees.

Quicken WillMaker & Trust All Access Plan

Price $219 • willmaker.com

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Quicken WillMaker & Trust offers a comprehensive range of state-tailored estate planning documents available through a one-time purchase. The software supports offline use after download and includes legal code updates during the license period, making it practical for users with straightforward estate planning needs who want to avoid ongoing subscription fees.

However, the software does not support complex estates, such as those involving digital assets or charitable donations, and lacks access to professional attorney review or consultation. Additionally, its user interface is dated compared to more modern competitors and it is unavailable for use in Louisiana, U.S. territories, and outside the United States.

Quicken WillMaker & Trust is downloadable software compatible with PC and Mac that allows users to create essential estate planning documents offline after installation, requiring internet only for updates. The software guides users through an interview-style process that customizes documents based on state-specific laws to ensure legal compliance, excluding certain areas such as Louisiana. This approach enables straightforward estate planning without ongoing internet dependency.

The software features support for wills, living trusts, healthcare directives, and powers of attorney, along with final arrangements and transfer on death deeds. Document updates are provided for one year within the license term, and customizable living trust tools are available. This structure is suited for individuals with uncomplicated estate needs seeking cost-effective planning solutions.

The return policy details for Quicken WillMaker & Trust are not documented in the available sources. There is no specified information regarding return periods or associated fees. Customers should be aware that detailed terms regarding returns or refunds are not provided by the company. Information on exclusions related to returns, refunds, or exchanges is also not accessible from the sources reviewed. 

Due to the lack of explicit policy details, consumers may need to refer to the official support channels for any queries about returns or refunds. Without documented conditions or timelines, it is unclear what procedures or limitations might apply to product returns or exchanges.

The software is available exclusively to U.S. residents, excluding Louisiana and U.S. territories. Delivery is digital through the official website and authorized retailers such as Best Buy and Staples. There is no physical product shipment associated with the software purchase.

Access to the software is immediate upon purchase via digital download. There are no shipping costs or tracking since the delivery is electronic. The software is designed for direct download and offline use after installation within the designated regions.

Users can contact Quicken WillMaker & Trust primarily through email and access support materials online. There are limited direct contact options publicly available, with no phone or live chat support documented.

• Email: [email protected]
• Support Center: https://www.willmaker.com/support

For assistance, users are encouraged to utilize the email support and official support page. No other direct contact methods or social media handles are provided.