Posts Tagged ‘trust’
Suze Orman’s Protection Portfolio: Will & Trust Kit. The Forms You Need Today to Protect Your Tomorrows
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.
Price: $29.95
Other Sites About Wills and Trusts
Suze Orman’s Will & Trust Kit: The Ultimate Protection Portfolio
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!
Price: $19.95
Other Sites About Wills and Trusts
Suze Orman Will & Trust Kit
This is an easy-to-use and fast way for you and other members of your household to create your own advance directive, also known as a living will, durable power of attorney for health care, 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!
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!
Price: $19.95
Other Sites About Wills and Trusts
Wills Versus Living Trusts
Learn the Difference Between a Will and a Living Trust – Video by Estate Planning Attorney Steven W. Allen
Other Sites About Wills and Trusts
Estate Planning Do’s and Don’ts
www.markjkohler.com – Estate Planning Do’s and Don’ts. For more information go to http
Other Will Sites
Power of Attorney Advise
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