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September 02, 2010
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Wills and Trusts 
Suze Orman's Protection Portfolio
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:
In addition to the four most essential documents listed above. The CD-ROM also provides critical forms that allow you to correct your credit report; and request military records, Social Security annual statements, and copies of personal documents such as birth and marriage certificates, as well as create a cohabitation agreement if you are living with someone else. On the CD-ROM you'll also find a host of links to government and other Websites that will provide you with additional important forms to download, as well as information and instructions to make it easy to keep your essential financial and legal documents up to date. Click here for the list of documents on the CD-ROM. Two instructional audio CDs: "What You Need to Know Today to Protect Your Tomorrows" Narrated by Suze and Suze's personal trust attorney, Janet Dobrovolny, these CDs take you step by step through the four most essential documents so you can create and personalize them to suit your needs: a will, a revocable living trust, an advanced directive and durable power of attorney for health care, and a financial power of attorney. The Suze Orman's Protection Portfolio Guidebook: "The Forms You Need to Protect Your Tomorrows" The guidebook includes sample forms, and provides worksheets to help you make important financial calculations, checklists to ensure that you're thoroughly prepared for the what-it's of life, and detailed instructions and explanations about actions you must take to protect yourself and your loved ones -- everything that you value. The detailed information in this guidebook corresponds directly with the ten prelabeled folders in the patented Protection Portfolio storage system. The Protection Portfolio emergency contact cards Your system includes a sheet of nine wallet sized cards on which to list your emergency names and numbers so your loved ones always know whom to contact. The card fits into a clear pocket inside your portfolio for easy access. Extra cards can be given to family, friends and care providers so in case of emergency the appropriate people are contacted. The Protection Portfolio password The Suze Orman's Protection Portfolio includes a password to access the "protectionhelp" section at www.suzeorman.com, where you'll be able to obtain help if you're having trouble accessing your CD-ROM, completing a form, or understanding any part of the Protection Portfolio system. As well as download the most recent version of the CD-ROM. FORMS ON THE PROTECTION PORTFOLIO CD-ROM: Credit Report / Card Documents Request a Credit Report Request Reinvestigation Request to Correct Missing Information Request Followup After Reinvestigation Request Removal of Incorrect Information by Creditor Credit Verification Form - Phone Creditor Verification Form - Letter Important Personal Documents National Vital Statistics Directory Birth Certificate Request Application for Passport by Mail, DS-82 Application for Passport Form, DS-11 Military Records Request U.S. Immigration and Naturalization Service Online Catalog of Forms Cohabitation Agreement Marriage Certificate Request Divorce Decree Death Certificate Request Home Ownership Documents Real Property Co-Ownership Agreement Personal Insurance Documents How Would a Death Change My Family Expenses How Would a Death Change My Family Income Where Would We Stand in Case of a Death What the Death Benefit of My / My Life Partner's Insurance Policy Needs to be Summary of Life Insurance Needs Social Security Documents Social Security Statement Request Application for Social Security Card (New, Replacement, or Name Change) Retirement Plan Documents Which Joint-and-Survivor Benefit Option Might be Best for You Monthly Pension Versus Lump-Sum Payment Investment Documents Cash Accounts Mutual Funds, Money Market Accounts, Credit Unions Securities Accounts Partnerships, Limited Liability Companies, and Joint Ventures Individual Retirement Accounts (IRAs) or Pension Plans Estate Planning Documents Advanced Directive and Durable Power of Attorney for Health Care www.partnershipforcaring.org Financial Power of Attorney Will Pour Over Will Letter to Executor of Estate for Tangible Personal Property Will Affidavit Do I Need a Trust to Avoid Probate Revocable Living Trust Request to Change Mutual Fund Ownership Assignment of Business Interest Assignment of Right to Exercise Stock Option Plan After Death Request to Change Bank Account Ownership to Trust Request to Change Interest in Limited Partnership to Trust Amendment to LLC IRA Beneficiary Designation Form Final Instructions Form What to Do When Someone Dies Checklist Funeral Home Cost Restatement of Revocable Living Trust Click Here to order! Click here to access the Protection Portfolio Help area. |
