Suze Orman, Financial Guru
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 Wills and Trusts

Suze's Must Have Documents Program:
Advanced Directive and Durable Power of Attorney for Health Care

National Hospice and Palliative Care Organization
Advanced Directive for Health Care
1620 Eye Street N.W. Suite 202 
Washington, DC 20007 
(202) 296-8071 
(800) 989-9455 (WILL)

Download your state forms from this site:
www.caringinfo.org

To find an attorney with experience in trusts and estates contact:

The American College of Trust and Estate Counsel
3415 South Sepulveda Blvd., Suite 460
Los Angeles, CA 90034
(310) 398-1888
(310) 572-7280 (fax)
www.actec.org

Martindale-Hubbell Law Directory
www.martindale.com
www.lawyers.com
A nationwide listing of lawyers, at your local library or on the Internet at:

Janet L. Dobrovolny
www.janetdlaw.com

Berg, Adriane G. Gifting to People You Love: The Complete Guide to Making Gifts, Bequests, and Investments for Children. New York: Newmarket Press, 1996 

Clifford, Denis. Make Your Own Living Trust. Berkeley, CA: Nolo Press, 1993  

Simple Will Book: How to Prepare a Legally Valid Will, 2nd ed. Berkeley, CA: Nolo Press, 1995. You can write or call Nolo Press at 930 Parker St., Berkeley, CA, 94710; (800) 992-6656. You can also access their website at www.nolo.com.  

Mitford, Jessica. The American Way of Death Revisited. New York: Knopf, 1998  

Randolph, Mary. 8 Ways to Avoid Probate. Berkeley, CA: Nolo Press, 1998 

Schumacher, Vickie and Jim. Understanding Living Trusts. Los Angeles: Schumacher & Company (1800 Century Park East, Suite 1250, Los Angeles, CA, 90067; (310) 859-0800),1990

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:

  • Will
  • Revocable living trust
  • Advanced directive and durable power of attorney for healthcare
  • Financial power of attorney
     

CD-ROM Protection Portfolio Forms 

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! 

People First. Then Money. Then Things.
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