Quicken WillMaker® & Trust – Overview & Review
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Quicken WillMaker® & Trust Review — Worth it? Best for DIY Estate Planning
Sorting out wills, trusts, powers of attorney, and medical directives can feel overwhelming — and expensive if you hire an attorney for every document. Quicken WillMaker® & Trust promises a guided, state-specific way to create a full estate plan from your home. In this review I’ll walk through what it does well, where it falls short, and whether it’s worth the $149.99 price for most people.
Why consider Quicken WillMaker & Trust?
- Helps you avoid probate and reduce legal hassles by creating a revocable living trust and related documents.
- Uses an interview-style workflow to produce legally tailored documents for your state (except Louisiana, U.S. Territories, and Canada).
- Targets people who need practical, straightforward estate planning without a full attorney engagement.
Material & Quality (Features, Specs, System Requirements)
- Included documents: Last will & testament, revocable living trust (individual & shared), health care directive, durable power of attorney for finances, final arrangements, letters to survivors, and more.
- Guidance: Step-by-step interview, user-friendly legal manual, and lawyer-editors who keep documents state-aware.
- State coverage & limits: Documents reflect the laws of your state. Not valid in Louisiana, U.S. Territories, or Canada.
- Format & delivery: Desktop software (PC download, Mac download, or box/disc option). Create, print, save, and update documents at any time.
- Price: $149.99 (one-time purchase for the software version described).
- PC Requirements: 1 GHz processor, 1 GB RAM, 54 MB disk, 1024×768 display. Windows 7 through Windows 10 supported. Broadband Internet required for updates.
- Mac Requirements: 1 GHz processor, 2 GB RAM, 54 MB disk, 1024×768 display. macOS Sierra (10.12) through Big Sur (11.2) supported. Broadband Internet required for updates.
Real-world Experience — Pros & Cons
Pros (what stands out)
- Comprehensive package — You get a full estate planning toolkit, not just a will: living trust, POAs, health directives, and letters to survivors.
- Interview flow makes it approachable — The guided questions walk you through typical scenarios and flag issues you may overlook.
- State-specific language — Documents are tailored to state rules, which reduces the risk of technical defects that DIY forms sometimes have.
- Easy updates — Re-run the interview and revise documents as life changes (marriage, children, property changes).
- Cost-effective compared to attorneys — For straightforward estates, this can save hundreds to thousands in legal fees.
Cons (practical limitations)
- Not a replacement for complex legal advice — If you have an unusual asset structure, high net worth, significant tax issues, or family disputes, an estate attorney is still recommended.
- Desktop-only workflow — No dedicated mobile app; you’ll need a PC or Mac to complete documents comfortably.
- Jurisdiction exclusions — Documents aren’t valid in Louisiana, U.S. Territories, or Canada.
- Price feels high for single-use buyers — $149.99 is reasonable for a full toolkit, but some casual users prefer lower-cost subscription services or free templates (with trade-offs).
- Occasional UI rough edges — The interview is effective but not as slick as some modern web-first competitors; expect a functional, straightforward interface rather than a trendy app experience.
Quick Comparison — How It Stacks Up
| Feature | Quicken WillMaker & Trust | Rocket Lawyer | Trust & Will |
|---|---|---|---|
| Primary model | One-time software purchase | Subscription + attorney access options | Web-based, trust-focused packages |
| Best for | DIYers who want a full estate kit | Ongoing legal help and document library | Modern, trust-first customers with simpler needs |
| Living trust support | Yes (built in) | Yes | Yes (core product) |
| State-specific legal language | Yes | Yes | Varies; mostly state-aware |
Who Should Buy Quicken WillMaker & Trust?
- Adults who want a complete DIY estate plan without paying attorney rates.
- Parents who need to name guardians and set up trusts for young beneficiaries.
- Homeowners and small-business owners with straightforward estates who want to avoid probate.
- People who prefer having printable, state-specific legal documents they can update themselves.
Final Verdict
Quicken WillMaker® & Trust is a robust, practical solution for most people who want to create a complete, legally aware estate plan without immediately hiring an attorney. It’s especially valuable if you appreciate a guided interview and want the ability to update documents over time. If your estate is complex, you should still consult a lawyer. For straightforward to moderately complex needs, this software is worth considering at its current price point.
Bottom line: A strong pick for DIY estate planning — comprehensive and state-aware — but not a substitute for personalized legal counsel in complex cases.
Special Offer (CTA)
Ready to get your estate plan started? Purchase Quicken WillMaker® & Trust through our store and enjoy an exclusive discount. Use promo code INDIV10 at checkout for 10% off the listed price. This is a limited-time offer for readers interested in a fast, affordable route to a complete estate plan.
If you decide to move forward, print, sign, and store your documents securely — and consider a legal review if your situation involves trusts, businesses, or significant tax concerns.