Nolo Review: Nolo Will Maker & Trust by Quicken Analyzed (2024)

Nolo is the creator of the Quicken Willmaker & Trust estate planning software. The company offers several plans starting from $99 per year, as well as individual documents such as ​​Quicken wills. Nolo’s network includes over 30,000 lawyers. Having been on the market for over 50 years, Nolo is one of the most reputable and well-regarded estate planning solutions on the market.

Have you tried this company? How would you rate your experience?

Services:

  • Last will and testament

  • Living will

  • Living trust

  • Medical Power of Attorney

  • Financial Power of Attorney

  • + 3 more
  • Will Codicil

  • Amendment to Living Trust

  • Revocation of Living Trust

Availability map:

Value for Money:

Great

Official website:

http://www.nolo.com/

Overall rating98.6%

  • Nolo Review: Nolo Will Maker & Trust by Quicken Analyzed (2)
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  • Nolo Review: Nolo Will Maker & Trust by Quicken Analyzed (6)

Updated Aug 21, 2024

10% Off With Promo Code WILL20

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Pros and cons

  • Detailed forms and instructions
  • Includes 35 documents+2 books
  • Can use for multiple people
  • Regular updates as laws change
  • Can work offline after download
  • Requires download and install

Editorial Notes

Today, Nolo offers thousands of do-it-yourself products, including legal forms, will maker software, online documents, books, and e-books. Using Nolo software, you can generate a will, a Quicken living trust, or a power of attorney in just minutes. In addition, you can get the most common forms for your business. You can even create your LLC yourself! All the forms are created by attorneys and legal editors using plain English.

Credibility: Is Nolo legit?

Established in 1971
Registered in Pleasanton, CA
Google Rating
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  • Nolo Review: Nolo Will Maker & Trust by Quicken Analyzed (11)
BBB grade A+ (Accredited)

Is Nolo legitimate? According to numerous Nolo reviews, this is one of the most reputable online will makers on the market! It has been offering legal services for almost 50 years, starting before the Internet was even invented. Not only Nolo provides legal services online, but they also help people find offline lawyers in their area.

The company claims that they match over 50,000 people with lawyers every month in any category, from bankruptcy and personal injury to divorce, employment, and tax laws.

Is Nolo safe? Is Nolo secure?

All the information that you enter on Nolo’s website is protected with a wide range of technical, physical, and administrative safeguards. These include Transport Layer Security (TLS), firewalls, system alerts, and other information system security technologies up to the highest industry standards. They keep your health data in secure facilities that restrict physical and network access.

Nolo team performs regular evaluation and enhancement of their information technology systems, facilities, and information collection, storage, and processing practices. All these practices make Nolo a safe and secure site that can be trusted with your personal data.

Quicken WillMaker & Trust Services

Unlike previous versions of the software, Nolo’s Quicken WillMaker & Trust 2024 features several package options for customers to choose from. Their most affordable one is the Starter estate planning package, which costs $99. For this price, you will be able to write out a last will and testament, final arrangements, and a healthcare directive, which includes a power of attorney and a Nolo living will. This package is an excellent basic option for both single and married individuals.

Nolo’s second package is called Plus and it costs $139. This package includes the same documents as the Starter package, along with a durable power of attorney, living trust by Nolo, and a letter to survivors.

Finally, Nolo’s most advanced All Access package costs $209 without a Nolo willmaker discount code. This package includes all the documents in the Plus package, and also offers a one-year subscription to safe digital document storage with Everplans.

Nolo also allows customers to purchase some estate planning documents separately. One huge advantage of using Nolo is that you can purchase their software one time and then share it with your family members free of charge.

Services one-doc Package 1 Quicken WillMaker & Trust 2024 - Starter Package 2 Quicken WillMaker & Trust 2024 - Plus Subscription
Last will and testament $59.99
Living will
Living trust
Medical Power of Attorney
Financial Power of Attorney
Will Codicil $34.99
Amendment to Living Trust $34.99
Revocation of Living Trust $34.99
$99 $139

Estate Planning Documents

Legal Will, Revocable Living Trust, Durable Power of Attorney for Finances, and a Health Care Directive (+ more)

Home & Family Documents

Authorization for Minor’s Medical Treatment, Authorization for International Travel With Minor, and Temporary Guardianship (+ more)

Executor Documents

Employee Death Benefits Letter, Affidavit of Domicile, and an Executor’s Letter to Financial Institution (+more)

Personal Finance Documents

General Bill of Sale, Limited Power of Attorney for Finances, and Security Agreement for Borrowing Money (+ more)

Attorney Support

In case you need legal help while creating documents with Nolo’s Quicken WillMaker & Trust, you can use NOLO’s searchable directory of more than 30,000 atorneys in all 50 states to find the best match.

NOLO: Strengths

  • Up-to-date – Nolo manages to successfully keep their downloadable software up-to-date with the latest laws, formatting, and required documents across the whole legal field.
  • Multiple users – Nolo’s WillMaker software allows you to create multiple Nolo wills for all family members, meaning you can really get the most out of this one-off purchase.
  • Ease-of-use – It may not be as stylish as other Willmakers, like Willing, but Quicken will maker reviews report that the software is incredibly easy to navigate with simple, jargon-free multiple-choice questions.
  • Help resources – The software comes with a user manual which is very helpful to the many questions you may have. The eBook provided in the WillMaker Book & Software kit (same price) is comprehensive, with a whopping 17 chapters, covering just about all aspects of the law that you’re currently interacting with. There’s also a great FAQ section.
  • Credible – Many are only concerned with one question: is Nolo’s Quicken WillMaker & Trust legit? The answer is a resounding yes. Nolo’s Quicken WillMaker & Trust 2021 reviews are one way to convince you of that if their reputable track history isn’t enough.
  • Comprehensive – As we can see in the aforementioned services section, there is a vast array of legal documents you can create using store.nolo.com

NOLO: Weaknesses

  • Website is not very user-friendly – Nolo’s website doesn’t necessarily lack information, but it’s very busy and crammed together. It’s very much usable, but it’s something they are inferior to compared to some competitors.
  • Only few documents are available for purchase online – Nolo allows customers to purchase a last will and testament that can be accessed for one year online. If you need other estate planning documents, you can buy Nolo’s Quicken WillMaker & Trust software.
  • Lacks customer service – Whilst Nolo does a great job at documenting support and helpful resources, this is what you’re shown when you try to get into contact with them. You can’t simply ring or speak in a live chat; you have to leave your details in a contact form.

Compare Nolo Quicken WillMaker

Payment structure Flat fee
Free trial No
Guarantees Money-back guarantee
States covered All except LA
Attorney Support By referral
Attorney Cost Determined by attorney

With so many different companies offering estate planning services, it can be difficult to make sense of all the features they provide and find the best option for your situation. To make this process easier for our readers, we have evaluated each online will making company according to six criteria customers find most important. Below, you can see how Nolo fares against its competitors when it comes to the number of documents offered, pricing policy, legal support, etc.

If you are interested in a detailed comparison of Nolo versus its main competitor LegalZoom, you can visit our comparison page Nolo vs LegalZoom.

Number of Documents Offered

Nolo’s Quicken WillMaker & Trust offers a wide selection of estate planning and personal finance documents you can create online. This means you will likely be able to fulfill all your estate planning needs using this service alone. Plus, the company allows their customers’ family members to create additional estate planning documents free of charge, which is a unique benefit.

Payment Structure

Companies that make online wills typically use different payment structures for their products. Some allow customers to purchase one document at a time. Other companies offer packages with multiple documents at a lower price, while still others have monthly or yearly subscriptions. A number of companies also offer several options simultaneously. Nolo allows its customers to purchase documents separately or buy packages with multiple documents at a reduced price. This makes their service a great choice both for people who just want to buy one document such as a Quicken will, and also for those who want to create an entire estate planning document package.

Guarantees

If you’re concerned that you may regret your purchase, Nolo is a great option. Unlike some of its competitors, the company offers a money-back guarantee to all of its customers. This gives you the peace of mind that if you’re unhappy with the service for whatever reason, no money is lost.

Attorney Support

While the premise of online will-making companies is to help customers create estate planning and other legal documents independently without a lawyer, some will makers also offer attorney support as an additional free or paid service. Nolo is a good example of this: the company boasts a network of over 30,000 qualified lawyers in all states. This is very convenient, as customers can consult certified attorneys about their questions and have legal specialists check their wills and other documents to ensure that they’re correctly filled out and legally valid for an additional fee.

Free Document Update Period

Nolo allows its customers to make changes and updates to their documents free of charge for 1 year after purchasing a package or document. This means that if you want to add new assets to your will, change your executor or beneficiaries, or make any other changes, you will be able to do this free of charge as many times as you want during that 1 year period.

Phone App Availability

A few online will makers have developed smartphone apps to allow their customers to create wills and other legal documents on the go. However, Nolo does not offer this service at the moment. Instead, the company’s customers can install Nolo’s Quicken Willmaker software on a laptop or computer to create all the documents they need. The software is reliable and easy to use.

Ease of Use

Instructions Yes
Output format PDF, RTF, paper, mail
Turnaround Time Instant
PlatformWeb/Windows/Mac
Updates Limited-time

Nolo may not have the best website, with its design being somewhat linear and clustered. Once you get past that, using the will-making service is a smooth experience. Questions are asked to dictate what legal documents you will be needing, with answers automatically collated to produce a final, legally binding document.

The inputting fields seem to understand that circumstances vary and are nuanced, and they give you leeway accordingly. If you come across any problems, there are two separate FAQ pages, one for the WillMaker and one for technical support.

You’re not required to have a powerful PC to run the software. Requirements are on the website and include 2GB RAM, 54MB Hard Disk space, and Windows 8 or higher (and MacOS 10.12 and higher). Something you may not have considered, but make sure to buy the downloadable version as you need a CD-ROM for the hard copy.

Like with most WillMakers, you can save your progress as you go and come back to it at a later time. Being a software is inconvenient, but it may pose advantageously over a web-based design in that it’s steady. You won’t come across flash problems or other browser plugins interfering — the software is reliable and functional.

Customer Review Analysis

As part of our review, we wanted to evaluate how Nolo compared to other companies that offer the same services. Thus, we analyzed hundreds of online reviews and categorized them as positive, negative, or mixed. Mixed reviews were the ones that described both positive and negative experiences or the ones that were more neutral. Positive and negative Nolo reviews were the ones that clearly leaned one way or the other.

Distribution of NOLO reviews compared to industry-wide average

Our analysis showed that the proportion of positive reviews left by Nolo customers is slightly lower than the industry average. At the same time, the percentage of negative reviews Nolo services got online was only slightly higher than the average number for other service providers in the industry. Finally, Nolo got more mixed reviews than other companies in the online estate planning space. Together, this shows that Nolo’s customer satisfaction rates are in line with the industry average.

NOLO

Industry Average

81%

90%

Positive, %

7%

2%

Mixed, %

Data was compiled from 1938 reviews about 17 different companies across 7 review sites. NOLO had 42 reviews

Most frequently given reasons for liking or disliking NOLO

To get a better understanding of why some people were pleased with Nolo’s services while others were unsatisfied, we compiled the most popular reasons why customers left online reviews of the company. A significant proportion of reviewers mentioned that they found Nolo easy to use and talked about its reasonable price and well-designed documents. Interestingly, the number of reviewers who mentioned Nolo’s document design in a positive light was much higher than the average in the industry.

Customers who weren’t happy with Nolo’s services complained about the service being difficult to use. A few reviewers also cited unexpected costs and poorly designed documents as reasons for their dissatisfaction with the company.

Positive

NOLO

Industry Average

32%

32%

Easy to use

25%

10%

Well-designed documents

11%

8%

Reasonable price

Negative

NOLO

Industry Average

4%

1%

Difficult to use

3%

2%

Unexpected costs

3%

1%

Poorly-designed documents

Data was compiled from 3611 apparent reasons from 1938 reviews. NOLO data had 76 reasons in 42 reviews

Distribution of reviews by service type

Since Nolo offers a variety of legal documents in addition to estate planning forms, we also evaluated what proportion of reviews was left for services related and not related to estate planning. Our analysis found that nearly all online reviews of Nolo referenced the company’s estate-related products. This is a significantly higher percentage compared to reviews of other online will-making companies.

NOLO

Industry Average

98%

42%

Estate related

0%

13%

Non estate related

2%

44%

Unknown

Data was compiled from 1938 reviews about 17 different companies across 7 review sites. NOLO had 42 reviews

Unique Functions Offered by Nolo’s Quicken WillMaker & Trust

Below are some unique functions offered by Nolo’s Quicken WillMaker & Trust that few companies offer.

Resources

Nolo does a great job at backing up their hugely influential software with learning resources surrounding it. If you want to know more about will-law, then there’s a large collection of legal articles. There’s also an eBook and a couple of great FAQ sections.

Comprehensive documents

Nolo’s Quicken WillMaker & Trust are offering an extraordinary amount of legal document production within this one product. Even down to things like a Notice to Creditor of Death, a Revocation of Power of Attorney, and Housesitting Instructions. This is where the product really outshines many competitors.

Up-to-date

Even though you may associate a web-based service as being easy to update, Quicken WillMaker & Trust do a great job at keeping the documents and questions relevant to the latest changes in the law.

FAQ

Is Nolo’s Quicken WillMaker & Trust legit?

Yes, this is one of the most reputable companies on the market with 50 years of experience.

What kind of legal documents can I create with Nolo?

Nolo offers thousands of do-it-yourself document templates. For your personal use, you can generate a will, a living trust, or a power of attorney in just minutes. You can also purchase business forms or even create an LLC yourself!

Can I talk to a real lawyer if I need help with creating my documents?

Yes, Nolo can match you with an attorney in your area based on your case.

Is Nolo software easy to use?

Yes, Nolo software is user-friendly. Once you have installed it on your computer, it is easy to navigate. There is no professional jargon, everything is written in plain English.

Do I have to purchase another software package for my spouse?

No, you don’t. Several family members can create multiple Quicken wills and other legal documents using one software package.

How long will you store my personal information?

After you purchase your will, Nolo stores your personal information for one year. During that time, you can return to Nolo’s Online Legal Forms to change your will or print copies for your reference. If you do not want Nolo to keep your personal information, you can delete it at any time.

Bottom Line

Is Nolo’s Quicken WillMaker & Trust legitimate? According to numerous Nolo Quicken Willmaker reviews on various consumer reporting sites, this is a reputable company with an “A+” rating at the Better Business Bureau. Nolo willmaker has been in operation since the early 1970s, and the company has a very reputable history of operations. The product they sell has a great reputation and countless positive online will maker reviews.Thus, we can confidently conclude that Nolo’s Quicken WillMaker & Trust is one of the most comprehensive legal document-makers on the market.

Is it worth the money? Yes, we think that the price is more than fair because you receive a great product and lots of additional resources in return. While products offered by many of Nolo’s competitors may appear cheaper, they also offer far fewer legal documents and do not provide any legal support from certified attorneys. Plus, some customers are able to find Quicken Willmaker coupons and get an even better deal on the software.

Ratings

Credibility
  • Nolo Review: Nolo Will Maker & Trust by Quicken Analyzed (12)
  • Nolo Review: Nolo Will Maker & Trust by Quicken Analyzed (13)
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Services
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Usability
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Features
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Total
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Nolo Review: Nolo Will Maker & Trust by Quicken Analyzed (2024)
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