![]() ![]() You can create a variety of estate planning documents on the US Legal Wills website, then designate what the company calls Keyholders, which are people who have access to your documents, such as a trusted family member or executor. Spouses or partners can get a mirror will (plus additional documents) for 40% off. If you want to keep storing your documents with US Legal Wills, you can pay annually or opt for the lifetime feature, which is only $129.95, a more economical choice if you plan on storing your will on their servers for more than a few years. Starting at $39.95 for a last will and testament, US Legal Wills customers also get free storage for their documents on the company's secure servers, as well as unlimited updates. states and provide some of the best values and discounts of all the websites reviewed. Louisiana residents won’t be able to use this software, as it doesn’t address the estate planning requirements for the state.įormed in 2000, US Legal Wills is an independent organization that works with U.S.-based lawyers to create legal documents, including for expats and those who have assets in Canada or the UK. Within Quicken WillMaker & Trust, there is a legal manual to help you answer common questions, and you can contact technical support for additional help. You can update your will at any time and receive legal & technical updates via the Internet. You can then save your information and download completed documents in PDF format. The software is compatible with both Mac and Windows and is easy to use, as it allows you to create customized legal documents using a simple interview survey to fill out forms. This program, which you can download for $99-$209 depending on the version, includes key estate planning documents such as a legal will, living trust, financial power of attorney, healthcare directive, final arrangements, and a letter to survivors, as well as other types of personal finance and home and family management documents. It has since branched out into other products, like its Quicken WillMaker & Trust software tools. I dont need crazy features, just a stable, robust and predictable experience.Nolo started by publishing DIY legal guides back in 1971 and was one of the first websites to provide online legal information and assistance. Hope there aren't any strange behaviours or bugs that end up driving me nuts. I also find the auto categorization in Banktivity to be a total mess, and Quicken's is much better.Ĭan't say much else as I haven't been using it long. I find Quicken a more logical in certain tasks, and more intuitive interface wise. For Banktivity you pay the purchase price of the app, and then also a yearly subscription for their Direct Connect service. Thus i can import my AppleCard statements into it. However with my Wealthfront IRA account, Banktivity could direct connect but Quicken only supports drag and drop.īanktivity also supports the manual assigning of columns for CSV files, while Quicken does not. Quicken is not having issues with my Ally accounts. ![]() I just moved from Banktivity to Quicken a couple of weeks ago.īanktivity hasnt been able to direct connect to my Ally Bank accounts for a good while, so I decided it was time to try something else. At least the software is stable and useable and has a mobile app that actually works. Making a suggestion to them is taken as personal abuse and gets you banned from the site.Ī better product for Mac is Banktivity 7.although it's also lacking the same features as above. ![]() What irks me the most is their closed circle of five or six "superusers" on their community who think they are god. ![]() And they keep claiming that they've added more programmers to the team. They screw up more than they fix anything. I swear.Quicken Inc has the worst possible programmers ever. Also split transactions default to zero amounts. Renaming rules don't bring forward what's in the memo field. People complaining all over the Quicken Community that it's all messed up. Now, they've added memorized payees and renaming rules.and it seems like it's one big clusterfuck with that. Still can't budget for transfers, such as mortgage principal payments or retirement income from investments, so the budget module is useless. No Savings Goals, no tax planner, no lifetime planner, no calculators. ![]()
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