MS Money Will making feature
Bobajob 27
Cal Learner
Bill Hackney
Tom Roberts
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Stephen Google
Michael Wylde
I’m using version 14.0.120.1105 in the UK and this will making option is nowhere to be found. I wouldn’t risk it anyway!
From: microso...@googlegroups.com <microso...@googlegroups.com>
On Behalf Of Stephen Google
Sent: 28 April 2026 08:37
To: Microsoft Money <microso...@googlegroups.com>
Subject: Re: MS Money Will making feature
No - use a solicitor since there are so many tax and legal pitfalls!
On Monday, 27 April 2026 at 22:32:47 UTC+1 Tom Roberts wrote:
The Money Sunset business version does not seem to have it.
On Mon, Apr 27, 2026 at 1:20 PM 'Bill Hackney' via Microsoft Money <microso...@googlegroups.com> wrote:
I believe this is the "Will Maker Worksheet" under the Planning option.
As a UK user, I've never looked at it before, but I had a quick look. Seemed quite neat, and it looks like Microsoft took advice from a UK law firm, Ash Clifford, when they designed the functionality. Ash Clifford still seem to exist, although they look like a pretty small firm based in Somerset https://www.ashclifford.co.uk/wills-probate . Not sure why the mighty Microsoft would have taken this sort of advice from such a small firm. Anyhow, I looked at the output it produces, and it seemed okay for a simple will (but don't take my advice!). Personally, I wouldn't use this functionality - if you need a simple will, get it done by one of the firms that participates in "Free Wills Month", or one of the other cost-effective solutions such as the Which? wills service.
On Monday, 27 April 2026 at 16:53:08 UTC+1 Cal Learner wrote:
You might post the navigation path that gets you to that Will-making feature.
On Monday, April 27, 2026 at 5:36:08 AM UTC-5 robert....@btinternet.com wrote:
Is anyone using the MS Money WILL making feature and do you think it would stand up to UK law?
I just found the feature and it's rather good.
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