Review by terpfan1980

I think my biggest issue with this product (ignoring the lack of a Mac version, or versions for Linux users, etc.) is that it, like the tax software that gets used each year, seemingly needs to be replaced yearly. Realistically though, the tax laws (in the case of the income tax processing software) change yearly and most lawyers would also advise that the laws surrounding and involving wills, estates, and trusts, also change on a regular basis. In the end, spending the small amount of money that this useful software costs is a wise investment each year, or every other year if you really want to stretch out the use period for this software.

Besides needing to keep up with changing laws, there’s also the idea that spending some time planning out your estate on a more regular basis would be highly advisable. Ignoring this process could mean you put together a set of instructions that don’t get updated and wind up leaving behind an even bigger mess than if you hadn’t even bothered to put together a will. (Do you really want to forget to go back and change your directions if you originally left all of your assets to a wife who long ago divorced you? Or to kids that haven’t called you in years?)nnOnce installed, the software is easy enough to use. Installation should be a breeze, though it doesn’t always proceed as easily as that. Just be patient, read the screens carefully, and follow the instructions or use the tips and instructions found online to complete the process. Once installed, update the software with whatever updates are available and from there you are on your way.

Note that if you are intending to work with an attorney than ignore this product. Most attorneys would advise that even if you had the best of intentions in sitting down with this product, that you’d be duplicating effort if you took them printouts from this product and expected them to use those printouts rather than their own documents. That doesn’t mean you can’t use the reports you get from this product if you are completely doing it yourself, it simply means that most lawyers will use their own reports and won’t accept a file from this product, or a report from this product to use to get started with.