Suze Orman's Organize and Protect Financial System

Suze Ormans 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

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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 3.1 5 146 146
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
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
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
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
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
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
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
good sales pitch I didn't realize their is no lock on the box.If i have a strong box I would have liked to be able to lock the box.Mine is still in the box.Too late to send it back! 03-28-15
CD's don't work Stupid me. I bought this kit a few months ago but just got around to opening the kit and beginning the process of getting organized. I put the CD's into my MAC and.......nothing. They don't work. Really bummed I didn't make sure they worked when I first got the kit. in reading the other reviews, I see that I am not alone. 03-28-15
Great investment! Well worth the money to help you prepare and be ready for any future life events that may happen. Case is very durable and well made to hold precious documents and family heirlooms. I am considering purchasing a second set for additional storage of important papers. 03-26-15
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. 01-31-15
Excellent System 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. 01-27-15
  • 2015-05-21T14:43:08.333-05:00
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