While Legal Zoom might not be the cheapest solution for will-preparation on the market, it has much to recommend it. Legal Zoom have been accredited with the Better Business Bureau since 2001, and currently boast an excellent ‘A+’ rating. Telephone and email support is available, and as stated, the Comprehensive and Estate Plan editions include half-hour consultations with attorneys. Depending on the plan, users can then create supporting documents for care-givers, survivors, etc. Changes to the physical version are possible with the Comprehensive edition and the Estate Plan Bundle. Once the process is complete, there’s a chance (even with the basic version) to check and amend the digital version before printing the final document and making it legally binding. Legal Zoom does not have a checklist of materials that you might need before you start the process, but it does provide worksheets that can be cross-referenced as the user progresses. Legal Zoom walks users through the process and even complete beginners will find it easy to use, especially with the support of their glossary of legal terms. This gives Legal Zoom an impressive level of flexibility, something that is lacking in some of their competitors. With Legal Zoom, answers are supplied via a selection of drop-down menus, checklists, as well as text fields that allow for more information to be provided if necessary.
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As with most examples of will-preparation software, users are led through the process via a series of questions in the style of an interview.
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Customers with the Comprehensive plan and the Estate Plan Bundle also get a free app for their phones.
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Legal Zoom’s software is stored in the cloud, and so users can access their account from any device with an internet connection, and there’s no software to install on their own computers. Legal Zoom is one of the most user-friendly options out there for people looking to create their own last wills and testaments. Within it, there are plenty of articles that help explain the basics of will preparation and all of the legal issues that surround the process, including most areas of estate-planning. Legal Zoom also has a free online resource centre that is available to anyone. The Comprehensive package and the Estate Plan Bundle come with various levels of Attorney Advice – essentially free half-hour consultations with an attorney in the Legal Zoom network (14 days for the former, a year for the latter). It's probably not quite on a par with Quicken WillMaker & Trust (opens in new tab) for simplicity and support, but it's not far off. The entire creation process takes place in the cloud, so there’s no software to install, with users being led through the process via a very clear succession of questions. Legal Zoom has one of the most straightforward document-creation processes on the market. (Image credit: Legal Zoom) Legal Zoom review: Document creation
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The Basic package retails at $89, and comes with the essentials to create a will, including a helpful number of instructional guides that explain the relevant provisions and statements, and also come with worksheets to help the process along. Legal Zoom also offers standalone services, such as Power of Attorney (from $35), Living Will (from $39) and Living Trust (from $279). The Comprehensive and Estate Planning options include thirty-minute attorney consultations, attorney reviews of the prepared will, and the estate-planning app.
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But at the same time it does offer superior customer support and is easy to use, plus the various tiers give customers some flexibility on how much they want to spend. Legal Zoom is one of the more expensive options when it comes to will-preparation and estate planning, particularly when compared with Law Depot (opens in new tab), for example. At (opens in new tab) How much does Legal Zoom cost?
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