Suze Orman's Organize and Protect Financial System
I seldom recommend anything. However, this is one I've recommended to everyone I know. Purchased it for my parents, and the whole family has used it. Love it.
Returned it unopened
With all the bad reviews I could'nt take a chance on it not working and getting stuck with a worthless product.
Not recommended for windows 7
Would be perfect if it would work on Windows 7.
I wanted this to work so I tried it on my Windows 7.
Hope that Suze comes out with a new version.
Returning it tomorrow.
Preview Your Review
I received this today and I loaded all CD's on my computer to make sure they worked because some reviews said they would not load. Mine all worked fine. As for the complaints that the case was cheap and did not seal tightly, all I can say is mine seals up very tightly, is not cheaply made. as for not having a lock, so what, if some one wants to steal the stuff inside, they would just take anything that is locked and break it open anyway. I want it to be convenient for whatever family member needs to get into it if I die,
It is super simple and for those of you that complained because the insert says to have your lawyer look at it, hey it is just a suggestion to make sure you did not miss something. Don't do it if you do not want to, for the majority of us these forms will do exactly what we want it to. If you have a huge estate then you can afford a lawyer to fill them out for you anyway!!
Great idea - but this kit has old DVD's that are not compatible with Windows 7 or 8. Very disappointing, since I had bought an earlier version of this kit a few years ago and only bought this one to update the older one. Never imagined Suze would send old technology!
Preview Your Review
As with other reviewers, I was unable to have the time to use this product, until recently. I inserted the disk into my new Dell 8.1 laptop. Entered all of my children's info; printed out the draft; but could not open the Final Version. Too much money wasted and too late to return. This is the second Suze financial kit, I've ordered. It would be great, if it worked.
I used this in the older version and will now get this one to update. All the CDs work. (I have a Mac). I printed out all my documents and had then notarized.
I think it is so funny how people are making a big deal that they are advised to have the documents seen by an attorney. It's like saying "talk to a doctor before using this exercize equipment." AND - OF COURSE an attorney will tell you the documents "may" not be good. Pahlease! They want you to hire them. Don't be fooled by attorneys.
If you have your wishes in a revocable trust and will and are notarized, then they are legal. period! There are will's written on plain paper that are legal.
I think it's very helpful and very organized.
Perfect For Loved Ones
My husband and I purchased this years ago when it was a green box. We were so impressed we bought one each for our two daughters and my mother. We outgrew the green box and upgraded to the current silver attaché case.
If you have ever had to bury a family member that was not prepared with no documents in one place you would see the importance of being organized.
This box helps a person to evaluate all their important papers and get their life in order.
We have done everything to help our daughters settle our estate easy peasy when that day comes.
If we have an emergency and had to quickly evacuate our home we know we can grab and go.
The silver attaché box works fine...I suggest get it done and don't let it collect dust or sit in a hot garage.
Don't be remembered by your loved ones in a bad way because they have to waste precious time or money to find your legal documents.
It's the right thing to do and that way the survivors can close the estate with ease.
This product is invaluable!!!
I received this product as a grift several years ago and found it to be invaluable. I have updated my trust, will, advance directive, etc. several times; all without much effort or difficulty. As far as completeness and thoroughness is concerned I've had all my documents reviewed by a close friend who is an Estate Tax Attorney for the IRS. Her impressive was the package completely covered all my needs. She had only several minor suggestions; i.e. changing the state laws governing the trust from that of California to my home state, whose laws are a little more favorable for my particular situation. Finally I don't use the case; instead I keep the documents in a safety deposit box which is relatively inexpensive.
Getting peace of mind
I am finally getting AROUND to working with my kit which I purchawed about a year ago from QVC. I am so excited to be starting on a project that will bring PEACE OF MIND - I began working on the first folder yesterday, it's the Social Security folder. I am only just beginning to realize how important it will be for us to have everything in ONE SAFE PLACE. It took about an hour for us just to find our Social Security information and cards for the folder! Today, we will MOVE ON to the next folder and begin the work on getting it all in one place, too. Day by Day we'll get ourselves in order with this wonderful kit.
Yes it DOES work on a Mac
I do not know what the people who said it does not work on a MAC are doing, but either they have a real old computer, or they are not following the directions. I have an IMAC and it works beautifully on it. The previous version that I used a few years ago, worked on an IMAC as well (the blue box). I just bought this one, so that I could give the blue box itself to my daughter. We both have Living Trusts written with the Suze Orman software, and when I compared the overall language with the Trust my mother had, which was written by attorneys (and cost her over $800.00), the language was pretty much identical. All of the same issues were spoken to, and then some. I have to update my trust, so I decided to get the new software. And, like I said, I just popped it into my IMAC, opened the app, and signed in with my original account. It brought my information right up. I was able to update everything in just about 20 minutes. I am currently dealing with my mother's trust, unfortunately, as she passed away recently. My advice is use this software, because if she could have updated my name change as easily as I could now, I would be having less headaches! The two pages that I had to update in mine printed out exactly the same, and I am able to just insert those pages into my trust document replacing the old pages, and no one is ever going to be able to tell that they are new pages. This program is pretty great.
No activation code
I like to think that I can follow instructions. Tried to use the CDs and it asked me to use my activation code. Looked on the CD - nope, looked at the limited information in the "system" - nope, looked at FAQs - NOPE! I'm done - back it goes