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 $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 ...

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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!

 

Product Details

  • ISBN-13: 9781401918996
  • Publisher: Hay House, Inc.
  • Publication date: 4/28/2007
  • Product dimensions: 5.30 (w) x 7.60 (h) x 1.40 (d)

Meet the Author

Suze Orman
Suze Orman
Suze Orman is a two time emmy award winner and the author of six consecutive New York Times bestsellers: Women & Money, The 9 Steps to Financial Freedom; The Courage to Be Rich; The Road to Wealth; The Laws of Money, The Lessons of Life; and The Money Book for the Young, Fabulous & Broke.
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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.

    1 out of 1 people found this review helpful.

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