Comments on: Suze Orman’s Will & Trust Kit Review

By: Orestes

Orestes — Tue, 03 Nov 2009 20:53:02 +0000

I was not able to get the so-called Will kit with the instructions you gave. It seems it requires you to sign in into her Web site or something.

By: DoraLee

DoraLee — Mon, 10 Aug 2009 17:49:40 +0000

It’s exactly that ‘need a vacation’ greed-driven attitude that makes people wants to deal with software instead of paying a lawyer.

By: Anonymous

Anonymous — Sat, 11 Jul 2009 17:51:51 +0000

Suze , I would like to thank you for the free trust and will that you offered on your show ,we sure took advantage of it. You have a heart of gold. My husband and I watch your program and learn. Janice and Gary

By: tj

tj — Sun, 31 May 2009 01:48:11 +0000

If Suzy Orman is so bad with finances and money, how is it she is so successful and have such a following. I disagree with the statement that her kit is not set up for different state guidelines. When I went through the program it advised it was specific to my state and I could also chose any state to compare. I plan to use it as a guideline and then present the data to an attorney for final reveiw, as suggested by Suze. I guess we could all sit on our thumbs and let the state give it to whoever when we leave, after they take their fair share for that service. I agree that it could save time and money when approaching an attorney for review/completion.

By: Jim

Jim — Thu, 09 Apr 2009 14:36:10 +0000

As much as it may hurt to pay a lawyer’s rate, there’s a reason why they charge those rates: they provide value in excess of the rate. If they didn’t, the cost of a lawyer would go down, it’s just how the market works.

By: Chip

Chip — Thu, 09 Apr 2009 14:07:09 +0000

Anon -

You have no idea what my rates are, how much time I give away pro bono, and how many breaks I cut for my clients. I’m sure there are plenty of hookers with a higher hourly rate. But you go ahead and use the Suze kit — we’ll fix everything the best we can after you’re gone.

By: Anonymous

Anonymous — Thu, 09 Apr 2009 13:00:06 +0000

Chip another idiot overpaid lawyer.. Hopefully lawyers will start to choke and bring there rates down to at least a low paid hooker.

By: Chip

Chip — Fri, 20 Feb 2009 18:31:18 +0000

I’m a wills, trusts, and estate attorney in Maryland. There has been recent discussion about this and other “estate planning kits” on estates and trusts discussion groups, complete with horror stories (one attorney was dealing with a $200,000 mistake as the result of a $13.95 kit). These kits are not written to take into account the differences between the laws of different states. In fact, this kit is based on and applies the law of California – one of only nine community property states! I think almost any MD attorney would disagree with the notion of an automatic revocable living trust for estates over $30k. Often the cost to review these kits (and undo the damage) would exceed the cost to draft from scratch. On second thought, go ahead and buy the kit so I can afford that vacation I need!

By: William Gross

William Gross — Fri, 17 Oct 2008 19:42:58 +0000

I paid for a kit but have not recieved it and wnt to know what to do next. Thank you Billbb

By: jdoe

jdoe — Tue, 02 Sep 2008 23:50:06 +0000

I purchases the Wills and Trust pkg on-line and it was worthless. The program kept locking up. Everytime I went to log back in – its states that the information is invalid. As for technical support – it is non-existent. What a waste of money and time. Suze Orman should spend some of her money fixing the problems with her webpage versus touting how great all of her program are.

By: jim

jim — Wed, 16 Jul 2008 01:43:46 +0000

I’ll likely wait a little while, probably until we have kids, because there really is no rush at the moment. I will post it as it happens though.

By: EN

EN — Wed, 16 Jul 2008 01:26:08 +0000

Thanks for the review. I signed up earlier but haven’t gone through the process. Do you plan on talking to an estate attorney in the near future or wait awhile?

Either way, please keep up updated on how the process works. Thanks!