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Suze Orman's Protection Portfolio, by Suze Orman
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Suze Orman's Protection Portfolio
- Sales Rank: #981281 in Books
- Published on: 2002
- Number of items: 1
- Binding: Paperback
- 159 pages
Most helpful customer reviews
49 of 52 people found the following review helpful.
CAN'T EVEN BEGIN TO TELL YOU HOW IMPRESSED
By Steve
I was blown away with this product but not or the reasons you may think. The whole thought doing my will and trust was a bit morbid -- I have been putting it off for years. Even though the audio was very informative and Suze took you though the questionniare step by step; I had some unsual circumstances so I still had specific questions as to my personal situation. I expected when I contacted customer service to receive some generic response back but instead my questions were personally answered by Suze's trust attorney.
As much as I loved the program, I intially found the will was not adequate for my needs since I wanted to leave cash gifts to several nieces and nephews -- when I expressed my dilema to customer support they told me they would get back to me -- I was shocked when they told me in the update they were working on they would be adding this option in the will. I just downloaded the update and I can now leave cash gifts to my relatives. I had an attorney friend review the will to get his thoughts and he told me it was one of the best wills he has ever seen
The program is fabulous, easy to use, informative -- everything you would expect from Suze Orman; I just never thought I would get this level of customer service from a product under $20.
56 of 60 people found the following review helpful.
Happy camper with this one
By M. Pedersen
I was very much helped by this software. It provided me with everything that I needed to create the will and trust forms that I should have done yeas ago but postponed because of the high cost of having a lawyer helping me out with it. It's an incredible value. Very easy to follow. It's like your teacher is standing behind you looking over your shoulder giving you instructions every step of the way. No snags whatsoever--and I did it for some other family members as well. Could not be happier ---for the money I paid--I got a lot done.
37 of 38 people found the following review helpful.
SO MUCH MORE THAN A WILL TRUST KIT
By Stay At Home Dad
I must tell you this product is so much more than just a Will & Trust kit. I was able to get my passport, and replace my birth certificate and get my Dad's military records using the links in the More Documents section. It includes 10 electronic guidebooks with detailed information. And the CD-ROM even includes helpful calculators on everything from term insurance to retirement to getting out of credit card debt.
The will & trust docuemtns were easy to create and the audio was very informative.
I would recommend this product highly.
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