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Suze Orman's Will & Trust Kit Hardcover – April 1, 2007


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Product Details

  • Hardcover
  • Publisher: Hay House Inc (April 1, 2007)
  • ASIN: B001E7O5GI
  • Average Customer Review: 3.4 out of 5 stars  See all reviews (142 customer reviews)
  • Amazon Best Sellers Rank: #10,231,523 in Books (See Top 100 in Books)

More About the Author

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, #1 New York Times bestselling 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 has written seven consecutive New York Times bestsellers and has written, co-produced, and hosted six PBS specials based on her books. She is the host of the award-winning Suze Orman Show, which airs on CNBC and XM and Sirius radio, and a contributing editor to O: The Oprah Magazine.

Orman was twice named one of the "Time 100," Time magazine's list of the world's most influential people, and was the recipient of the National Equality Award from the Human Rights Campaign. In 2009 she received an honorary doctor of humane letters degree from the University of Illinois at Urbana-Champaign.

Orman, a Certified Financial Planner™ professional, directed the Suze Orman Financial Group from 1987 to 1997, served as Vice President--Investments for Prudential Bache Securities from 1983 to 1987, and was an account executive at Merrill Lynch from 1980 to 1983. Prior to that, she worked as a waitress at the Buttercup Bakery in Berkeley, California, from 1973 to 1980.

Customer Reviews

It was very informal and detail, very easy to understand.
W. Lim
The software does not allow you to electronically save (And modify) the forms - you must print them immediately.
eminence
I can't believe someone with the status of Suze Orman would allow her name on this software.
zen_reader

Most Helpful Customer Reviews

287 of 297 people found the following review helpful By Janet Dobrovolny on August 1, 2005
Format: CD-ROM
Hello, I am the Trust and Wills attorney that worked with Suze Orman to create the Suze Orman Will and Trust kit. I appreciate the opportunity to respond to a user whom posted concerns here.

* He expressed concern that there is a lack of clarity in a section of the will that could cause confusion. The sentence in question is:

"I nominate Mary Smith to act as my executor. If Mary Smith cannot serve then John Smith is to serve as the executor of my will."

The questions is whether the second sentence requires the insertion of a comma to avoid any confusion. This section, as written, is clear and correct. There is no confusion about who is being named as executor. And that is the guiding principle for the courts; is the intention of the person making the will clear to the reader. As written this program I believe you the reader can see that it is absolutely clear.

The poster also pointed out a grammar error in an instruction letter. We thanked the fellow for pointing out that there is a change of tense in the letter. This has been corrected and recently posted in a free update that is included with the program. But rest assured the letter's intent was clear even with the tense issue; I have complete confidence in the content of the letter. The cover letter provided in the program is a courtesy letter, much like a fax cover sheet and has no legal significance. To view the letter please go to: [...]

* The same person expressed concern in his original post to the help website, about the use of what he called "boiler plate" language and the inability to delete text from the will document. The specific concerns were two passages dealing with children and minors.
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248 of 261 people found the following review helpful By John Schaffer on May 26, 2008
Format: CD-ROM Verified Purchase
This software installed easily on my MacBookPro with OS v10.4.11. Then the application started and explained that ALL the information, including social security numbers, dates of birth, etc., etc. are stored somewhere online. You have the option of exempting certain information but you then have to re-enter it each time. As with any end-of-life planning, there is highly detailed personal information about financials, property, etc. that I am completely uncomfortable about storing in the ethers regardless of assurances of complete security. I was hoping this was a piece of software fully contained on the laptop and used the internet solely to update forms and push changes to the laptop. Further, the fact that all this personal data is stored somewhere online is not explained anywhere on the outside of the box or on any of the paper inside. Had I been aware, I would not have made this purchase. Supposedly there is a way to replicate the online stuff to the laptop but even this is only a disconnected version of what is already online. Not at all happy.
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100 of 104 people found the following review helpful By E.Astor on March 7, 2003
Format: Paperback
This is a great system, and has all the necessary paperwork to get you started. You might want to check out QVC.com, they have this same package plus a storage component, and other QVC exclusives, it is well worth the extra [$$$]. it helps you store everything in one place. Remeber Suze designed this system for QVC, you will get much more bang for your buck there.
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93 of 97 people found the following review helpful By Carlgo VINE VOICE on June 8, 2007
Format: CD-ROM Verified Purchase
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.
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168 of 181 people found the following review helpful By Steven Madden on October 31, 2006
Format: CD-ROM
How sad when a group of people who do not know how to read the directions or work a computer can post negative comments about one of the best will and trust programs out there. I bought the program after I read the review in PC WORLD comapring other Will & Trust kits and they said Suze Orman's Will and Trust Kit is not only a great value, but the easiest of the three will-preparation packages. By the way the kit allows for multi-user use so not only did I create my own documents for my wife and I but then I gave the CD to my brother and he downloaded it in his computer to create his and his wife's documents. If you need to make a change -- updating couldn't be easier -- when my son was born I simply updated the information in my will by added him as a beneficiary and printed out a new will -- now my whole family is protected. None of us experienced any printing problems and by the way I use a mac and they use PCs.

Below is what PC World said about Suze's kit, (the aritcle is still on PC world website if you want to read the entire text comparing all the kits on the market): "For just $13.50, Suze Orman's Will and Trust Kit is not only a great value, but the easiest of the three will-preparation packages I tried. With the same demonstrative and instructional tone she uses on her PBS television shows, Orman provides audio voice-overs at just about every step. Sometimes they are annoyingly dumbed-down but, for the most part, they help to explain exactly what you are filling in on each page of the legal form--and why.When a more detailed legal explanation is needed, Dobrovolny, Orman's attorney, chimes in.
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