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!
I'm shocked that Suze O would allow her name on this one 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.
Did exactly what I needed it to do, and I'm a Mac user, too. I am puzzled by some of the complaints of Mac users being directed to the website for updates to the program. What is the big deal? You can opt out of storing any sensitive information and you just download and print.
I am very happy with the purchase and am glad to have the powers of attorney included, as well as the choice of standard will or trust. I HIGHLY advise everyone to get this kit and get these essential documents ready. The best kit of its kind on the market!
Suze Orman Will and Trust kit This was a very easy to use book. I have been wanting to make a new will and trust. I am still working on funding my trust. I had no idea what to do and she has letters that add your info. It is very worth the money.
Functionally worked, but everything is online, including your SSAN 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.
not for use with Mac 10.4 The CD will not work with Mac 10.4. When I emailed the tech assistance, they just referred me to an online application of the Will and Trust Kit, which was NOT what I had wanted. I wanted to be able to use the CD in my pc. The online application did NOT update the CD to be able to use it with Mac 10.4
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