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What's New in WillMaker 2023

Each year (and throughout the year), Nolo's expert attorneys thoroughly review and update Quicken WillMaker & Trust, making legal updates and adding new features so that WillMaker continues to stay current and get better over time. Here are highlights of the changes made for the 2023 version.

WillMaker & Trust 2023 is now available for purchase at www.willmaker.com.

The biggest changes to the program this year are the way we're selling WillMaker and the addition of a new document, the Transfer on Death Deed.

WillMaker Bundles

You can now purchase smaller or more robust versions of WillMaker depending on your needs.

WillMaker

Make an unlimited* number of:

Starter

Plus

All Access

Wills

Health Care Directives

Final Arrangements

Living Trusts

Financial Durable Powers of Attorney

Transfer on Death Deed

Letters to Survivors

Forms for Home & Family

Forms for Personal Finance

Everplans

* With WillMaker, you can make an unlimited number of documents for you and your immediate family. Estate planning documents are not valid in Louisiana, the U.S. Territories, or Canada.

Everplans

The folks at Nolo have partnered with Everplans to provide an online storage option for WillMaker. When you buy the All-Access package, you receive a one-year subscription to Everplans. Your subscription allows you to easily share your WillMaker estate plan with family, close friends, and trusted advisors. Safely secure and store wills, trust, passwords, funeral wishes and so much more with a comprehensive shareable digital archive.

Transfer On Death Deeds

WillMaker 2023 includes transfer on death deeds. You can use a transfer on death deed (TOD deed) to name a beneficiary for real estate, like your home. TOD deeds keep property out of probate and are relatively simple to make and maintain. Before your death, you can revoke the deed (and make a new one if you like) at any time.

WillMaker's transfer on death deeds are available for:

  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • District of Columbia
  • Hawaii
  • Illinois
  • Indiana
  • Kansas
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Mexico
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • South Dakota
  • Texas
  • Utah
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Wyoming

We'll add transfer on death deeds to WillMaker as states approve them.

Other Updates & Improvements

  • Uniform Transfer to Minors Act (UTMA) -- Updated termination age for Virginia
  • Will -- Improved guidance for next steps at end of interview
  • Health Care Directive (HCD)
    • Updated witnessing requirements for:
      • Oregon
      • New Hampshire
      • Nebraska
      • Kentucky
  • Executor's Checklist – updated estate tax numbers
  • Living Trust -- Registration is no longer required to access the living trust

With WillMaker & Trust 2023, you also get two useful ebooks:

  • Special Needs Trusts: Protect your child's financial future. 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.
  • Quicken WillMaker & Trust: The Legal Manual – a full book filled with detailed legal information designed to help you make documents with WillMaker.

We provide legal and technical updates to Quicken WillMaker & Trust throughout the version year through the end of 2023. As long as your computer is connected to the Internet, your program will update automatically whenever a new update is available.