Our reviewers evaluate products and services based on unbiased research. Top Consumer Reviews may earn money when you click on a link. Learn more about our process.

Quicken WillMaker Review

Wednesday, May 29th

2024 Living Trust Service Reviews

Quicken WillMaker Review 2.5 Star Rating

Quicken WillMaker

2.5 Star Rating
  • Prices range from $99 to $209 yearly
  • Save 10% with email signup
  • Online access or software download
  • No-hassle refund policy
  • Positive customer reviews
  • "A+" Better Business Bureau rating

Quicken WillMaker is an estate planning software tool that allows you to create living trusts as well as wills and other legal documents like health care directives, letters to survivors, transfers on death deeds, and more. You can either download their software to your computer or create documents online. The company is owned by Nolo, another option we've reviewed that offers living trusts. WillMaker has been featured by USA Today, The Washington Post, Newsweek, Kiplinger, The New York Times, and Business Insider.

3 bundle options

There are three estate planning bundle options for customers using WillMaker that renew yearly if you want to be able to revise your documents. The starter package for $99 only includes wills, health care directives, and final arrangements, so you will have to upgrade to the "plus" bundle for what you need. The cost of this is $139 and also includes a living trust, durable power of attorney, letter to survivors, transfer on death deed, and downloadable versions for PC and Mac. If you want to go all out, you'll pay $209 for the "all access" bundle that comes with extra documents including limited power of attorney, promissory note, and temporary guardianship authorization.

Vault storage

Something that WillMaker offers with their all access package is vault storage through Everplans so that you can easily share your plans with family, advisors, and close friends. You can create a digital archive where you save passwords, store documents, create funeral wishes, and more. This is something that could be extremely useful, but the downside is that it's only a one-year subscription, so it's likely you'll have to keep paying beyond that.

No customer service info

If you want to save at least a little bit on your purchase from WillMaker, they offer 10% off if you sign up for their emails. Every bit helps, so it might be worth doing it. They also boast that they offer a no-hassle refund policy, but there are no details on this so we can't be sure how it works. From their website, there is no way to contact WillMaker directly, so we are worried that dealing with customer service might be quite a hassle.

Best Living Trust Services

Works with 49 states

As with Nolo, you can't use WillMaker's product if you're a resident of Louisiana. Their estate planning laws are quite different from the rest of the country and WillMaker doesn't address the detailed requirements for their state.

Happy users

One of WillMaker's greatest strengths is their customer reviews. There are over 200 reviews, which isn't a ton, but still enough to get a good gauge of how well this company performs. Some people have used WillMaker for years and are pleased with the ease of use, thorough details included in their documents, and more. They don't have their own Better Business Bureau rating, but Nolo does, and it's a solid "A+" .

Not our favorite

WillMaker is definitely an expensive choice when it comes to making a living trust. It comes with more documents than just the living trust, but this may not be necessary for everyone. However, as long as you renew your account each year, WillMaker offers lifetime access to the documents you've created. We aren't a fan of the lack of direct access to customer support for questions or potential software issues without signing up first. Overall, this option may be above and beyond most people's needs for creating a living trust, so they haven't earned one of our best ratings.

Where is the Best Place to Create a Living Trust Online?

While making a living trust may not be on the top of your to-do list, it should be. Not to be confused with a living will, a living trust allows you to manage and distribute your assets both during your lifetime and after you pass away. It goes into effect as soon as it is signed and can give you and your loved ones peace of mind knowing that no one will have to worry about going through a probate process.

Creating a living trust online has seen a significant surge in popularity over the last few years due to several reasons. In addition to being both convenient and inexpensive, online living trusts are easily accessible when needed. In fact, this method of estate planning has revolutionized the way individuals protect their assets and plan for the distribution of their wealth after their passing.

The Best Living Trust Services Compare Living Trust Services Compare Living Trust Service Reviews What are the best Living Trust Services Best Living Trust Service Reviews

Living Trust Service FAQ

A living trust is a legal document created in one's lifetime where a designated person (trustee) is given the responsibility for managing a person's assets for a beneficiary. A living trust is used in the event that the trust creator passes away and needs their assets transferred to someone else. This helps bypass the complex and expensive processes of probate. An irrevocable living trust can also be used to protect one's assets by creating a separate entity to "own" them: if an individual is sued, their property can't be taken if it's held by the trust.
A living trust is ideal for anyone who is single and has assets tied up in their sole name. This will allow beneficiaries to avoid the costs and hassles of probate. Since a living trust does nothing for someone during their lifetime, they are typically drafted by people who are 60 years and older who start to become concerned about their health as they age and want to avoid issues for their loved ones if they pass away unexpectedly.
Drafting up a living trust can cost anywhere from $30 to $100 if you choose to do it yourself. This is a much more cost-effective option when compared to hiring a lawyer and paying upwards of $1,000 or more. When creating a living trust, you'll be paying for the online platform you use or the software you purchase and download.
A living trust usually expires up to 21 years after the creator of the trust passes away. However, it's unlikely that assets won't be settled by then, so most expire when the trustor dies and the assets are immediately distributed. A person who makes a living trust during their lifetime will not have to worry about it expiring before they die.
A living trust becomes effective as soon as it is created. The final act of making a living trust valid is when the trustor "funds" the trust by transferring assets into it. People who create a living trust can immediately have peace of mind knowing that their assets are going to be taken care of as soon as they pass away.
No! With simple online tools, you can follow a fill-in-the-blank process to create your living trust. You'll walk step-by-step through the process and be able to provide all the necessary information at your own pace. This is a lot easier than meeting in-person with a lawyer and going back and forth on the requirements for the living trust. It is also a lot less expensive!
A revocable living trust can be altered whenever the trustor wants. It is flexible in that you can change the terms whenever you choose with or without an attorney. If you have a living trust in both you and your spouse's names, your spouse can also make changes at any time. On the other hand, an irrevocable living trust is fixed and can't be altered once established.
No. The terms of a living trust never need to be made public. Unlike a will that becomes a matter of public record when it is submitted to probate court, a living trust can remain private. The only people who need ever review the terms of the trust is the trustor(s), trustee, beneficiaries, and an attorney if necessary.
Compare the Best Reviews

Continued from above...

Online living trusts let you create these legal documents from the comfort of your own home, eliminating the need for multiple visits to attorneys' offices and streamlining the entire process.

Another reason people are drawn to online living trust services is the cost factor. Traditional estate planning services can be prohibitively expensive, often with high attorney fees and administrative costs. By contrast, online living trusts provide an affordable alternative, letting you create a legally binding document at a fraction of the cost.

Regardless of your income status, it's important to save your family both time and money by getting things in order with a living trust. Not only will you be able to choose who distributes your property in the event that you become disabled or die, but you'll remain in complete control of all your assets in the meantime.

Another reason to take this legal step is to avoid bank issues, not have to wait on a judge, and protect your own privacy while ensuring that your assets are legally accounted for.

We'll be the first to acknowledge that end-of-life affairs are not fun to think about, let alone spend time taking care of. However, getting it over with will provide immeasurable relief for you and your loved ones and it's much easier than you'd think. There are fantastic online platforms that will walk you through all the steps to creating a living trust without spending hundreds of dollars. Real lawyers will verify the validity of your documents and ensure they meet all necessary legal requirements for a fraction of the cost you might find elsewhere.

Many online legal services have round-the-clock access to customer service agents who will make sure you're taken care of and confident with the process of creating your living trust. When deciding which company to use, take the following things into consideration:

  • Professionalism. When it comes to legal documents, all I's need to be dotted and T's need to be crossed. There's no room to engage with a company that won't show the utmost professionalism and attention to detail. Check the background of their legal team. Are they transparent with their processes and guarantee that their documents are up to legal standards?
  • Cost. Regardless of how you spin it, you'll be saving tons of money by not dealing with a lawyer in-person to create your living trust. However, you still want to save as much money as you can while making sure you're using a legitimate company. How competitive is the company's costs when compared to others who offer the same services?
  • User friendliness. Most of us aren't very familiar with legal jargon and may not understand all the processes that come with legally binding documents. Make sure you find a company that makes you feel confident and leaves no room for questions. Do they have an FAQ page? Is there always someone available to answer your questions?

Top Consumer Reviews has reviewed and ranked the best companies to help you create a living trust. We hope this information helps you take care of your end-of-life affairs without any stress or hassle!

The Best Reviews of Living Trust Services