MacRumors Community,
I will be 25 years of age soon and decided it would be an excellent time to make a will. I have life insurance, employer 401K, self directed brokerage account, hidden accounts that hold savings, an umbrella policy that will provide attorneys in the event of death, etc. I realized that beneficiaries would never know of many of the assets I have accumulated. Despite being a single male with no children and parents who are living, I still believe it's important. The courts of the state I reside would decide the executor of the estate, how the assets are divided, etc. However, I want neither divorced parent to be an executor as it creates a conflict of interest and I want to control the beneficiaries of the assets. So, I would like to create a will.
Being a banker I assist clients with living, revocable, irrevocable trusts and estates. However, these have more complexities and I always recommend clients seek an attorney to properly create these entites. Expensive but well worth the service an attorney provides depending on assets, ages, spouses, children, grandchildren and many other factors. Though some clients have financial lifestyles that do not warrant trusts, like mine. In this event, I recommend clients use software to create their own will. Several state courts recognize this method as a legal valid will. Except, I've never had any experience with financial software of this nature personally.
So, I was looking into Quicken WillMaker Plus 2017. It is available for download via Apple App Store. Due to it being the 2017 version, there is only one review. This review is negative unfortunately. I looked at Amazon and the reviews are negative as well. It receives positive reviews on NOLO.com who partners with Quicken to develop and sell the software. However, I'm always skeptical of reviews that are published from retailers themselves.
Here I am, recommending software to clients that receive negative reviews. Thankfully, the Windows version seems to have positive reviews. So, now I'm looking for recommendations.
1.) Should I choose Quicken and ignore the negative reviews in hopes that the software will improve or should I use another provider?
2.) I noticed that Quicken WillMaker Plus is not available for pre-2017. Is this common with Quicken?
3.) If purchased via Apple App Store, will it be available to use when 2018 version is released?
Thank you, Gixene
I will be 25 years of age soon and decided it would be an excellent time to make a will. I have life insurance, employer 401K, self directed brokerage account, hidden accounts that hold savings, an umbrella policy that will provide attorneys in the event of death, etc. I realized that beneficiaries would never know of many of the assets I have accumulated. Despite being a single male with no children and parents who are living, I still believe it's important. The courts of the state I reside would decide the executor of the estate, how the assets are divided, etc. However, I want neither divorced parent to be an executor as it creates a conflict of interest and I want to control the beneficiaries of the assets. So, I would like to create a will.
Being a banker I assist clients with living, revocable, irrevocable trusts and estates. However, these have more complexities and I always recommend clients seek an attorney to properly create these entites. Expensive but well worth the service an attorney provides depending on assets, ages, spouses, children, grandchildren and many other factors. Though some clients have financial lifestyles that do not warrant trusts, like mine. In this event, I recommend clients use software to create their own will. Several state courts recognize this method as a legal valid will. Except, I've never had any experience with financial software of this nature personally.
So, I was looking into Quicken WillMaker Plus 2017. It is available for download via Apple App Store. Due to it being the 2017 version, there is only one review. This review is negative unfortunately. I looked at Amazon and the reviews are negative as well. It receives positive reviews on NOLO.com who partners with Quicken to develop and sell the software. However, I'm always skeptical of reviews that are published from retailers themselves.
Here I am, recommending software to clients that receive negative reviews. Thankfully, the Windows version seems to have positive reviews. So, now I'm looking for recommendations.
1.) Should I choose Quicken and ignore the negative reviews in hopes that the software will improve or should I use another provider?
2.) I noticed that Quicken WillMaker Plus is not available for pre-2017. Is this common with Quicken?
3.) If purchased via Apple App Store, will it be available to use when 2018 version is released?
Thank you, Gixene