Suze Orman's Organize and Protect Financial System
I agree "excellent system"!
I am in this industry and I am screaming GREAT compliments about this kit. Get it, set a day aside, have your pc and printer ready, complete the templates, print them, go to the bank to notarize what needs to be notarized, deliver copies of same to whomever you need to have copies kept #ie: executor, your lawyer, your Suze suitcase# and then get on with your life!! I am unaware of any other tool like this to expedite and organize one's financial world so quickly, without stress, and so affordably. This kit is truly FUN and EDUCATIONAL to use, not too mention NECESSARY for all of us. Without this organized tool, one would need several people, lots of money, lots of time, and lots of running around in order to get these urgent resources completed. This alone could discourage folks from preparing and understanding the importance of wills, advanced directives, power of attorney forms, etc AND all of the wonderful current and reliable easy to follow education that comes via the CD's is interesting, fun, detailed, and should answer most if not all questions one could have. Your "Personal Financial Consultation" from a professional is IN the using and completion of this system. One day, a pc, printer, paper, notary and you are done! A MUST have and "do". Thank you Suze.
Being a former legal secretary, I knew from typing Wills that most of them are done on a boilerplate and wanted to see if I could do my own Trust and Wills. I finished them and took them to a Will & Trust attorney here in Nevada to have the Trust reviewed as recommended. I was charged only $150 and was told that the Trust was not only valid in Nevada but very well written. The attorney said that I could return with my husband and 2 witnesses to have the documents notarized and then I will move on to funding the Trust. The attorney said that she would help if needed but she was very impressed with the thoroughness of the Trust. The case provides an excellent system for organizing all the important papers that need to be available to settle the estate and the disk allows you to print out instructions on what to do upon death. Once I have completed the funding of the trust, I can put the case away knowing that I have planned for every eventuality. This was a huge expense saver and I highly recommend it.
Does not work with Mac
Does not work with Mac desktop, i'am running Maverick operating system.
I'am returning tomorrow.
Works with Window 7
I received the Financial System the other day ... It looks great but I was worried that the all important software said Windows XP/ Vista Compatible. I know the system was developed in 2010... but was glad to see it connected and worked well with Windows 7. I don't think it will work with Windows 8.1 since the operating system is so different so buyer beware.
Discs Sadly Out of Date
Had to return this product because the discs provided are not compatible with Windows 7 or 8. Luckily, after I received the shipment, I read the reviews before trying to use -- otherwise might have had the computer nightmares experienced by other purchasers.
What I don't understand is why QVC is still pitching this out of date product (December 2014) or why Suze Orman hasn't seen fit to update it.
Sort of shakes my confidence with both organizations.
Suze Orman Protection Portfolio CDs
I ordered this kit a couple of weeks ago and the presentation said it would work for a Mac or a PC. I have a Mac with an up to date operating system and I loaded the first disc in and it wouldn't work. I emailed for help from Suze's site and as of yet no answer from customer service. I will mail it back at the end of the week if I don't hear anything. I am disappointed with the kit and the lack of tech support from Suze's company. Darn. I will update this review if the problem is solved!
Okay, basic stuff
I too wondered if this would work since it is dated 2010 and for Windows XP/Vista. It did however run fine on my Windows 7 laptop.
This setup is worthwhile if you don't have a medical directive, a will, power of attorney, or a revocable trust. I guess those alone would more than cover the cost of an attorney for even one item.
But, the majority of what is on the CD's is basic information I'm guessing the majority of people have or know already. But it makes a good quick reference tool.
For me it's a good place to store important papers. Up until now I've just thrown car titles, birth certificates, etc. in a dresser drawer.
One thing concerns me. Having all this stuff in a shiny silver case would be a gold mine to any burglar breaking in. Talk about identity theft! I also don't like the fact that all the forms are generated through an internet connection and you must enter personal information including social security numbers on the website.
All this stuff would become ashes in a fire since the case is just plastic.
Still trying to figure out where to hide this case in the house.
Received this system today and unfortunately it is going back to QVC. I had purchased the boxed set of CD's of Suze Orman's a few years ago. The CD's in this are the same or at least offer the same information and documents as the boxed set I already have. It might be helpful if during the presentation this fact is stated. I like the case that this system comes in but the rest of the material is redundant. I can go to a office supply store and get folders to put important documents in. This system would be good for anyone who has NEVER purchased Suze Orman's previous CD's but if you already have those, this system offers the same material.
Original kit was great.....this one crashed my PC
I purchased the original kit years ago but wanted to upgrade, so I tried this "new" system. I expected that the software would be updated and work with Windows 7, but instead it crashed my system. The CDs were copyrighted 2010 and totally messed up my computer to the point where I had to use (AVG) "remote control" tech support to repair my system. The Will & Trust that I managed to partially print out was useless.....strictly for users in California (I'm in New York). I sent it back to QVC and got a complete refund.
We bought this years ago when it was in a blue case. I love the books and organizational advice. The case closed up nicely and we keep it in an easy to retrieve area. Very easy and just ordered a new one so we can share older version with daughter who is just entering college and learning budgeting. Great stuff!
Not compatible with windows 8
Got this when I had the old computer and now that we are on windows 8 it sits useless in the closet. What do you do with it now?
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.