Suze Orman's Organize and Protect Financial System
Necessary for Single Parents
I purchased this organizer several years ago and I have recently divorced and also became disabled since that time. This is a necessary kit for single parents. Just saving you the hassle of going through probate is well worth it. I'm a nurse and I know having your medical wishes known BEFORE you can't make decisions, saves a lot of family struggles and added grief when a family member is ill. I will admit, it has taken me ever since I received the kit to organize my paperwork and decide what to put in the box and get it organized!! But that is my fault. Suze can only do SO much, short of coming to your home and doing it for you!! You have to be motivated to get the results!!
I created a Will, Health Care Proxy, and Power of Attorney. I brought them to two Attorneys for review and to be notorized, Both attorneys advised me the documents were useless. You can have the documents notorized but that does not mean they will protect you.
I, too, was kind of mislead with the presentation. She kept stating you would need Internet access so that should have clued me, it didn't. I entered the information stated on the will, etc. CD and then realized all this info was now available on the net, ugh! Also problems with the other 3 CD's. For some reason I was not able to log on to them. Won't send back but wish I would've read reviews prior to ordering.
Tell the whole story
Feel I was mislead. Suzie didn't mention that after you prepare your documents she recommends you have a lawyer review them. Well if I have to take them to a lawyer to review why would I use this system? System is going back and upset that now I have to pay shipping for something that wasn't clearly described.
It does wahat it says
Being legally challenged, this was simple, easy to use and proved peace of mind. I did my dad's paperwork too. I gave it 4 stars, because you can't copy the dvds and I don't really use the case. But the dvds a lone a worth the price.
Nice- but a couple of things to be aware of
"I purchased this item after watching the presentation AND reading several reviews so I was aware of issues other's were reporting. I like this item and love the soothing purple interior. Wish the interior was larger and the gasket seal was bigger.
Be aware if these things if you decide t purchase it...
1. The interior section for your documents is only about 3 inches in depth- ( my 3 years of tax information took up about 1 1/2 inches. As others have said this section need to be BIGGER.
2. The gasket that is suppose to make it waterproof seems to sink deeper in the grove in some areas. My solution to make the gasket larger- I removed it and placed rolled plastic wrap in the groove then replaced the gasket so now I can see the gasket filling the space from the top to bottom lid.
3. No lock - but a thief would just pick it up and walk off with it! Plan to get a bicycle lock to wrap under the handle as others have recommend.
All in all like this item- it is well put together and thought out. Thank You Suze!"
Sorry Suze--returned the next day!
Suzi, in her long spill, " forgot" to mention you should take the documents to your
attorney. That little bit was in the enclosed flyer. She went to great lengths
exclaiming how much money you would save by preparing your own. I knew better,
but was curious. I already have a revocable living trust that cost about $1800 or
more. How could one fit all their life long documents in that little file? And I don't
post my personal info on the internet. Oh well--my bad.
While I agree with Suze that the documents contained in the CD are important (will, power of attorney, etc), please be warned that you should not be preparing those documents yourself, or if you do, you should have an attorney reviewing them. If not properly prepared then those legal documents will not be valid, therefore, I do not see how you can have "peace of mind". To really have peace of mind you should have a licensed attorney in your State to prepare and review those documents.
Reccomend this 100%
I bought this a couple of years ago. We used the software to make our wills and power of attorney's. Our bank notarized everything except the will- for free! Once a year we reorganize the box with our documents. Having had to evacuate in the past for natural disasters- I have piece of mind that should I ever have to again- or have to leave the house quickly- I can just grab the box. Our close family know about the box and should anything happen, know where to find it as well. You can also use the software to create similar documents for family members.
I am a nurse and educated people repeatedly on the need for Living Wills and Power of Attorneys- often after they found themselves in need of these documents. I myself, kept putting it off as well. Believe me, you want these documents in place for "just in case" and Suzie has made it so very easy.
they did not ever say it wil not work on all computers. i have a Dell xp and it would not allow it to work. it is the second purchase of hers and no luck. i am very dissapointed with purchases from QVC now because i have to return most of them. the quality is so bad now.
Much Ado About Nothing
I sent back...I will go to Office Depot and purchase an accordion file folder and create my own.
Not worth it, Snookered by Suzie.
Be aware. This product does not do what they says it does. For instance, if you are planning will, you will upload your personal info on the web.
So think, is it worth it? Snookered by Suzie.