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Description
Quicken WillMaker & Trust is a thorough do-it-yourself estate planning software that empowers both individuals and families to draft legally enforceable wills, living trusts (either individually or jointly), durable powers of attorney, health care directives, transfer-on-death deeds, letters for final arrangements, and guides for caregivers or survivors. The program employs an easy-to-follow interview format that integrates legal advice, ensuring that the generated documents comply with the laws applicable in your state. Users can opt for either a desktop application or an online platform, with the flexibility to modify their plans whenever necessary. Additionally, it includes a comprehensive legal manual along with documents that have been reviewed by attorneys specific to each state, providing users with both clarity and peace of mind. Covering over 35 critical estate planning forms, such as promissory notes, authority delegations, and personal finance documents, it also aids in avoiding the probate process, making estate administration simpler and more efficient. This software is designed to cater to a wide range of estate planning needs, ensuring that users feel supported in their decision-making throughout the process.
Description
You can either access your accounts directly from your local device or take advantage of a live online database to connect to your accounts from home or the office. RecoveryPro seamlessly synchronizes your local and online databases as you continue your work. You have the option to either host your own online database or use one of ours at no additional charge. Should you have a unique letter or a commonly used document that differs from what is included with the software, and you are open to sharing it with other users, simply send us a copy, and we will incorporate it into RecoveryPro. Alternatively, you can create your own documents and perform a mail merge with the database. We offer free updates and support for all users. For states that mandate scheduled interest rate updates, RecoveryPro simplifies the process by allowing you to update these rates with just one entry, automatically applying the changes across all associated accounts for that state, even accommodating multiple states that require such updates. This feature not only saves time but also ensures that all your records remain accurate and current.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$109
Free Trial
Free Version
Pricing Details
$5 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Nolo
Country
United States
Website
www.willmaker.com
Vendor Details
Company Name
RecoveryPro
Website
www.recoveryprosolutions.com
Product Features
Product Features
Debt Collection
Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management