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Download Suze Orman's Will Trust Kit: The Ultimate Protection Portfolio fb2, epub

by Suze Orman

Download Suze Orman's Will  Trust Kit: The Ultimate Protection Portfolio fb2, epub

ISBN: 1401918999
Author: Suze Orman
Language: English
Publisher: Hay House; Inn Mac PC edition (April 2007)
Category: Personal Finance
Subcategory: Money
Rating: 4.9
Votes: 576
Size Fb2: 1261 kb
Size ePub: 1271 kb
Size Djvu: 1712 kb
Other formats: azw doc lrf rtf


Join the millions of families have been helped with Suze Orman's Must Have Document program that includes a will and trust kit, bestselling books, financial courses, and more.

Join the millions of families have been helped with Suze Orman's Must Have Document program that includes a will and trust kit, bestselling books, financial courses, and more.

Start by marking Suze Orman's Will Trust Kit . Suze Orman and her own estate trust attorney have created the most state-of-the-art documents found anywhere

Start by marking Suze Orman's Will Trust Kit: The Ultimate Protection Portfolio as Want to Read: Want to Read savin. ant to Read. Suze Orman and her own estate trust attorney have created the most state-of-the-art documents found anywhere. Free automatic on-line updates.

The Orman program is heavily advertised and Suze herself is kind of a celebrity. I am impressed with this program and recommend it. I doubt that there is any way to make a program any easier and I trust that the people behind it are competent. It is also reasonably priced and the advertisements seemed realistic. I went with Suze and successfully filled everything out, got the appropriate forms witnessed and notarized and copies sent to relatives, doctors and hospitals.

SUZE ORMAN'S WILL & TRUST KIT Mint Condition . This kit includes more than 50 state-of-the-art documents, and verbal and written instructions that take users through the four must-have documents. Показать все 2 объявления с новыми (другими) товарами. The ten electronic books on CD are compatible with both PC and Macintosh computers, and online updates are free.

I found this product extremely disappointing and not worth my time or money for several reasons: 1) the audio is condescending and difficult to avoid, why not just let me read it if that is my preference?

I found this product extremely disappointing and not worth my time or money for several reasons: 1) the audio is condescending and difficult to avoid, why not just let me read it if that is my preference? 2) you can't print out the tutorial pages so you have to go back and forth to refer to them again, which can sometimes be several screens back, 3) you cannot enlarge the screen image to fit your computer screen or move it to the side if you want to open another program to get information to fill out the Orman requirements.

Suze Orman and her own estate trust attorney have created the most state-of-the-art documents found anywhere. Verbal and written instructions taking you step by step through the four must-have documents. A tutorial that shows you everything you need to know.

Suze Orman is a New York Times Bestselling author on Personal Finance, with over 25 million books in circulation .

You are never powerful in life until you are powerful over your own money.

Suze Orman's Protection Portfolio : The Forms You Need Today to Protect Your Tomorrows

Suze Orman's Protection Portfolio : The Forms You Need Today to Protect Your Tomorrows. Stop Identity Theft Now Kit. Suze Orman.

NEW, ONLINE VERSION!

This is an easy-to-use and fast way for you and other members of your household to create your own will, living revocable trust, and all the other must-have documents you need to protect you and your family. It’s as easy as 1-2-3—simply personalize, print, and protect.

Suze Orman and her own estate trust attorney have created the most state-of-the-art documents found anywhere. There are more than $2,500 worth of estate documents in this kit. Why pay thousands of dollars when you can get the same documents in this kit for $19.95!

This kit includes:

• More than 50 state-of-the-art documents

• Free automatic on-line updates

• Verbal and written instructions taking you step by step through the four must-have documents

• Password protection securing multiple users’ information

• A tutorial that shows you everything you need to know

• 10 electronic books

PC and Macintosh Compatible . . . and good in all 50 states!

Comments:

Kerdana
The information provided at the time of purchase stated I'd receive 4 DVD's. None were included in shipment which consisted of a cheesy expanding file. I called Customer Service number provided. Got the standard "... your call is important to us, a representative will be with you shortly.'. I held the line for 24 minutes listening to an oft repeated few bars of some melody... a customer rep never came on the line. I hung up. The software that supposedly leads you through the process of providing the information you need to create the promised trust, will and powers of attorney is just poorly written, navigation is terrible, everything is just terrible. Additionally the information Suze requires is insufficient to create anything I'd consider acceptable for its intended purpose much less professional. I consider this no more than a scam. I am so disappointed. I want PBS to sever ties with Suze.
Ishnsius
Not compatible with Windows 10. You will need to downgrade to Windows XP to update software.
Iesha
The product was good. It takes work. I am still in the process, and am happy the notary at my bank has patience. The only reason I didn't rate it excellent is upon registering it on line, I was recommended to use a free upgraded product. The online upgrade sells
for half of what I paid for this version. I live in Nevada, where all wills have to go through probate, so a revocable trust is a must.
I figure using this saved me at least $1500. If you have the patience and a printer, the product has verbal and written directions
that walk you through the process.
Invissibale
Terrible. I owned this product in the past. But could not find it so ordered this (expensive) copy.

It will not print without blank rectangles it squares blocking the written text!
Worthless. What to do now???!
Rainshaper
if you have a simple life, this may work for you
Adrierdin
any computer i tried to open ... Failed . A waste of money.......
Kulabandis
Sorry, I like Suze, I love the teaching she was doing...But I just couldn't figure out HOW to use this?
Tried several times with no luck, the CD? and maybe I also had to be on-line? Never could get it
to come up and work...??? Had to go with a lawyer instead.
It is more fun to eat live snails than to sit down and do trusts and wills, not to mention the dreaded Advanced Directive.

Everyone puts off this very necessary chore because they know that going to an attorney is expensive and that all this is necessary because of death, a subject we avoid when possible.

Now there are many software programs that promise to make it possible for many people to do this work at home and without the expense of an attorney. Be aware, though, that attorneys say that people trying to do it themselves can make expensive mistakes and that the fee for professional services is money well spent.

I suspect that many people with uncomplicated estates can probably do ok with a software program, but that complicated estates really need an attorney. The question of what is fairly simple and what is complicated can only be answered by the individual.

Even if you have doubts about doing it yourself, it makes sense to get a program and do it anyway. You will know the kind of questions you have to answer and generally get an idea of the process. Then you can go to an attorney with some backround that will make the process easier, maybe saving an hour or three of expensive attorney time.

The Orman program is heavily advertised and Suze herself is kind of a celebrity. It is also reasonably priced and the advertisements seemed realistic. I went with Suze and successfully filled everything out, got the appropriate forms witnessed and notarized and copies sent to relatives, doctors and hospitals. Felt a lot better afterward as I am sure most people do.

A will is like having a colonoscopy. Everyone knows they should have one, but put it off as long as possible. I was forced into action because I was facing a serious time in the hospital and thought that if I left feet first, that my wife and kids would have a terrible time dealing with stuff a will would make easier. All turned out well, but I am really glad I did the paperwork and do not have to think about it unless things change.

The advanced directive, in case some people don't know, is a legal document that allows a hospital to cut off life support when you are brain dead in case your spouse is not available to give the word. This is not an uncommon occurrence as you could both be dead or incapacitated in a crash, for example. You can be free to go without interference from politicians who think they can raise the dead or from relatives who can't make the decision. Doctors know when it is time.

The Orman program is probably about as simple as it can be, but it deals with legalities, life and death, money and real estate and other property. That is all hard stuff. Attorneys will likely charge close to $2000 to do this because it takes hours of work. So, it is not an easy even for professionals. I managed to complete everything in about five hours. Those that have used tax software will find the process familiar.

Suze gives you stuff to read and also does a voice-over in some cases. Other experts also chime in now and then. I thought this was going to be annoying, but actually found it to be useful. I do suggest earphones or decent speakers if you are forced to operate in a noisy environment.

In California, at least, some of the forms need to be witnessed and notarized. The witnesses cannot be beneficiaries, so you have to get two strangers to sign some ominous documents for someone they do not know. I was lucky to find a couple in the hair salon next door to the notary. This is not the fault of Orman, but still you have to line people up. You might call the notary for advice. Stupid requirement.

There are multiple forms, several pages each. You need to make copies for relatives, your doctor and hospitals. That adds up to a lot of copies and a lot of paper that needs to be accurately collated. I suggest you get a stapler and a bunch of manila mailers that are addressed.

You also need cover letters. For example, the copy of the advanced directive that goes to your doctors should have a cover letter explaining that you are sending the directive so it will be in their files in case the need should arise to use it some day.

I also emailed my relatives and told them their will and directive copies were coming and what my general expectations were. I guess it is more traditional to keep it a secret until the end. Depends, I suppose.

Oh, and one of the forms is a narrative that details the disposition of your property. For example, you could say that aunt Mary gets your collection of pornographic statues, Uncle Bill gets the tv and so on.

So, it took me all day to complete the program, get witnesses and notary, collate and mail everything. That is about as fast as possible I think. Afterward, I felt relieved and accomplished. I had more than one drink in celebration.

There is nothing as nice as getting nagging odious tasks done. And the colonoscopy saved my life, so there.

I gave Suze five stars. I have not compared her program to any of the others. The legal requirements are the same and I figure Orman is in a position to hire competent legal and technical people. There is no way to know if everything will go smoothly for my heirs. One could hire an attorney to look it over and that shouldn't take too long.

The program does a good job of guiding you through a complex procedure. You still have to make decisions, of course, but the fact that this all went smoothly and everything printed was very impressive. This was done on a Mac, which is good since programs like this are usually ported to Windows first. Now that Macs also run Windows makes it even more likely to work for you on any computer.

I am impressed with this program and recommend it. I doubt that there is any way to make a will/trust/directive program any easier and I trust that the people behind it are competent. So, five stars.

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