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Suze Ormans Organize and Protect Financial System
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Suze Orman's Organize and Protect Financial System

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Suze Orman Organize & Protect Financial System

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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
  • Made in China/USA

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F09250 — Suze Orman's Organize and Protect Financial System

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Suze Orman's Organize and Protect Financial System 3.2 5 112 112
Single professional woman uses this daily I bought this product from QVC many years ago. I am still learning from this product and I recently retired. This product simplified my life, cut stress, and helped me transition from my formal career to a fulfilling retirement with ease. When there is too much stuff in this box, I sort through it and find that there are items I do not need. My life is complicated, but what I actually need for security has been simplified by this product. What I am saying is that this product can contain a sophisticated life in a box. By having this process to follow as time goes by, I know I am protected. I bought this long before it was online so if you do not want to store your stuff online, this product is still worth way more than you can imagine. 03-23-14
What A Waste I purchased the older version and only tried to use it now. Could not open the cd on my lap top and could not get any response for help by telephone or on line. Wish I could return it. 02-03-14
Invaluable Advice, Cheaper than a Lawyer I had purchase Suze's CDs previously, so I had to return it. I would not buy this for the case alone, although I had to think twice. The case does put all your docs in one place and makes it easier for the executor. What you're buying is INVALUABLE ADVICE on how to get your papers in order…If you follow her methods, you can do no wrong. If you went to a lawyer, he will ask you to complete a few forms, the same information the CDs will ask you to gather. But he will charge you a fortune (the will alone will cost you more than $70). Once you have completed everything, bring them to the lawyer (the docs that will be contested by another family member, ie. will, power of attorney, health etc.). Please, please buy this from Suze…I don't know anyone else that does this well like Suze. 02-02-14
Great Product! I am through the first "must have documents" on it a little at a time....the entire program is awesome....everything you need is here....I can't wait until I have it all complete notarized and in the box ready for my sons to have and know all my wishes and have everything right there for them to go through with no being water proof and fire proof is great! Everyone should have this no matter what....and personally I think would make a great gift for you, your adult children and your parents...a REALLY must have!! 02-01-14
Too hard to use I was really excited to get this but when we got it my husband and I started to answer the questions, it just seems to be more difficult then it should be and I like to think he and I are smart enough to figure out what to do. It would not work on my IMac. Had to use our laptop. 02-01-14
Disappointed Do not bother. Does not work on a mac. No help from the company to solve the problems if it can be solved. NO HELP AT ALL. 01-21-14
Disappointed with Suze! We all know the box should also be fireproof! Silly me for making that assumption. In addition, I don't understand why I have to give my social security number over the internet to create a will. 01-20-14
Don't Purchase This ! Got mine a few years ago ..... made from totally cheap plastic and both the clips to open and shut and the hinges are all broken! Save your money and go out and pick up a good one! Fire and water safe. The price for this piece of junk is totally outrageous. And, just my opinion, but I DON'T like a lot of her advice (actually hardly any). My financial advice comes from my CPA son! 01-11-14
own previous version I have the previous version that is in the blue case. I have nothing but good things to say about the system. I even took the cds to work & helped 4 people in my department create medical directives & wills. We had no problem getting all the documents notarized as others have said. I moved across the state line & created new documents appropriate for the new state, my daughter got married & I created new documents to update her name. Making the changes was so easy. I dumped a kayak with my backpack in a lake & got everything wet & just went back & printed a new medical directive I carry with me on trips. I learned the hard way to carry those documents, (along with cell phone, insurance cards etc) in a ziplock bag. I'm buying the newer version & giving the older version to my daughter & son-in-law to start their own organizing of their financial life. 01-11-14
I want to protect my son!!! I have seen this item on television a number of times and thought " I can't afford that right now." It wasn't until I gave birth to my son in 2012 that I decided to get this case. It was the best thing I ever bought on QVC!!! I had a few problems but they got fixed. I recommend everyone. Make this at least one purchase. My son is protected and my Mother is protected. Thanks Suze!!! Thanks QVC!!! 01-11-14
Computer Virus I got this system and thought it was a good idea. I received it and put it in the closet till I had time to set down with it. I sat down a few months later to get started. I put the first disk in my lap top and immediately got a warning that I had a virus that infected by computer and ruined my reader writer and I have not been able to use it since. Beware of these system disks. I would not recommend it to anyone. 01-10-14
Defective I ordered this 3 years ago. One of the clips on the case was broken. I put the Protection Library in cd. Registered all my information and while the cd was playing I was getting blank screens at different intervals through the cd. I contacted the Suze Orman company by email and a letter never heard anything back. Not worth the money in my case. 12-11-13

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