Suze Orman's Will and Trust Kit: The Ultimate Protection Portfolio

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Overview

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 ...

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Overview

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!

 

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Product Details

  • ISBN-13: 9781401905675
  • Publisher: Hay House, Inc.
  • Publication date: 1/28/2005
  • Format: CD
  • Edition description: Kit
  • Product dimensions: 6.30 (w) x 7.54 (h) x 1.33 (d)

Meet the Author

Suze Orman

Suze Orman has been called "a force in the world of personal finance" and a "one-woman financial advice powerhouse" by USA Today. A two-time Emmy Award–winning television host, New York Timesmega best-selling author, magazine and online columnist, writer/producer, and one of the top motivational speakers in the world today, Orman is undeniably America’s most recognized expert on personal finance.

Orman is the contributing editor to "O" The Oprah Magazine, the Costco Connection Magazine, and for the last eight years host of the award-winning Suze Orman Show, which airs every Saturday night on CNBC. Over her television career, Orman has accomplished that which no other television personality ever has before. Not only is she the single most successful fund raiser in the history of Public Television, but she has also garnered an unprecedented six Gracie awards, more than anyone in the 34-year history of this prestigious award. The Gracies recognize the nation’s best radio, television, and cable programming for, by, and about women.

In October 2008, Orman was the recipient of the National Equality Award from the Human Rights Campaign. In May 2008, Time magazine named Orman as one of the TIME 100, The World’s Most Influential People. In April 2008, Orman was presented with the Amelia Earhart Award for her message of financial empowerment for women, and Saturday Night Live spoofed her three times during 2008.  

           Orman, who grew up on the South Side of Chicago, earned a bachelor’s degree in social work at the University of Illinois, and at the age of 30 was still a waitress making $400 a month.

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  • Anonymous

    Posted April 29, 2005

    Only for the most basic of wills

    This kit is set up to follow a basic format for wills based on a lot of assumptions and does not allow you to deviate much from it. For instance, if you are married, it automatically lists your spouse as your executor. Although you may list an alternate executor if your spouse is unable to perform the duties of an executor, you cannot name anyone else other than your spouse as the primary executor. If the program allows you to, it is not readily apparent. Also, the program provides for different ways to divide your estate (by percentages, by equal shares, etc.) but it does not allow you to make a bequest of a specified amount, e.g. $10,000 to so and so. Because I wanted to name someone other than my spouse as the executor of my will and I wanted to make a monetary bequest to a charity and leave the remainder of my estate to my children, I got frustrated with the program and ended up buying another kit.

    2 out of 2 people found this review helpful.

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