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Suze Orman’s Living Trust and Will Must Have Documents Review

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Category:Technology

Summary:

If you own a home or any sizable asset(s) and you don’t have a Living Trust and a Will this could be just what you need. The traditional process of finding a lawyer, you can trust, can take time and cost on average between $2,000 and $2,500.

Review:

If you own a home or any sizable asset(s) and you don’t have a Living Trust and a Will this could be just what you need. The traditional process of finding a lawyer, you can trust, can take time and cost on average between $2,000 and $2,500. Depending on the complexity of your estate and the availability of your lawyer it can take weeks to finalize your documents so that when you are done you can have your Living Trust and Will notarized to finalize the process. You may still need to update your bank and mortgage records if needed after notary.

We gave Suze Orman’s single (1 CD) to a 69 year old woman who is disabled and working with her 44 year-old daughter within one hour they had created a fully executable Living Trust and Will. The primary purpose of the daughter was to assist the mother as she thought about how she wanted her estate to be managed if something were to happen to her. The CD walks the user through, in an audio or written format, simple questions to develop a customized Living Trust and Will and all associated documents for each user so that when completed each document can be notarized. The CD supports the creation of a
Living Trust and Will for all US states. The CD also supports both Mac and Windows users.

We found the Must Have Documents available at QVC. Included documents are:
•Will
•Revocable Trust
•Financial Power of Attorney
•Durable Power of Attorney for Healthcare & Advanced Directive

If you were to require changes to an existing Living Trust and Will you would likely go back to your attorney that originally drafted your Living Trust and Will documents. This process will likely cost you several hundred dollars more. With Suze Orman’s single CD you are able to simply go back through the questions and easily revise your Living Trust and Will. We found the cost of Suze Orman’s collection to be very reasonable.

When an individual becomes disabled money can become an issue. The thought of spending money to protect what you have already built when faced with the potential of thousands in legal fees can be daunting to think about let alone pursue. We feel Suze has done a really great job of helping people protect their assets while not breaking their bank. Your local bank may offer notary services on staff and they may offer their services for a small fee or for free.

QVC: http://www.qvc.com/Suze-Ormans-Organize-and-Protect-Financial-System-Search-Results.product.F09603.html?sc=F09603-SRCH&cm_sp=VIEWPOSITION-_-2-_-F09603&catentryImage=http://images-p.qvc.com/is/image/f/03/f09603.001?$uslarge$

This program is also known as the Protection Porfolio or the Will & Trust Kit.

Questions About the Must Have Documents Program

http://www.suzeorman.com/contact-us/questions-about-the-must-have-documents-program

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