Suze Orman's Protection Portfolio: Will & Trust Kit. The ... (ISBN 1401901786)

Book Description:
Suze Orman's Protection Portfolio contains everything you need to create your own Will and Revocable Living Trust and many more essential documents. Both PC and Machintosh compatible. The package includes a CD-ROM with more than 40 easy-to-use forms and documents, valid in all 50 states; 2 instructional CD's; a comprehensive guidebook; and emergency contact cards. The Protection Portfolio comes with more than 40 forms and Website links that cover practically every important aspect of your financial life -- whether you're married, single, in a domestic partnership, or just living together -- from a will and a revocable living trust to home ownership, credit card debt, and replacing your birth certificate. The forms can be easily personalized over and over so your friends and family members can also benefit. Here is just a few of the forms contained within the Protection Portfolio: * Will * Revocable Living Trust * Financial Power of Attorney * Cohabitation Agreement * Durable Power of Attorney for Health Care * IRA Beneficiary Designation Form * Request a Credit Report * Request Removal of Incorrect Information by Creditor * Birth Certificate Request * Marriage Certificate Request * Divorce Decree Request * Death Certificate Request * Application for Passport by Mail * Application for Social Security Card (New, Replacement, or Name Change) * Military Records Request * U.S. Immigration and Naturalization Services Online Catalog of forms ... and many more! The Protection Portfolio Guidebook This guidebook contains over 160 pages of vital information, including detailed instructions that will assist you in protecting and making the right decisions in the ten most vital areas of your financial life -- from understanding your credit report and protecting yourself against identity theft, to how to take title properly on your home, to what you need to do when a loved one dies. This guidebook also includes worksheets and checklists to make sure you are thoroughly prepared for the "what-if's" of life. The CD-ROM Protection Portfolio Forms This CD-ROM provides more than 40 easy-to-use forms and documents, valid on all 50 states. It includes the most essential estate planning documents that Suze believes everyone must have. The CD-ROM also provides critical forms that allow you to correct your credit report and request military records; order Social Security annual statements and copies of personal documents such as birth and marriage certificates. It even includes a form to create a cohabitation agreement. On the CD-ROM, you'll find a host of links to government and other Websites that will provide you with additional important forms to download; and information to keep your essential legal documents up-to date. The Protection Portfolio Instructional Audio CDs Suze and her personal trust attorney, Janet Dobrovolny, come right into your home via two audio CDs to give you a mini-tutorial that takes you clause-by-clause through the four most essential documents that are a must-have for almost everyone: a Will, a Revocable Living Trust, a Durable Power of Attorney for Health Care, and a Financial Power of Attorney. The Protection Portfolio Emergency Contact Cards Your system includes a sheet of none wallet-sized cards on which to list your emergency names and numbers so that your loved ones always know whom to contact. The card fits into your wallet for easy access. Extra cards can be given to family, friends, and care providers -- so in case of emergency the appropriate people are notified. The Protection Portfolio Help Site Suze Orman's Protection Portfolio includes a password to access the "protectionhelp" section at Suzeorman.com, where you'll be able to obtain help if you're having trouble accessing your CD-ROM, completing a form, or understanding any part of the Protection Portfolio system. So that your always up-to-date, the Website provides free downloads of the most recent version of the CD-ROM.

Get the Suze Orman Will & Trust kit instead:
Dear Amazon Customers: Are you surprised that I myself have given my own product a one star rating? Dont be for you know I am always honest with you. Please be aware that at the time when this product was created (which was years ago now) that at that time it was great! It was the best the technology could offer at a price that everyone could afford. However since that time I have totally been able to 1000% improve it with the latest version which is under the title Suze Orman's Will and Trust Kit. I do not want you to waste your hard earned money on this version when for the same amount of money you can have the latest and the greatest. The new Will and Trust Kit answers all the criticisms in the reviews on this page and even more that needed to be addressed. This old version is browser based so you cannot save your information for security reasons, the new version on the WILL and TRUST KIT is on a CD ROM that can be downloaded onto your computer. This allows you to then give the disc to a friend or family member for them to download etc. So one kit can serve the entire family. The Will and Trust Kit not only has the CD ROM but it also has ten electronic books on the CD itself along with automatic updates of all the forms, so when changes happen you can for free get what you need to know. The new kit allows you to simply answer questions and it picks the forms you most likely should have and then fills in the information from your answers directly into those forms. The old version does not do any of this. The Will and Trust kit has the trust lawyer Janet Dobrovolny ( my trust lawyer who created this kit) verbally taking you through your forms via the audio format and you also can print out the directions and or read and listen to them on screen. There are over 50 forms on the new version, over 90 weblinks and 15 calculators. Please note: You DO NEED internet access to make the most of the updating process of the new Will and Trust Kit. I could go on and on, but the bottom line is I want you to get the most for your money and this old version of the Protection Portfolio, the page you are currently on, will not give you that but Suze Ormans Will and Trust Kit will. I would love if Amazon took this old version off all together and we have asked and asked them to do so, but that is not how they work so what to do, but now you know what I think. Thank you for taking time to read this. Suze Orman

Great Value/40 Forms/PC & Macintosh Compatible:
"Please take the necessary steps today to protect your tomorrows." ~Suze Orman I was amazed at how much you can get these days for twenty dollars. This packet has one book filled with form samples and information, A CD-ROM with forms for various documents and two instructional CDs. Suze Orman has created this protection portfolio so you can easily create a Will, a Revocable Living Trust or even a Cohabitation Agreement. She explains the most important documents that everyone must have and then explains how compiling these documents ahead of time will help prevent worry and stress if the unexpected occurs. You will find forms and websites for the following information: Credit Report/Card Documents Important Personal Documents Home Ownership Documents Personal Insurance Documents Social Security Documents Retirement Plan Documents Investment Documents Estate Planning Documents The book is divided up into 11 main chapters. The list of how long to keep various documents was very interesting. Suze shows you how to get rid of financial clutter all while organizing your documents. Then, she shows you how to get credit reports or file complaints with a Credit Bureau. Chapter three delves into Personal Documents. Here you can collect documents listed in the Important Personal Documents list. Chapter four deals with Home Ownership. Then on to documents about automobiles, recreational vehicles and boats. Chapter six delves into the area of Personal Insurance Policies and Records. Chapter seven explains social security statements and cards. Chapter eight explains Retirement. Investments, Estate Planning Documents and Tax records complete this comprehensive book. In the back of the book you will find a unique "Protection Portfolio Filing System." You can order additional items for about the same price as this portfolio. Other features include: The Protection Portfolio Emergency Contact Cards The Protection Portfolio Help Site Suze Orman is a contributing editor to O: The Oprah Magazine and has been called "a force in the world of personal finance." She is definitely organized and finally the world of Wills, Advanced Directive and Durable Power of Attorney all start to make sense. Life is complicated, but Suze Orman makes this all seem so easy to understand. ~The Rebecca Review

Good book, Poor Software:
While the information in the book was informative, I'm surprised at the poor quality of the software used to generate forms. The software does not allow you to electronically save (And modify) the forms - you must print them immediately. Information does not transfer from one form to the next, you must retype information endlessly. Was most surprised that someone of her prominence wouldn't seek out a better software vendor.

Suze Orman's Protection Portfolio:
I found this product extremely disappointing and not worth my time or money for several reasons: 1) the audio is condescending and difficult to avoid, why not just let me read it if that is my preference? 2) you can't print out the tutorial pages so you have to go back and forth to refer to them again, which can sometimes be several screens back, 3) you cannot enlarge the screen image to fit your computer screen or move it to the side if you want to open another program to get information to fill out the Orman requirements. Being able to enlarge the screen would be a great benefit for me as I have poor eyesight-- which is the very reason I bought a 20" screen, 4) Suze Orman is on every screen. She's attractive but is spending too much time promoting herself over developing a good product, 5) you can not change the typeface from Courier (Times Roman would be nice) or change the page margins. The final document looks like it was produced in the 1920s. 6) when you print out the draft documents there are inexplicable holes in some of the paragraphs. They are aware of this problem (once they finally answered my email inquiry) but don't seem to think it is important to fix before releasing the product for sale. Why should I have to get to the end of the program before finding this out? 7) you can't continue to the next screen without hitting the "continue" button. Give me a break and let me press my return button instead of having to move my cursor around. The whole program seems to be a protoype to test on us unsuspecting customers.

It messed up my printer:
The CD looks okay, and then when you go print the documents it completely messes up my printer, to the point that I wasted an entire new package of paper and still cannot print anything on my printer.