Suze Orman's Organize and Protect Financial System

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Suze Orman Organize & Protect Financial System

Suze Orman's Organize and Protect Financial System gives you the tools and information you need to create and store your most important documents.

Must-Have Documents teaches you how to build wills, trusts, powers of attorney, and more. It contains 75 documents and forms as well as information tailored to laws in all 50 states. Also offers financial calculators and a Manage an Estate tool to guide you along the way.

Insurance Evaluator provides an instant, online appraisal of your insurance needs. Step-by-step instructions are designed to save you money in the areas of home, auto, life, disability, and long-term care insurance. You can also store photos and receipts of your most valuable possessions online.

DNA Lifeline shows you how to create an online profile of you and your family's health information and physical characteristics. Ideal in the case of an emergency, this profile allows you to apply fingerprint images--through the use of five included disposable strips--and also attach photos, dental chart information, and a DNA hair sample.

Protection Library offers a constantly updated nine electronic book resource of laws and regulations. More than 460 pages of information include checklists and worksheets to make sure you're prepared for life's "what ifs."

All of this comes with an integrated, accordion-style organizer and grab-and-go wallet. Both can be stored inside their durable, lightweight case that's also heat- and water-resistant. From Suze Orman.

This item is designed to provide accurate and authoritative information in regard to the subject matter covered. It is disseminated with the understanding that QVC and Suze Orman are not engaged in rendering legal, accounting, or other professional services. If legal advice or other professional advice, including financial, is required, the services of a competent professional person should be sought.

  • Includes four instructional CDs, accordion-style portfolio, silver polycarbonate plastic case, grab-and-go wallet, five fingerprint strips, sheet of key labels, and nine contact cards
  • Case measures approximately 14"L x 15"W x 5"H

About Suze Orman

About Suze Orman

Suze Orman has been called "a force in the world of personal finance" and a "one-woman financial advice powerhouse" by USA Today. A two-time Emmy® award-winning television host, New York Times mega bestselling author, magazine and online columnist, writer/producer, and one of the top motivational speakers in the world today, Orman is undeniably America's most recognized expert on personal finance.

Orman is a contributing editor to "O" The Oprah Magazine, the Costco Connection Magazine, and for the last 10 years, host of the award-winning Suze Orman Show, which airs every Saturday night on CNBC. Over her TV career, Suze has accomplished that which no other television personality ever has before. Not only is she the single most successful fundraiser in the history of public television, but she's also garnered an unprecedented seven Gracie awards, more than anyone in the 35-year history of this prestigious award. The Gracies recognize the nation's best radio, television, and cable programming for, by, and about women.

In October 2010, Forbes honored Orman as one of "The World's 100 Most Powerful Women". In May 2010, Orman was presented with an honorary doctor of commercial science degree from Bentley University. That same month, Orman received the Gracie Allen Tribute Award from the American Women in Radio and Television (AWRT), which is bestowed upon women who play a key role in laying the foundation for future generations of women in media. In October 2009, Orman was the recipient of a Visionary Award from the Council for Economic Education for being a champion of economic empowerment. In July 2009, Forbes named Orman 18th on their list of Most Influential Women in Media. In May 2009, Orman was presented with an honorary degree (doctor of humane letters) from the University of Illinois. In May 2009 and May 2008, Time Magazine named Orman as one of the TIME 100 (world's most influential people). In October 2008, Orman was the recipient of the National Equality Award from the Human Rights Campaign. In April 2008, Orman was presented with the Amelia Earhart Award for her message of financial empowerment for women. Saturday Night Live has spoofed her five times from 2008 - 2010. In 2007, Business Week named Orman one of the top 10 motivational speakers in the world (she was the ONLY woman on that list, thereby making her 2007's top female motivational speaker in the world).

Orman who grew up on the South side of Chicago and earned a bachelor's degree in social work at the University of Illinois. At age 30, she was a waitress making $400 a month.

Information supplied by Suze Orman Media Inc.


Q: Is the product designed for multiple users or does each family member need to purchase their own?
A: Each CD allows for multiple users to set up their own accounts. Simply give the CD to your friend or family member, and they can set up their own profile online. Once each individual profile is set up online, the CD is no longer necessary. However, it is suggested that each household have their own silvertone case to store their essential documents.

Q: What if I have a question about how to use the kit or one of the documents?
A: Simply contact Protection Help by following the instructions printed on your welcome letter or on your CD.

Q: What if I misplaced my welcome letter & CDs and can't remember my user name & password?
A: Simply go to the 'Help' section on SuzeOrman.com. You will be guided as to how to contact Protection Help to have your username and password emailed to you.

Q: If I give my family members the CDs to set up their own profiles, can they order just the silvertone case?
A: At this time, the case is not sold separately.

Q: What if I want to make a change to one of my documents in the future?
A: Simply log in to your profile and choose the document that you wish to update by selecting the 'Edit' option. Click through the questionnaire until you get to the section that you want to update and then select 'Continue'. Then simply print out a new document and follow the printed instructions.

Q: What if my marital status changes?
A: Simply log in to your profile, go to 'Edit Profile', and change you marital status. If there are any additional changes that you wish to make, simply click through the questionnaire until you get to the section that you want to update and select 'Continue'. Then print out a new document and follow the printed instructions.

Q: How often should I update my Must Have Documents?
A: We suggest you review your documents whenever your circumstances change, such as a marriage, a divorce, a birth, or an address change. You should also update your information if you change your mind as to whom you want to include as beneficiaries for your assets or if you have new assets you'd like add to your trust. Simply select 'Edit' to make the necessary changes in your profile or individual documents. All of your documents can also be updated at any time by simply clicking the 'Edit' option for each individual document.

Q: How often do I need to update my DNA Lifeline?
A: It is suggested that you update your profile every six months.

Information provided by Suze Orman Media.

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Reviews & Community QA

Rated 3 out of 5 by 151 reviewers.
Rated 1 out of 5 by CD's just stopped working Idea is so good...but cd's throwing up error messages and cannot startup at all anymore. Tried on Windows 7 and 8, pc and laptop...no-go and nowhere to go for Help. The few documents I got off were terrible looking, too. Seemed like a neophyte computer class "designed" the forms. Not good for such important matters. Should have just put the money towards real professionals. Poor purchase. 07-24-15
Rated 1 out of 5 by EMPTY DISC I have a laptop with the Windows 7 Media Center & Player and either it's unable to play the discs or in one case it says that the "DISC IS EMPTY!" I hate that I waited so darn long before taking it out of the box, I ordered it in January, but not ready, now it's July, I took it out of the closet. I call it my "007 briefcase." Now here I sit trying to get started on a whole new life the Suze Orman way and can't even get the discs to play. My personal CDs/DVDs play. 07-19-15
Rated 4 out of 5 by money well spent We bought this to help organize papers. There was a gas leak to our home and our neighborhood was evacuated. We emptied our safe and put other things into it. We were able to grab it and go. We have told our children about how easy it was to organize documents. We haven't used the CD's as we have wills, etc., but have offered them to our children. We also know it would make things easier for our children if anything happened to us. We are very happy with the purchase. The only thing that I would change is to make it fireproof. 06-24-15
Rated 2 out of 5 by Good idea but haven't used Great infomercial to buy these. Got one for my husband and myself and one for my mom and her husband. I realized my mom and husband would not be able to figure this out and I got too bogged down in the details after about an hour of trying out the first disc. My husband said our accountant advised against using this product. : ( 06-23-15
Rated 1 out of 5 by Like the idea... I have a MAC and it is loaded with the newest version. Plus I also have the latest version of Adobe Acrobat Pro DC which Suze Orman said is needed to open disks. Well, the disks WILL NOT open and I left message for the Orman tech support, plus sent an email to the publisher, HayHouse, Inc. Fortunately, QVC is honoring the return policy, even though I purchased this in January,2015. The idea Ms. Orman has is good, but not executable. And a lawyer is needed to review the documents anyway, so get a lawyer to begin with. 06-20-15
Rated 1 out of 5 by Does not work as described. I purchased the Suze Orman's Organize and Protect Financial System. It will not open on my desktop MAC, even though the hosts said it would. 04-22-15
Rated 1 out of 5 by Good Concept but on an unsupported platform If you have Windows 8 or higher this will not work. It is unbelievable that this product is being sold on the Windows XP/Vista platform both of which are not even supported by Microsoft anymore. The product concept itself is amazing and it will be recognized on Windows 7 but I honestly would not recommend this until it is released on supported Microsoft Platforms. If you have to upgrade your machine from Win 7 this will not be usable for you. 04-21-15
Rated 3 out of 5 by Didn't know you still needed a Lawyer Received my kit and couldn't wait, but after reading "Welcome Letter" Suze proceeds to tell you to bring it to your Lawyer to review your documents, and if you don't have a lawyer, you could contact Janet and hire her !! What a money maker ! Either way you still need a Lawyer.. the presentation is pretty in its silvery box-not fire proof, purple lining. Its being returned.. 04-20-15
Rated 3 out of 5 by Great Concept Great way to get organized and get those all important legal documents finally completed. three suggestions to make perfect 5 star - add an additional folder pocket for non-legal documents like religious as well as jewelry appraisals. Wish case was fireproof with a lock instead of plastic. Would be willing to pay extra for added safety. 04-20-15
Rated 4 out of 5 by case not big enough I have the older set with the blue case. I agree with others that the case is not near big enough to store all your needed papers .Is the silver one any larger? doesn't appear to be.And the case is breaking at the hinges. But the CD's are excellent for getting your will and other papers done. I suggest getting this for the CD's and getting your affairs in order. Then purchase an additional accordion folder at an office store. Also, people remember when you type your review...please don't do it in all caps! Very hard to read ...I just skip over these reviews. 04-13-15
Rated 3 out of 5 by Hinge needs help The Hinge Breaks pretty easily. I purchased one a while ago, but the hinge just broke. It totally broke through every hinge. Not very happy about that. Seems like if it will break. water could seep through. Now I am purchasing another, because maybe it is just some odd flaw. 04-12-15
Rated 1 out of 5 Very Disappointed!!!!!!! I ordered this awhile ago and just got to open the box and wanted to start using the product. The CD's are for Windows XP...outdated....can't use in Windows 8.Thankfully QVC has an excellent return/refund policy. Love QVC... but Suze needs to get her act together and have updated disks or have only online availability. So disappointed in this product for that reason. Not going to fool around with this...back it goes. 04-12-15
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