Average Ratings 5 Ratings

Total
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support

Average Ratings 0 Ratings

Total
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features
design
support

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Description

Streamline your financial management with Quicken and ensure that this tax season is as stress-free as possible. Gain a comprehensive view of your financial landscape effortlessly. With Quicken, you can consolidate all your banking, investment, retirement, and credit card accounts in one convenient location.* Keep track of your expenses by monitoring the funds available after settling your bills. Enhance your financial decision-making by setting up personalized budgets that you can adhere to. Easily evaluate your income versus your expenditures, check anticipated balances post-bill payments, and receive alerts to avoid missing any deadlines.* Analyze your investment portfolio, track its performance, and make market comparisons to boost your confidence in buying or selling assets.* Over the years, more than 17 million users have relied on Quicken to effectively manage and enhance their financial health. Join them to take control of your financial future today.

Description

Quicken WillMaker & Trust is a thorough do-it-yourself estate planning software that empowers both individuals and families to draft legally enforceable wills, living trusts (either individually or jointly), durable powers of attorney, health care directives, transfer-on-death deeds, letters for final arrangements, and guides for caregivers or survivors. The program employs an easy-to-follow interview format that integrates legal advice, ensuring that the generated documents comply with the laws applicable in your state. Users can opt for either a desktop application or an online platform, with the flexibility to modify their plans whenever necessary. Additionally, it includes a comprehensive legal manual along with documents that have been reviewed by attorneys specific to each state, providing users with both clarity and peace of mind. Covering over 35 critical estate planning forms, such as promissory notes, authority delegations, and personal finance documents, it also aids in avoiding the probate process, making estate administration simpler and more efficient. This software is designed to cater to a wide range of estate planning needs, ensuring that users feel supported in their decision-making throughout the process.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Acumen Yes 
BankTree Yes 
Bethpage Federal Credit Union Yes 
Checksoft Home & Business Yes 
Faithful Steward Yes 
GarageKeeper Yes 
Instant Check Yes 
Itemize Yes 
Lead Commerce Yes 
MuniBilling Yes 
Orange Bank Yes 
QuickBooks Enterprise Yes 
QuickBooks Online Advanced Yes 
Regions Business Banking Yes 
Sitehound Yes 
WebSelfStorage Yes 
ezCheckPrinting Yes 

Integrations

Acumen No 
BankTree No 
Bethpage Federal Credit Union No 
Checksoft Home & Business No 
Faithful Steward No 
GarageKeeper No 
Instant Check No 
Itemize No 
Lead Commerce No 
MuniBilling No 
Orange Bank No 
QuickBooks Enterprise No 
QuickBooks Online Advanced No 
Regions Business Banking No 
Sitehound No 
WebSelfStorage No 
ezCheckPrinting No 

Pricing Details

$29.99 per year
Different plans and versions available depending on what you need
Free Trial No 
Free Version No 

Pricing Details

$109
$109 for the starter plan, $149 for plus plan, $219 for all access plan
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Quicken

Country

United States

Website

www.quicken.com

Vendor Details

Company Name

Nolo

Country

United States

Website

www.willmaker.com

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet Yes 
Capital Asset Planning No 
Cash Management Yes 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger Yes 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

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