Quicken WillMaker & Trust has two screens where you'll find a list of documents: the Your Documents screen and the All Documents screen.
The first time you use the program, the Your Documents screen lists six Essential Documents, which are the core of estate planning. They are:
On the All Documents screen, you'll find all of the documents included in WillMaker & Trust, listed by category. Once you've started a document other than the Essential Documents, it will also appear on the Your Documents screen.
To start any document, click the Start button.
For the Essential Documents on the Your Documents screen, a button is always present. It'll be labeled Start, Resume, or Open, depending on what stage you are at with it.
To start a second Essential Document, click the New button, which is found to the right of "Your Documents" at the top left of the screen.
To start a document from the All Documents screen:
After you've started a document, when you hover over its document title on the Your Documents screen, an X will appear to the right of the Resume/Open button. Clicking the X will delete the document you created (a pop-up will ask you to confirm that you want to). The document template will remain. If it's one of your Additional Documents listed on the Your Documents screen, you'll still be able to create a new version from the All Documents screen. The six titles listed under Essential Documents cannot be deleted.
Skip Ahead: If you haven't created a will and aren't married or partnered. You can skip this section if you haven't yet created a will and aren't married or in a domestic partnership.
Some couples may want to create identical wills, where all the provisions in the will -- such as beneficiaries, alternate beneficiaries and children's guardians -- are the same, except that the spouses' or partners' names are reversed. For example, if you make a will and name your spouse or partner as your executor, the identical will for your spouse or partner will name you as your spouse's or partner's executor.
Couples are not required to create identical wills. But for those who want to do so, WillMaker & Trust offers a feature specifically for this purpose.
Tip: Work on the will interview together. Because the first spouse or partner to write a will is in effect creating the will for both of you, we suggest that the two of you complete the will interview together, discussing and agreeing to all decisions and choices.
When you have completed a will for one spouse or partner, here's how to duplicate it for the other:
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.
This section of the manual shows you how to navigate through an interview using the various data entry formats you may encounter along the way. Each document in WillMaker has its own set of interview screens, but they all use the same basic process and formats.
Read each interview question carefully and consult the program's help resources (Helpful Information onscreen, the Legal Manual, and this Users' Manual) to help you decide how to answer.
To move to the next screen in an interview, use any of the following methods:
If the information requested on the current screen is optional, you can go on to the next screen without supplying the information. However, if the information is required, the program won't let you move to the next screen without answering.
If you're not sure how to answer, we suggest you quit the interview and return to it later; when you return, the interview will pick up where you left off. Or you can give a placeholder answer and move on -- but, if you do so, you may need to come back and change several answers later, because later parts of the interview may be determined by your answer.
To go back to the previous screen in an interview, use any of the following methods:
Caution: Don't lose data when you backtrack. WillMaker may not record what you've entered on the current screen until you move to the next screen. If you enter or change an answer and then try to go back to the previous screen, the program will warn you if your answer or change won't be saved. To save your answer before backtracking, first click Next to move one screen forward; then back up to previous screens.
If you are working on a document that has a checklist, you have an additional method for going backward: Use the checklist to reopen sections of the interview you've already completed. To find out more about checklists, see Using Checklists for Interview Management, below.
Because WillMaker & Trust sometimes chooses interview questions based on your answers to earlier questions, revising one answer may affect everything that comes after it. So, after you go back to revise a recent answer (using any of the methods described in Moving Backward, above), you'll need to continue going forward, one screen at a time, making any necessary corrections. If the document has a checklist, use the checklist to reopen the section of the interview that contains the answer you want to change, then click forward through that entire section, making changes as needed. (See Using Checklists for Interview Management, below.)
Skip Ahead: Not all documents use checklists. You can skip this section unless you are creating one of the following estate planning documents:
- Living Trust
- Final Arrangements
- Health Care Directive
- Durable Power of Attorney for Finances, or
- Information for Caregivers and Survivors
Only these documents use checklists in their interviews; all others have shorter interviews, so the checklist format isn't necessary.
When you start each of these documents in WillMaker , the first screen is the checklist. This checklist provides an overview of the parts of the interview.
The checklist helps to keep track of which parts of an interview you've completed and simplifies the process of going back to change an answer. Rather than stepping through the whole interview, you can go directly to the part you want to change.
The checkmarks on a checklist show which parts of the interview you have completed. Dots show items in progress. Dimmed items are unavailable for you to work on.
List items are dimmed:
WillMaker determines which parts of the interview don't apply to you based on the answers you've given to previous questions. For example, in the will interview, if you say in "2. Your Family -- Children and Grandchildren" that you don't have kids, then "4. Property Management" is dimmed because it's not relevant to your situation.
In most documents that have checklists, you must go through the interview parts in order. However, you can return to previously completed parts (parts with checkmarks) in any order.
The one exception to the above rule is the Information for Caregivers and Survivors form. After completing the introductory part of this document, you can work on the remaining parts in any order you wish.
To work on a document part listed in the checklist:
Click Next to go to the current part, or
The first screen in the selected part of the interview appears. If you select Preview and Print, you may go through a dialog. Then, you will go to a screen where you can preview and print or export your document.
You can stop an interview in progress at any time, either by quitting the program or by navigating to another part of the program.