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Suze Orman's Will & Trust Kit: The Ultimate Protection Portfolio Multimedia CD – April, 2007

3.3 out of 5 stars 168 customer reviews

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Multimedia CD, April, 2007

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Editorial Reviews

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.

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Product Details

  • CD-ROM
  • Publisher: Hay House; Inn Mac PC edition (April 2007)
  • Language: English
  • ISBN-10: 1401918999
  • ISBN-13: 978-1401918996
  • Product Dimensions: 7.6 x 6.6 x 1.4 inches
  • Shipping Weight: 2.4 ounces
  • Average Customer Review: 3.3 out of 5 stars  See all reviews (168 customer reviews)
  • Amazon Best Sellers Rank: #1,069,511 in Books (See Top 100 in Books)

Customer Reviews

Top Customer Reviews

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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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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Format: CD-ROM Verified Purchase
The trust(s) created by this program use California law, no matter what state you live in. A joint trust created with this program says that all property transferred to the trust will be community property. A joint trust created by this program also waives each spouse's rights under California Family Code section 2640. Don't know what community property is, or what section 2640 says? Too bad.

Before printing any documents, the program makes you agree to a disclaimer that says you should consult an attorney. Unfortunately, if you're not in CA, it may be difficult to find an attorney who wants to give you a legal opinion about CA law.

The trust included does absolutely no estate tax planning. It's good that the authors are up-front about this, but it would be helpful if the materials on the outside of the box explained that if you've got more than $1 million in property, the authors think you should avoid using their program and see an attorney instead.

Ultimately, to generate an estate plan using this software, you're going to have to click over and over again to "AGREE" to a disclaimer that tells you these documents should be reviewed by an attorney before they're actually used; that the authors are not providing legal advice; that the authors accept no responsibility for your actions. Would you hire an attorney who gave you documents while asking you to sign a document agreeing not to sue them if the document turned out to be useless, or worse?

The trust created by the program can be modified entirely after the death of the first spouse - so there is no protection in place to preserve assets for the joint children if the surviving spouse remarries or needs Medicaid-funded nursing home care.
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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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Format: Paperback Verified Purchase
I am a Certified Financial Planner licensee, and I can not believe the value and quality of this book and CD. I used the Estate Planning module for myself and my mother. It seems very easy to use, is updateable, and comes with audio discussion by attorneys on the different forms. A wonderful, practical product. I highly recommend this to anyone.
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