Editor’s Note: This product has been removed from our side-by-side comparison because it is no longer available. You can still read our original review below, but Top Ten Reviews is no longer updating this product’s information.
The Suze Orman Will & Trust Kit is an excellent application for those do-it-yourselfers who are interested in creating their own will. Suze Orman is an internationally acclaimed personal financial expert. She has appeared on several television shows and has given many talks about how to handle your finances. Now she has teamed up with her attorney, and together they have created an easy-to-use application for creating your own will. This step-by-step application walks you through the entire process of creating all of the necessary documents for your last will and testament. This includes creating items such as a power of attorney, statement of last wishes, schedule of assets and more. This will-making software is the Top Ten Reviews Silver Award winner.
This will-maker software comes ready to help you create any and all of the documents you need for the final stages of your life. The format of Suze Orman Will & Trust Kit is easy to follow and easy to understand. You simply fill in the document by answering Suze’s questions, and to make it legal (in all states except Louisiana), simply print out your documents and have them notarized. We liked the fact that Suze Orman is actually talking to you while you are creating your documents. She gives you the instructions in her voice and also lists them on the side of the screen if you’d like to follow along. We found this to be helpful for those who learn better when they have the chance to both listen and read the information.
With the Suze Orman Will & Trust Kit, you have the opportunity to create documents such as an advance health care directive – an important document for you to have if you have chosen not to allow drastic measures to save your life when you have experienced a serious accident or health condition. This document will allow your survivors to honor your wishes without having to be concerned with their own feelings during such an emotional time. This will not only give you peace of mind, but will also give your survivors peace of mind knowing their final gift to you was honoring your wishes.
Another important document that you should create when making out your last will and testament is a listing of all of your assets. This should include all account numbers, telephone numbers and other necessary information. This will help your survivors handle the business end of your passing with as much ease as possible.
Having your funeral planned out can ease the burden on loved ones when you have passed away. If you have pre-planned your funeral, it is important that you keep these documents together with your will. This will take a lot of the guesswork out of planning a funeral when your survivors are already feeling the shock and pain of losing their loved one. This will-making software offers you templates for these documents and allows you to keep them all together in one simple application.
If you decide to revise your existing will, you will need to first generate a revocation document. This is a legal document that states that your previous will should be null and void if anything is to happen to you. Once you have those documents signed and notarized, be sure to keep them in a safe place. It’s also a good idea to have a second copy of the revocation documents and have a trusted person keep them for you. This could prevent someone from trying to contest your new will when the opportunity comes.
For those that may be concerned about keeping their end of life wishes private, this application can be password protected. When your first set up the application, you will be asked if you’d like to create a password. You will also have to answer a few security questions, so in the event that you lose your original password, you can still access your will documents.
Because the Suze Orman Will & Trust Kit is based on answering questions about yourself, your assets and your heirs, we found this application to be very easy to use. One of the things that we were particularly happy to find is that once you fill in pieces of documents such as name, address, names of heirs, etc., the software will automatically populate other fields that require the same information. This made for less time spent on filling in each and every blank space. Be assured that if you need to add in a different heir's name into the form, you also have that availability.
The Suze Orman Will & Trust Kit has some great help and support backing it up. First off there's a list of FAQs on their website that we found to be quite helpful. Most of the questions we had were covered on this list. Although we would have liked to have seen a live chat option available for questions, we were happy to locate an email address. We emailed them and received a response to our question the following day. If you are looking for an immediate answer to your questions, just pick up the phone and dial the 800 number listed on their website.
The Suze Orman Will & Trust Kit is a great application for anyone who wants to create their own last will and testament. Because it walks you through each step of the process with instructions both in Suze Orman’s voice and in the read-along box, you will not miss anything when filling out the detailed forms. This will-making software comes with everything you need to create your will and other important end-of-life documents that will let your wishes be known to your survivors.