Product 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.

Product Details

• Amazon Sales Rank: #476386 in Books
• Published on: 2002-12-30
• Format: Audiobook
• Original language: English
• Number of items: 2
• Binding: Paperback
• 169 pages

About the Author
Suze Orman is the author of three consecutive New York Times bestsellers, The Road to Wealth, The Courage to Be Rich, ISBN: 1-57322-125-2, and The 9 Steps to Financial Freedom; ISBN: 0-609-80186-4; and the national best seller, You've Earned It, Don't Lose It. Her newest book, The Laws of Money, The Lessons of Life: Keep What You Have and Create What You Deserve, will be published by the Free Press in March 2003. A new PBS-TV special based on the book will air March 1-16, 2003. The personal finance editor on CNBC, Suze hosts her own national CNBC-TV show. She is also contributing editor to O: The Oprah Magazine. Suze wrote, co-produced and hosted three PBS pledge shows based on her best-selling books, which are among the most successful fundraisers in the history of Public Television. Suze has appeared numerous times on Oprah, Good Morning America, CNN, CNNfn, and CNBC.

Customer Reviews

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

Suze makes money easy to handle
This is a great system, and has all the necessary paperwork to get you started. You might want to check out QVC.com, they have this same package plus a storage component, and other QVC exclusives, it is well worth the extra [$$$]. it helps you store everything in one place. Remeber Suze designed this system for QVC, you will get much more bang for your buck there.

Very professional and easy-to-use
I am a Certified Financial Planner licensee, and I can not believe the value and quality of this book and CD. I used the Estate Planning module for myself and my mother. It seems very easy to use, is updateable, and comes with audio discussion by attorneys on the different forms. A wonderful, practical product. I highly recommend this to anyone.