After creating the must-have documents on Suze’s website, how did you decide what property goes to whom in your will? What happens to all your possessions?
The Suze Orman Protection Portfolio™ is a patented system that allows you to personalize, create and store the most essential documents that you need today to protect your tomorrows. [ Compiling these documents ahead of time will help prevent you and your family from going through the worry and confusion that can result when the unexpected occurs, something happens to a loved one, and those who
are left behind don't know what to do or how to locate vital legal and financial information. In the midst of such grief and emotional chaos, serious financial and legal mistakes can be made. With Suze Orman's Protection Portfolio, much of the needed information is at your family's fingertips. The CD-ROM, compatible with both Macintosh and PC computers, provides over 40 easy to use forms and documents, many of them that you will be able to personalize for your own situation. The Protection Portfolio is unlike any other product of its kind because it also includes a guidebook and two audio CDs narrated by Suze and her trust attorney, Janet Dobrovolny, where they take you step-by step how to personalize and create the 4 most essential documents that Suze believes everyone must have:
Revocable living trust
Advanced directive and durable power of attorney for healthcare
Financial power of attorney
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