Suze Orman's Will & Trust Kit: The Ultimate Protection Portfolio (CD-ROM)

~ (Author)

Editorial Reviews

Product Description

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!

 

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, 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.

Product Details

• CD-ROM
• Publisher: Hay House; Cdr edition (April 1, 2007)
• Language: English
• ISBN-10: 1401918999
• ISBN-13: 978-1401918996
• Product Dimensions: 7.4 x 5.3 x 1.4 inches
• Shipping Weight: 2.4 ounces (View shipping rates and policies)
• Average Customer Review: 3.5 out of 5 stars  See all reviews (21 customer reviews)
• Amazon.com Sales Rank: #67,124 in Books (See Bestsellers in Books)

  Popular in these categories: (What's this?)

  #17 in	Books > Nonfiction > Law > Practical Guides > Wills
  #20 in	Books > Business & Investing > Personal Finance > Estate Planning
  #21 in	Books > Professional & Technical > Law > Taxation > Estates & Trusts

Customer Reviews

Most Helpful Customer Reviews

89 of 92 people found the following review helpful:

1.0 out of 5 stars Functionally worked, but everything is online, including your SSAN, May 26, 2008

By	John Schaffer (Blacklick, OH) - See all my reviews

Amazon 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.

47 of 49 people found the following review helpful:

5.0 out of 5 stars Happy camper with this one, December 13, 2007

By	M. Pedersen - See all my reviews (REAL NAME)

I was very much helped by this software. It provided me with everything that I needed to create the will and trust forms that I should have done yeas ago but postponed because of the high cost of having a lawyer helping me out with it. It's an incredible value. Very easy to follow. It's like your teacher is standing behind you looking over your shoulder giving you instructions every step of the way. No snags whatsoever--and I did it for some other family members as well. Could not be happier ---for the money I paid--I got a lot done.

33 of 34 people found the following review helpful:

1.0 out of 5 stars I'm shocked that Suze O would allow her name on this one, August 10, 2008

By	D. Rosebaugh "zim_reader" (Calif) - See all my reviews (REAL NAME)

Amazon Verified Purchase

I don't have a huge estate, and thought this would work for me. I am shocked to see that SENSITIVE INFORMATION, your SS number, account numbers, date of birth, address, EVERYTHING, is stored on some server somewhere in cyberspace! Hackers would find this server a TOTAL GOLDMINE!! I selected the option not to save my data to the server, but to export it to my own computer, and import it next time I used the software. After filling in a good deal of sensitive information, I found no option to save it, and ended up exiting and losing it all. Throughout the use of this software, I had to click on a disclaimer, and warned to have a lawyer look at the documents it produces to be SURE they are complete, etc. I looked on the CD for "help" files, and found that the entire "program" consists of four tiny files, just enough to get you online. EVERYTHING is done online. There's nothing on the box that explains this. I would never have bought this had I known it's vulnerability. I can't believe someone with the status of Suze Orman would allow her name on this software. I've lost my respect for this lady.