Suze Orman's Protection Portfolio: Will & Trust Kit. The Forms You Need Today to Protect Your Tomorrows
Suze Orman's Protection Portfolio: Will & Trust Kit. The Forms You Need Today to Protect Your Tomorrows
Suze Orman's Protection Portfolio:Suze Will &Orman's Trust Kit. Protection The Portfolio: Will & Trus Forms You Need Today to Protect Your Forms Tomorrows You Need Today to Protect Your Tom Details:
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Suze Orman
government and other Websites that will provide you with additi forms to download; and information to keep your essential leg up-to date.
The Protection Portfolio Instructional Audio CDs her personal trust attorney, Janet Dobrovolny, come right into two audio CDs to give you a mini-tutorial that takes you claus through the four most essential documents that are a must-ha everyone: a Will, a Revocable Living Trust, a Durable Power of Health Care, and a Financial Power of Attorney.
The Protec Emergency Contact Cards
Your system includes a sheet o wallet-sized cards on which to list your emergency names and that your loved ones always know whom to contact. The card wallet for easy access. Extra cards can be given to family, frie providers -- so in case of emergency the appropriate people a
The Protection Portfolio Help Site
Suze Orman's Prote includes a password to access the "protectionhelp" section a Suzeorman.com, where you'll be able to obtain help if you're h accessing your CD-ROM, completing a form, or understanding the Protection Portfolio system. So that your always up-to-dat Suze Orman's Protection Portfolio contains everything to create provides you freeneed downloads of the most recent version of the CD your own Will and Revocable Living Trust and many more essential documents. Both PC and Machintosh compatible. The package includes a CD-ROM with more than 40 easy-to-use forms and documents, valid in all 50 states; 2 instructional CD's; a comprehensive guidebook; and emergency contact cards.
The Protection Portfolio comes with more than 40 forms and Website links that cover practically every important aspect of your financial life -- whether you're married, single, in a domestic partnership, or just living together -- from a will and a revocable living trust to home ownership, credit card debt, and replacing your birth certificate. The forms can be easily personalized over and over so your friends and family members can also benefit. Here is just a few of the forms contained within the Protection Portfolio:
* Will
* Revocable Living Trust
* Financial Power of Attorney
* Cohabitation Agreement
* Durable Power of Attorney for Health Care
* IRA Beneficiary Designation Form
* Request a Credit Report
* Request Removal of Incorrect Information by Creditor
* Birth Certificate Request
* Marriage Certificate Request
* Divorce Decree Request
* Death Certificate Request
* Application for Passport by Mail
* Application for Social Security Card
(New, Replacement, or Name Change)
* Military Records Request
* U.S. Immigration and Naturalization Services Online Catalog of forms
... and many more!
The Protection Portfolio Guidebook
This guidebook contains over 160 pages of vital information, including detailed instructions that will assist you in protecting and making the right decisions in the ten most vital areas of your financial life -- from understanding your credit report and protecting yourself against identity theft, to how to take title properly on your home, to what you need to do when a loved one dies. This guidebook also includes worksheets and checklists to make sure you are thoroughly prepared for the "what-if's" of life.
The CD-ROM Protection Portfolio Forms
This CD-ROM provides more than 40 easy-to-use forms and documents, valid on all 50 states. It includes the most essential estate planning documents that Suze believes everyone must have. The CD-ROM also provides critical forms that allow you to correct your credit report and request military records; order Social Security annual statements and copies of personal documents such as birth and marriage certificates. It even includes a form to create a cohabitation agreement. On the CD-ROM, you'll find a host of links to
