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Quicken WillMaker & Trust
What Quicken WillMaker & Trust is
Quicken WillMaker & Trust guides people through preparing estate-planning documents, including wills, living trusts, powers of attorney, and living wills. Its interview responds to a user’s answers to produce customized documents, which attorneys review and update for state-specific laws. The document set also includes health care directives, final arrangements, letters to survivors, and transfer-on-death deeds. Starter costs $109.00 USD once; Plus costs $149.00 USD once; and All Access costs $219 a year and includes a one-year Everplans subscription. Plus and All Access provide online or downloadable software, but documents and data cannot move between the two. Online access lasts one year, with annual extensions listed at $39.99; desktop access is unlimited, with updates for one year. The documents are not valid in Louisiana, U.S. territories, or Canada, and the product is for personal rather than professional or commercial use. It supports macOS, web, and Windows.
Who it suits
It suits individuals and families preparing estate documents for personal use, especially when they need documents quickly or cannot hire a lawyer. Its coverage is limited: the documents are not valid in Louisiana, U.S. territories, or Canada.
What it does well
- Interview adapts documents to user answers
- Attorneys review and update documents
- Covers wills, trusts, and powers of attorney
- Online and downloadable options in Plus and All Access
What to know first
- Documents are not valid in Louisiana, U.S. territories, or Canada
- Online and desktop data cannot be transferred
- Online access lasts one year
- Not for professional or commercial use
Limits
Starter includes wills, a health care directive, and final arrangements. Online access lasts one year, while desktop access is unlimited with updates for one year; All Access includes one year of Everplans.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Starter Plan | Wills · healthcare care directive · final arrangements | $109, paid once |
| Plus Plan | Wills · healthcare care directive · final arrangements · durable power of attorney · letters to survivors · living trust · transfer on death deed · PC/Mac download | $149, paid once |
| All Access Plan | 1 Yr Subscription · Wills · healthcare care directive · final arrangements · durable power of attorney · letters to survivors · living trust · transfer on death deed · PC/Mac download · one-year Everplans subscription | $219 a year |
As willmaker.com lists them, read 30 Sept 2026. The maker's own page has the final word.
Getting started
- Visit the WillMaker website.
- Choose Starter, Plus, or All Access based on the documents and access included in each plan.
- For Plus or All Access, choose the online app or downloadable software.
- For desktop use, install on Windows 10/11 or macOS 10.14 or higher.
Verdict
WillMaker offers guided preparation across a broad set of estate-planning documents, with attorney review and several purchase options. Check jurisdiction eligibility and the separate online and desktop data before selecting a plan.
Questions
Is Quicken WillMaker & Trust free?
No. There is no free plan. Starter costs $109, paid once.
What plans are available?
Starter is $109, paid once, Plus is $149, paid once, and All Access is $219 a year.
Which platforms does it support?
It is available on macOS, web, and Windows. The downloadable software supports Windows 10/11 or macOS 10.14 or higher.
Can I use the online and desktop versions with the same data?
Plus and All Access customers can use either version, but documents and data cannot be transferred between them.
Where is my data stored?
Online data is stored on WillMaker’s servers; desktop data is stored on the user’s computer. WillMaker says online documents are encrypted and accessible only to the user.
What is included with All Access?
It includes the listed estate documents, PC/Mac download, and a one-year Everplans subscription for organizing, storing, and sharing important documents.
Facts from Quicken WillMaker & Trust's own pages
- Data storage
- The online version stores data on WillMaker’s secure servers, while desktop data is stored on the user’s computer. · willmaker.com, 30 Sept 2026
- Desktop requirements
- The downloadable software supports Windows 10/11 or macOS 10.14 or higher. · willmaker.com, 30 Sept 2026
- Document range
- Documents include wills, health care directives, final arrangements, durable powers of attorney, letters to survivors, living trusts, and transfer on death deeds. · willmaker.com, 30 Sept 2026
- Eligibility limits
- WillMaker documents are not valid in Louisiana, U.S. territories, or Canada, and the product is intended for personal use rather than professional or commercial use. · willmaker.com, 30 Sept 2026
- Encryption
- WillMaker says online documents are encrypted and stored in the cloud, accessible only to the user. · willmaker.com, 30 Sept 2026
- Everplans
- The All Access plan includes a one-year subscription to Everplans for organizing, storing, and sharing important documents with trusted people. · willmaker.com, 30 Sept 2026
- Founded
- 1985 · willmaker.com, 28 Sept 2026
- Guided interview
- Its interview adapts to users’ answers to create customized documents. · willmaker.com, 30 Sept 2026
- Intended audience
- WillMaker presents its tools as a way for families to prepare estate plans when they cannot hire a lawyer or need documents quickly. · willmaker.com, 30 Sept 2026
- Legal review
- Attorneys continuously review and update WillMaker documents to reflect current state-specific laws. · willmaker.com, 30 Sept 2026
- Online and desktop
- Plus and All Access customers can use the online app or downloadable software, but documents and data cannot be transferred between them. · willmaker.com, 30 Sept 2026
- Privacy
- WillMaker says it does not sell, share, or rent personal information to third parties. · willmaker.com, 30 Sept 2026
- Purpose
- WillMaker guides users through creating estate planning documents, including wills, living trusts, powers of attorney, and living wills. · willmaker.com, 30 Sept 2026
- Revisions and access
- Online access lasts one year from purchase, and the pricing page says users may extend it annually for $39.99; desktop access is unlimited with updates for one year. · willmaker.com, 30 Sept 2026
- Support
- The product provides on-screen help, a legal manual, support answers, and contact information for Nolo Technical Support. · willmaker.com, 30 Sept 2026
Where Quicken WillMaker & Trust stands on Freedom251
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