Customer Ratings & Reviews

I'm giving this only two stars because three stars is categorized by BB's rating structure as being "average" and this software doesn't really measure up to what's considered average these days in software. This software certainly does a good BASIC job of putting together a will or trust for you, but the software is really quite old-fashioned as though it really hasn't been updated or modernized in -- seriously -- about 20 years in terms of its features, user interface, intuitiveness, etc. It's rather "clunky" in that you really have to hunt-and-peck and be comfortable with trial and error to find out how to do what you want it to do. It gives you tons of great information on what wills and trusts can do, but then, disappointingly, the software is not able to do those things. One example is that it states that trusts are designed to be flexible, to be able to create specific instructions for how each beneficiary is to receive their bequeathed items, depending on their age, maturity, circumstances, etc., whatever you wish. But the software does not give you that level of customization, there's not even a dialog box in which to type specific instructions for each of the beneficiaries, rather, you just get to assign a percentage or fraction of whatever you're leaving to each beneficiary. Essentially, you have to simply write all of those specific details in a letter at the end! Well, I can do that on my own without using this software! There are many, many more examples that I could write, but you get the point. Good luck!

Needed for family and extended family have not used yet but great alternative.

Very easy to use and user friendly. Can make updates if necessarty

Does exactly what it is supposed to do, easy to use.

Had $5000 lawyer drafted trust but a lot has changed in 10 years so I created a new one using the old one as a legal guide. Very pleased. I have had our Successor Trustee and our investment advisor read it. All thumbs up and only $129.