WillMaker Legal Manual

Getting Started with WillMaker & Trust

It's easy to start using Quicken WillMaker Plus. Typically, you'll need to:

Starting WillMaker Documents

Quicken WillMaker Plus has two screens where you'll find a list of documents: the My Documents screen and the All Documents screen.

Working on a Document Interview

Once you start the interview for the document you selected, all you have to do is click through the screens in the interview and supply the information needed.

Entering Names

A Quicken WillMaker Plus interview may ask you to supply information in any or all of the following ways:

Reviewing and Revising Your Document

After you've completed your document interview, Quicken WillMaker Plus uses your answers to create a finished document.

Printing and Exporting

After you have previewed and (if necessary) revised your WillMaker document, you may be ready to print it or export it to your comupter.

Selecting Documents to Display or Print

Several supporting documents print with your will, durable power of attorney, and health care directive.

Managing Your WillMaker File (.pfl)

In Quicken WillMaker Plus, a "WillMaker File" is the file where your documents and contacts are saved.

Managing Your Contacts

When you enter information about people and organizations in document interviews, Quicken WillMaker Plus adds it to My Contacts.

WillMaker Troubleshooting

Any time you have a question about Quicken WillMaker Plus, help is close at hand. The key to answering your question is knowing which help resource to consult.

WillMaker Error Messages

This page of the WillMaker Users' Manual describes what each error message means and what you should do if you encounter it.