Suze Orman's Organize and Protect Financial System

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Make a sound investment in your financial future. This new-and-improved CD-ROM and 10-booklet library makes it easy to create, organize, and store your most important money-related documents. Personal audio attention, along with over 40 must-have forms and documents, provide the planning essentials. And there's guidance every step of the way, taking you through each topic with simple-to-follow instructions and tips. 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.

  • Over 40 forms and documents including wills, revocable trusts, advanced directives, durable power of attorney for health care, and financial power of attorney
  • 10-booklet library includes Credit, Personal Documents, Vehicles, Insurance, Social Security, Retirement, Taxes, Investments, Estate Planning, Home Ownership
  • Calculators help compute key financial information
  • Multiple users can create their own personalized documents
  • Innovative case features water-resistant design that floats to the surface in the event of a flood
  • Case handle equipped with LED light
  • 10 pre-labeled storage sections for easy filing and finding
  • Built-in storage pockets for passports, social security cards, checkbooks, extra keys, and other treasured items
  • Emergency contact cards to list important names and phone numbers
  • Ideal for MAC or PC users
  • Valid in all 50 states
  • Measures approximately 15"L x 14"W x 4"H
  • Made in China

Delivery Date Estimate

Reviews & Community QA

F8500 - Suze Orman's Organize and Protect Financial System 3.2 5 163 163
don't waste money! Thought this product will help you organize your important papers if you are not the organized type. Well I am and I found most of the product a waste of my time and money. 02-13-10
Waste of Money Not user friendly at all; I just do not trust it. 09-30-09
great for organization I was having surgery & needed to have my paperwork organized for my fiance incase something happened. I didn't realize how many important papers I had in a lot of different places. now all my paperwork is organized and in one place. I update my paperwork as needed and feel so much better. I'm giving it 4 stars b/c the case itself is great, the info has been repeated a lot in suze orman's other products. 07-12-09
Not worth the trouble I bought this system because of all the "blank" forms we could use. I don't like having to put my social security number out there in cyberspace just to get to the forms! Needless to say I haven't got to the forms because of that. WHY would it be necessary to give my social security number just to get to the forms that we were to just be able to "print" out - notarize - and you're done??? The case is useless too...what about a house fire??? Suze is a smart lady - this product just needs to be overhauled! 07-07-09
So Easy to Use! I bought this over a year ago, and then did nothing with it. Since then two people close to me have died suddenly and very unexpectedly. I figured it was time to put my affairs in order. It's not right to leave it for my husband to deal with even though he knows my wishes. This program is so easy to use!!! I had my health directive, will, and power of attorney complete in little more than an hour. Tomorrow I'll have them notarized, and have peace of mind! Next I'll organize everything along with other important documents in the filing system included so my husband will know where everything is! Thanks Suze!!! You can't put a price on piece of mind, but this system is a great deal!!! 06-29-09
be careful of this! This is really disappointing! I counted on this working and, for example, the Financial Power of Attorney is not acceptable in Arizona. I was unable to get any assistance by contacting Susie's customer service. Her attorney said she would "check into it" and never heard from her since. So this was a waste of my money and time. 06-16-09
I am SOOO organized Wow, what a relief it was to have all of my important papers and financial documentation in ONE place! This purchase made me get all of my information together AND I finally faced the future by getting my will, etc in order. Sometimes the things you put off or are afraid to do are not so difficult as they seem to be in your head. This is one of those cases. What a relief. I will buy one of these for my daughter! 05-25-09
Not for CA Homeowners! Ten minutes into using this product I am told that this product won't work for me because of our high home values in CA. What a waste of money. I watched the presentation for quite a while before I bought it and nothing was ever mentioned. Pain the neck to mail it back too. 05-04-09
Can not use! To bad we waited until after the thirty days to try it seeing it did not work with our computer (Vista) and the sales pitch did not ever mention it. We to are waiting to hear from the Sue Orman web site to see it they can help us. Waste of money and to late to send it back! 04-28-09
Doesn't work with VISTA Although nicely put together, we had to send this item back because it doesn't work with VISTA. 04-22-09
A Promise Kept!!! When my father died a few years back... As the executor of his estate, I spent about a week going through his house trying to figure out what was important and what wasn't. He had started to do some of the organization, but hadn't done it all. And, in the end, it was a long and painful process to try to go through some of the paperwork that was decades old to see what was necessary and what wasn't. I made myself a promise through that ordeal that I wasn't going to leave this situation for someone to endure when I die. So, along came Suze.... And THANK GOD!!!!!!! I can keep my promise to myself and whoever has to deal with what comes next. Whether it be my husband or the person who is dealing with managing the details for the both of us. Nobody wants to face this stuff. But, the reality is, it's gonna happen. So, we took control of what it was going to be like. In case of an emergency, now, we grab the cats, our blue box and walk out the door. Love yourself enough to take the stress out of an emergency. Love your loved ones enough to take the stress out of trying to figure out your life after you are no longer able to tell them. GET THIS BOX!!!!! 04-19-09