Includes activation code to Suze Orman’s Will and Trust Online Program, which offers the tools to build your(and your spouse’s) four Must Have Documents: Will, Living Revocable Trust, Financial Power of Attorney, and Durable Power of Attorney for Healthcare.
The online program includes an easy-to answer questionnaire that will customize the documents for your needs, as well as audio and visual explanations of each step, and access to support through Live Chat.
The online program includes free and automatic legal updates, so your documents will be current. You will also have unlimited access to update your documents as often as you like.
The online program include access to a collection of tools to help you with your financial life including an Expense Tracker, Debt Eliminator, Insurance Selector, and 10 Protection Portfolio eBooks.
The folder includes an organizer to help keep track of the 10 most important parts of your financial life: Personal Documents, Credit/Debit/FICO, College Finance, Auto,/RV/Motorcycle/Boat, Real Estate, Insurance, Retirement/Investments, Estate Planning, Social Security/Medicare, Taxes
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