WillMaker Users' Manual: Introduction

Welcome to the Users' Manual for Quicken WillMaker Plus.

Quicken WillMaker Plus makes it easy for you and your immediate family to create wills, health care directives, powers of attorney and other legal documents for planning your estate and handling personal and financial matters.

You don't need legal training or estate planning experience to create documents with Quicken WillMaker Plus. The onscreen interviews provide easy-to-understand guidance every step of the way. And if you need more help than you see on screen, the two product manuals are just a click away:

  • This online Users' Manual explains how to use the program.
  • The Legal Manual provides legal and practical answers to help you create specific documents.

You can get to either manual at anytime through the program's Help menu.

How Quicken WillMaker Plus Works

Two points are key to understanding Quicken WillMaker Plus:

  • The program interviews you and uses your answers to create documents.
  • Much of the document-creation work happens invisibly, behind the scenes.

Interviews at Your Own Pace

Each document you can create with Quicken WillMaker Plus has its own interview. You click through the questions and answer them at your own pace.

When you finish an interview, the program combines your answers with the appropriate legal language and displays the completed document for you to review.

Unlike some other programs, you don't type directly into Quicken WillMaker Plus documents or edit their language. This safeguard ensures that the documents use the exact language needed to make them legally valid. When you need to make changes to a document, you go back to the appropriate sections of the document interview and change your answers there.

Because Quicken WillMaker Plus customizes later interview questions based on the answers you give to earlier ones, a changed answer may affect the rest of your interview -- so after you make a change to a document you may be asked to go back and review some (or all) of the interview questions you've already answered.

You can produce any document in Quicken WillMaker Plus in one sitting, but there's no point in rushing. Relax and take your time -- after all, Quicken WillMaker Plus doesn't charge by the hour. Read the "Helpful Information" section of the screen and consider it thoughtfully. You can always stop a document interview and come back later; it's easy to pick up exactly where you left off.

When you're satisfied with your document, print and sign it, following the signing instructions that we provide for every document. These instructions tell you how to finalize your document and make it legal; for instance, signing your will in front of two witnesses or having a power of attorney notarized.

Looking Behind the Scenes

Part of what makes Quicken WillMaker Plus easy to use is the work the program does behind the scenes. For example, when you type in a person's name, the program automatically creates an entry for that person in My Contacts, where contact information is stored for reuse. While you can get along fine without knowing most of what Quicken WillMaker Plus is doing behind the scenes, learning a little about what's happening in the background can help you use the program more efficiently and effectively. This manual gives a peak you behind the scenes, and reading it make help you become a power user of Quicken WillMaker Plus.

Not Just Wills: Create Health Care Directives, Powers of Attorney and More

You can create many types of legal documents with Quicken WillMaker Plus:

  • estate planning documents (such as wills, health care directives and a durable powers of attorney for finances)
  • executor documents (such as letters to creditors,financial institutions and others)
  • home and family documents (such as house-sitting instructions and agreements for taking care of children, pets or elders), and
  • personal finance documents (such as bills of sale and promissory notes).

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