Review by ScOObydoo

The earlier reviews here made is obvious that there were some major issues with this program - as of today (Feb 22), these issues appear to be fixed in the downloadable version from nolo.com. The old dates for updates and failed update file were not present in the version I downloaded.

All in all, this package is the gold standard for computer based will creation. It walks you through all the steps required to create a will, as well as document for health care directives, final arrangements and a basic letter to survivors. Of course, the documents are not of much use without getting notarized. Thankfully this is usually pretty simple (and cheap), and only involves going to a notary public with the documents, ID and 2 witnesses. You then all sign in front of the notary, then you can pick where to store it.

Storing the will you created is important - do not store it in a safe deposit box as it may be impossible to access after death. If you have an attorney, some may store it for you for a reasonable fee. There are also online services that do this. This package does come with a one year living trust, but only with one year of access to it. If all else fails, purchase a water and fire proof safe, and store it there. Make sure the important people noted in your will know where to find it in case of your death.

All in all, this package is well worth the money (now it works well) - it includes the online living trust (for 1 year), an online downloadable version of the Nolo basic law guide, the legal answers book for families (in the box, 222 pages) and updates to the software for one year. Like most Quicken products, this product will become obsolete on ¹²⁄₃₁, which means you may need to buy a new version next year if you didn’t finish this one on time.

Bottom line - if you don’t have the money to get an attorney to make your will, and you don’t have any overly complex situations (like major investments, multiple properties or complex distributions of your wealth), this package will suit all your needs - as long as you put a bit of effort into it as well.