Free Site Registration


TaxAct Gets into Estate Planning

Cedar Rapids, Iowa (January 16, 2013)

By Michael Cohn

2nd Story Software, the company that makes TaxAct consumer tax prep software, has introduced a do-it-yourself estate planning software product that lets users draw up a last will and testament after they do their own taxes.

LegalAct Will is aimed at taxpayers who self-prepare their taxes and are interested in taking a similar approach with drawing up a will.

“Tax time is an ideal time for will and estate planning,” said TaxAct president JoAnn Kintzel in a statement. "Life changes impacting your taxes are the same changes that should prompt taxpayers to create or update their wills."

With LegalAct Will, users can create a last will and testament on a computer or tablet in a few steps. After completing an interview-based questionnaire, users are able to preview and edit their wills, then print or download the document.

LegalAct Will allows users to nominate a personal representative to act as an executor; nominate a guardian for their children and a trustee for any property left to them; designate distributions of their personal property, including family heirlooms, and indicate their final wishes for funeral and burial or cremation.

Consumers can purchase LegalAct Will for $9.95 and buy a second copy for a spouse or loved one for $5 more. For more information, visit www.taxact.com/will.

0 Comments

Be the first to comment on this post using the section below.

Add Your Comments...

Already Registered?

If you have already registered to Accounting Today, please use the form below to login. When completed you will immeditely be directed to post a comment.

 

Follow Accounting Today
Advertisement
Advertisement

What's the Biggest Threat or Challenge Facing Accountants?

May 22, 2013

Attendees at Accounting Today's Meet the Editors Dinner at Keens Steakhouse in New York discuss the top issues confronting accountants.

Women in Accounting: Breaking the Mold

May 21, 2013

A continued conversation with Marcum’s Nanette Lee Miller and Janis Cowhey McDonagh about the obstacles women in the accounting profession face when trying to make their way into leadership positions.

Advertisement

SLIDE SHOW

Tax Season by the Numbers

May 22, 2013

The IRS recently released statistics covering the year to May 10, 2013.

Top 10 Tech Initiatives -- 2013

May 5, 2013

The AICPA's annual list of IT priorities for accounting firms.

Tax Stats: May 2013

April 30, 2013

Our monthly collection of statistics from the world of tax.

10 Biggest Estate Planning Mistakes

April 29, 2013

Help your clients avoid these common pitfalls.

Common E-mail Security Mistakes

April 23, 2013

These five bad habits can make your confidential information -- and that of your clients -- easy to steal.

Advertisement
Advertisement
Advertisement