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What You Can Do With Quicken WillMaker Plus |
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Using Quicken WillMaker Plus to Plan Your Estate |
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3 | (5) |
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8 | (2) |
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Forms for Home and Family |
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10 | (2) |
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Personal Finance and Consumer Forms |
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12 | |
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2 | (1) |
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3 | (1) |
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Making Basic Decisions About Your Will |
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4 | (1) |
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Other Ways to Leave Property |
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4 | (1) |
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4 | |
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About Quicken WillMaker Plus Wills |
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What You Can Do With a Quicken WillMaker Plus Will |
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2 | (4) |
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What You Cannot Do With a Quicken WillMaker Plus Will |
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6 | (2) |
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A Look at a Quicken WillMaker Plus Will |
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8 | |
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2 | (1) |
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2 | (1) |
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Your Social Security Number |
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2 | (1) |
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2 | (1) |
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3 | (3) |
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6 | (2) |
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8 | (1) |
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Personal Guardians for Your Minor Children |
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8 | |
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Property You Should Not Include in Your Will |
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2 | (4) |
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Property You Own With Others |
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6 | (1) |
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Property on Which You Owe Money |
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7 | (1) |
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Property Ownership Rules for Married People |
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7 | (5) |
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Your Spouse's Right to Inherit From You |
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12 | |
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How to Leave Your Property |
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If You Are Married With Children |
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2 | (3) |
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If You Are Married With No Children |
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5 | (2) |
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If You Are Unmarried With Children |
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7 | (3) |
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If You Are Unmarried With No Children |
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10 | (1) |
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11 | (5) |
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Naming Residuary Beneficiaries |
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16 | |
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Providing Management for Children's Property |
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Property Management for Your Children |
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2 | (1) |
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Property Management for Other Children |
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3 | (1) |
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An Overview of Property Management |
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3 | (1) |
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Property Management Under Quicken WillMaker Plus |
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4 | (4) |
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8 | (1) |
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Naming a Custodian or Trustee |
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9 | (2) |
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Choosing an Age to End Management |
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11 | (1) |
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Examples of Property Management |
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11 | |
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2 | (1) |
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3 | (4) |
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7 | |
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Debts, Expenses and Taxes |
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Forgiving Debts Others Owe You |
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2 | (1) |
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Liabilities at Your Death |
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3 | (1) |
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3 | (2) |
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Paying Debts and Expenses |
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5 | (3) |
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Estate and Inheritance Taxes |
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8 | (1) |
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Choosing How to Pay Taxes |
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9 | |
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Make It Legal: Final Steps |
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2 | (1) |
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Signing and Witnessing Requirements |
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2 | (2) |
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Changing Your Quicken WillMaker Plus Will |
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4 | (1) |
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5 | (1) |
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Making Copies of Your Will |
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5 | |
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2 | (2) |
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4 | |
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An Introduction for Your Letter |
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2 | (1) |
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Expressing Sentiments and Explaining Choices |
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3 | (1) |
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The Probate-Avoidance Basic Living Trust |
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3 | (5) |
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8 | (4) |
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What Living Trusts Cannot Do |
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12 | (1) |
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12 | (2) |
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Drawbacks of a Living Trust |
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14 | (2) |
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When Living Trusts Can Fail |
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16 | |
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What Kind of Living Trust Do You Need? |
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When to Use a Basic Probate-Avoidance Trust |
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3 | (1) |
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When to Use a Regular Tax-Saving AB Trust |
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4 | (2) |
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When to Use a Disclaimer AB Trust |
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6 | (1) |
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If You're Married: One Trust or Two? |
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7 | |
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Creating an Individual Trust |
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How an Individual Trust Works: An Overview |
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3 | (1) |
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4 | (1) |
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4 | (5) |
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4 | (1) |
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5 | (4) |
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Part 3: Property to Be Put in Trust |
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9 | (8) |
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Inventory Your Valuable Property |
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9 | (1) |
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Decide What Property to Hold in Trust |
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10 | (5) |
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How to Describe Trust Property |
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15 | (2) |
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Part 4: Beneficiaries of Trust Property |
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17 | (2) |
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How Do You Want Your Property Distributed? |
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17 | (1) |
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Entering Beneficiaries' Names |
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18 | (1) |
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19 | (1) |
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Part 5: Residuary Beneficiaries |
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19 | (1) |
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Part 6: Property Management for Young Beneficiaries |
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20 | |
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Should You Arrange for Management? |
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20 | (1) |
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Which Is Best: Subtrust or Custodianship? |
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21 | (2) |
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23 | (1) |
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24 | |
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Creating a Shared Marital Trust |
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How a Shared Marital Trust Works: An Overview |
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3 | (1) |
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4 | (1) |
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5 | (5) |
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5 | (1) |
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The Trustee After One Spouse's Death or Incapacity |
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6 | (1) |
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6 | (4) |
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Part 3: Property to Be Put in Trust |
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10 | (11) |
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Inventory Your Valuable Property |
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10 | (3) |
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Decide What Property to Hold in Trust |
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13 | (6) |
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How to Describe Trust Property |
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19 | (2) |
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Part 4: Beneficiaries of Trust Property |
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21 | (3) |
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How Do You Want Your Property Distributed? |
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22 | (1) |
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Entering Beneficiaries' Names |
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23 | (1) |
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Beneficiaries for Co-Owned Trust Property |
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23 | (1) |
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24 | (1) |
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Part 5: Residuary Beneficiaries |
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24 | (1) |
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Part 6: Property Management for Young Beneficiaries |
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25 | |
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Should You Arrange for Management? |
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25 | (1) |
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Which Is Best: Subtrust or Custodianship? |
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26 | (1) |
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27 | (1) |
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28 | |
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How an AB Trust Works: An Overview |
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4 | (2) |
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6 | (1) |
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6 | (5) |
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6 | (2) |
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8 | (3) |
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Part 3: Property to Be Put in Trust |
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11 | (11) |
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Taking Inventory of Your Valuable Property |
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12 | (1) |
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13 | (1) |
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How Much Property to Put in Your AB Trust |
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14 | (3) |
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What Kinds of Property to Hold in Trust |
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17 | (3) |
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How to Describe Trust Property |
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20 | (2) |
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Part 4: Specific Beneficiaries |
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22 | (3) |
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Choosing Specific Beneficiaries |
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23 | (1) |
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23 | (1) |
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24 | (1) |
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Entering Beneficiaries' Names |
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24 | (1) |
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Part 5: Final Beneficiaries |
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25 | (2) |
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25 | (1) |
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Choosing Final Beneficiaries |
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26 | (1) |
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Final Beneficiaries' Rights |
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26 | (1) |
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27 | (1) |
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Part 6: Property Management for Young Beneficiaries |
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27 | |
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27 | (1) |
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Should You Arrange for Management? |
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27 | (1) |
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Which Is Best: Subtrust or Custodianship? |
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28 | (1) |
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29 | (1) |
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30 | |
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Signing, Storing and Registering Your Trust |
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2 | (1) |
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2 | (1) |
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Signing Your Trust Document in Front of a Notary |
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2 | (1) |
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3 | (1) |
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3 | (1) |
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Storing the Trust Document |
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4 | |
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Transferring Property to the Trust |
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Making a Certification or Abstract of Trust |
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2 | (5) |
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Property Without Title Documents |
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7 | (1) |
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7 | (2) |
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Bank Accounts and Safe Deposit Boxes |
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9 | (1) |
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9 | (1) |
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10 | (1) |
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11 | (1) |
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11 | (1) |
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12 | (1) |
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12 | (1) |
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12 | (1) |
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Property That Names the Trust as Beneficiary |
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12 | |
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Living With Your Living Trust |
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2 | (5) |
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Amending Your Living Trust Document |
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7 | (12) |
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Revoking Your Living Trust |
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19 | |
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What Happens When a Grantor Dies: An Overview |
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3 | (3) |
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6 | (1) |
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7 | (1) |
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Preparing an Affidavit of Assumption of Duties |
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8 | (1) |
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8 | (1) |
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Splitting the Trust Into Trusts A and B (AB Trust Only) |
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9 | (1) |
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The Surviving Spouse's Duties and Rights (AB Trust Only) |
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10 | (1) |
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Transferring Property to the Surviving Spouse (Basic Trust Only) |
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11 | (1) |
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Transferring Property to Beneficiaries |
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11 | (1) |
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Preparing and Filing Tax Returns |
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12 | (1) |
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Administering a Child's Subtrust |
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12 | (1) |
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Administering a Custodianship |
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13 | |
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Durable Powers of Attorney for Finances |
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What Quicken WillMaker Plus Can Do |
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5 | (1) |
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What This Document Can Do |
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5 | (3) |
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What This Document Cannot Do |
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8 | (1) |
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About Your Attorney-in-Fact |
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9 | (3) |
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The Basics of Your Durable Power of Attorney |
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12 | (1) |
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When Your Document Takes Effect |
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13 | (1) |
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Choosing Your Attorney-in-Fact |
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14 | (4) |
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Specific Financial Powers |
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18 | (1) |
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Additional Duties and Responsibilities |
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18 | (15) |
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Paying Your Attorney-in-Fact |
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33 | (1) |
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Nominating a Conservator or Guardian |
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34 | (1) |
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34 | (6) |
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What to Do With the Signed Document |
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40 | (2) |
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Making and Distributing Copies |
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42 | (1) |
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Keeping Your Document Up to Date |
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42 | (1) |
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Revoking Your Durable Power of Attorney |
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42 | (7) |
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When the Power of Attorney Ends |
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49 | (1) |
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Possible Challenges to Your Document |
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50 | |
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What Quicken WillMaker Plus Can Do |
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3 | (1) |
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3 | (2) |
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Putting Your Wishes in Writing |
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5 | (5) |
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Identifying Whom the Document Is For |
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10 | (2) |
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Life-Prolonging Medical Care |
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12 | (4) |
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Comfort Care (Palliative Care) |
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16 | (1) |
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Artificially Administered Food and Water |
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16 | (1) |
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Directing Health Care for Different Situations |
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17 | (3) |
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Choosing a Health Care Proxy |
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20 | (8) |
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Your Representative's Powers |
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28 | (1) |
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When Your Documents Take Effect |
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29 | (1) |
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How Pregnancy May Affect Your Directive |
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30 | (4) |
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Making It Legal: Final Steps |
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34 | (15) |
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Making and Distributing Copies |
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49 | (1) |
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Keeping Your Documents Up to Date |
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50 | (1) |
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50 | (1) |
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Expressing Additional Concerns |
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51 | |
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Making Final Arrangements in Advance |
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3 | (1) |
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The Basics of Your Final Arrangements |
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4 | (1) |
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Help With Your Final Arrangements |
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5 | (2) |
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7 | (3) |
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10 | (1) |
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11 | (1) |
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12 | (1) |
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13 | (2) |
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Final Disposition of Your Body |
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15 | (2) |
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17 | (1) |
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17 | (1) |
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Choosing Someone to Oversee Your Wishes |
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18 | |
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2 | (1) |
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What Kind of Expert Do You Need? |
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2 | (1) |
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Different Ways to Get Legal Advice From a Lawyer |
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2 | (1) |
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3 | (2) |
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5 | (1) |
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Doing Your Own Legal Research |
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6 | |
| Users' Manual |
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| Quicken WillMaker Plus Index |
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| Users' Manual Index |
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