What's New in
Quicken WillMaker & Trust

Here is an overview of what’s new.

Living Trust: Second Alternates

Although a single set of alternates is sufficient for many trust makers, many people wanted the option to name an additional level of alternates. So we’ve added the ability to name a second set of alternates in the most common scenarios.

For example, in the shared trust, you’ve always been able to name your spouse as your primary beneficiary and your children as your alternate beneficiaries (in case your spouse dies before you do). Now, you can also name your grandchildren as second alternates (in case your spouse and any of your children die before you do).

Notary Acknowledgements

All WillMaker documents that require notarization will now print with a state-specific notary acknowledgment. Before this update, WillMaker printed notary certificates for some documents, but for others, WillMaker suggested getting one from the notary instead.

New eBook: Make Your Living Trust

We’ve added a new book to WillMaker’s free library: Make Your Living Trust, by the Editors of Nolo. This book is a fantastic addition to WillMaker — especially for those trying to figure out whether they should create a will, a living trust, or both.

As a reminder, when you buy WillMaker, you get several ebooks:

• Special Needs Trusts: Protect Your Child’s Financial Future, by Kevin Urbatsch and Jessica Farinas Jones. Learn how to provide for a loved one with special needs without jeopardizing government benefits. Includes all the forms and information you need to make a third-party special needs trust.
• Long-Term Care: How to Plan & Pay for It, by the Editors of Nolo. Finding the right long-term care often means making difficult decisions during difficult times. Long-Term Care helps you plan ahead and find the best care you can afford.
• Make Your Living Trust, by the Editors of Nolo. Whether you plan to make your own trust, work with a lawyer, or just do some preliminary research, Make Your Living Trust will give you the information you need to confidently take the next steps in your estate planning.
• Quicken WillMaker & Trust: The Legal Manual. Get detailed information about estate planning, designed to help you make documents with WillMaker.

Updates, Improvements, and New Features

Here is a list of recent changes we’ve made to WillMaker.

Sept 2025 (26.0)

• New feature: Second alternates for the living trust
• New feature: State-specific notary certificates
• New ebook: Make Your Living Trust
• Updates to small documents and contacts -- now gender neutral
• Added a document that lists all roles in the will
• Updates to Will Checklist
• Updates to Letter to Executor
• Updates to Letter to Successor Trustee
• Updates to DE Health Care Directive
• Many updates to the on-screen Helpful Information
• Many technical and user experience improvements

May 2025 (25.4, 25.5)

• Updates to FL UTMA
• Updates to ID Health Care Directive
• Updates to NE Health Care Directive
• Updates to CA Health Care Directive
• Updates to Health Care Directive re pregnancy restrictions
• Updates to Health Care Directive footer
• Updates to Durable Power of Attorney for Finances signature blocks
• Updates to Durable Power of Attorney for Finances reporting requirements
• Updates to Durable Power of Attorney for Finances summary screen
• Updates to NY Durable Power of Attorney for Finances
• Updates to Will executor powers
• Updates to CA Will info about gifts to caregivers
• Updates to Living Trust Property Assignment
• Updates to Limited Power of Attorney witness requirements
• Updates to HI Transfer on Death Deed
• Updates to Health Care Directive -- now gender neutral
• Many updates to the on-screen Helpful Information
• Many technical and UX improvements

Feb 2025 (25.3)

• Updates to Living Trust summary screens
• Updates to NE Health Care Directive
• Updates to OK Quitclaim Deed
• Updates to OK Transfer on Death Deed
• Updates to IN Transfer on Death Deed
• Updates to Limited Power of Attorney -- now gender neutral

Dec 2024 (25.2)

• New GA Transfer on Death Deed
• New NH Transfer on Death Deed
• New NY Transfer on Death Deed
• Updates to Letters to Survivors
• Updates to GA Quitclaim Deed
• Updates to Durable Power of Attorney intro screens