Let Digital Version of Suze Orman Plan Your Demise For Free
Shrill, savvy financial guru Suze Orman is giving away downloads of the will and trust kit she hawks. Just type in the code 898989 (blogger Kelly Whalen spotted the freebie) and you'll be on your way to dictating your financial goals from beyond the grave.
Orman's site says the will and trust is a $2,500 value, which she normally sells for $13. Here's the spiel from Orman's site:
You'll get access to over 50 forms that cover practically every aspect of your financial life. In this Internet
program, you'll find:* An easy-to-answer questionnaire that will automatically select the correct must-have documents for you
* Audio and visual explanations taking you paragraph by paragraph through the four must-have documents
* 10 electronic guidebooks, that cover all aspects of your financial life
* Free automatic updates, so your documents will always be current
It's like having your own financial planner and personal trust attorney at your fingertips!
* Personalize – Fill in the questionnaire, and the program will automatically select and populate all the essential documents to fit your unique situation.
* Print – Listen to or read a step-by-step explanation of what you need to know. Then print out the relevant documents.
* Protect – To complete the process, follow the instructions that print out with your documents. (In some cases, forms will need to be witnessed and notarized.) Then store them in a safe place.
This deal is, like, mad crazy good. Like those infomercials that sell Ginsu knives or Juice Tigers and they keep on lowering the price and giving more and more stuff for free as the show goes on.
"What are you doing, man!?!" you scream at the TZ as you pick up the phone to dial the 1-800 number before they change their minds. "You've got a bottom line to think about!"
And just imagine having a financial planner and personal trust attorney at your fingertips! They would totally be at your mercy, and you could make them dance like marionettes or even have tea parties.
Will and Trust Kit [Suze Orman Will And Trust, Via Centsible Life]
(Photo: KateMonkey)
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Comments:
@searonson: Yeah, I started going through the process and I stopped right where it asked me for my SSN.
Crazy bad - do not make final arrangements without an attorney who knows your local and state laws and can provide a bullet-proof will, POA, Heath Care POA, etc. My grandmother's will was thrown out because the wording was not legal in my state. If you care at all what happens to your estate after you die, pay a good lawyer to get it right.
@Trencher93:
dont be a troll. if you read the info you would see that you have to see a lawyer after you fill out the forms to make it legal.
@lutton:
online only, dont bother with the one you pay for on a CD it doesnt work on macs osx intel or any recent pc.
A family member bought her document kit as a gift for me. It includes a disc that is supposed to have these forms. I haven't even looked at them, but I have doubts about how they can be legitimate given how each state has different laws. Supposedly, there is the ability to email the attorney and her staff as part of the price of the kit. But if they are only licensed to practice in one state, it seems the the advice could be useless.
On the bright side, I was so bad with keeping track of important papers that the filing box actually helps me keep them together and in easy reach.
@brad91279:
dont be a troll. if you read the info you would see that you have to see a lawyer after you fill out the forms to make it legal.
@brad91279: Nonsense for several reasons. 1)Lawyers cost big money and overbill hourage. 2)Most non-top 20 lawyers are stupider than the people they work for (and in some cases top-20 lawyers are JUST as stupid).
If you can read and understand legislation and judicial precedent in you area, I say GO FOR IT!
That's an easy one - the Suze Orman trust specifies that no matter what state you live in, you want California law to apply. No, I'm not kidding.
Imagine a hypothetical Suze Orman trust kit user who lives in Florida, and dies in Florida. Her trust says she wants California law to apply. Now her family (in Florida) has to find an attorney who's familiar with California law (because the document specifies California law applies, and it would be expensive to pay a Florida attorney to come up to speed on California law for just one case) and that attorney also has to be licensed in Florida, because that's where the decedent lived, and that's where any legal proceedings regarding the decedent will occur, and if you want someone to sit in their office in Florida and give you legal advice, they've got to be licensed in Florida.
That's probably going to be a lot of fun for the family left behind. Good thing the decedent saved a lot of money not spending it on legal fees! Now we'll have plenty left over to . . . spend on legal fees.






Ok, I put in the freebie code, but I found myself unable to enter my personal information with Suze Orman's crazy zombie eyes staring at me. Run awaay!!!