A Will and a Trust are two of the most important documents you will ever need. Suze's online program includes all the tools to build your Must Have Documents. When you are finished you will have created the following important documents to protect you and your family:
A Will | A Revocable Trust
Financial Power of Attorney | Durable Power of Attorney for Healthcare
LEARN MORE ABOUT THE MUST HAVE DOCUMENTS
LISTEN TO SUZE'S PODCAST ABOUT THE IMPORTANCE OF A WILL AND A TRUST
Most people have heard of the terms, “will” and “trust,” but not everyone understands the differences between them. One main differentiator between a will and a trust, is that a will goes into effect only after you die. A trust, in contrast, takes effect as soon as you create it. A will directs who will receive your property at death and it appoints a legal representative to carry out the wishes that you outlined in your will. A trust, can distribute your property at any time, before, at or at some point after death. A trust appoints a trustee that holds the legal title to property for another person, this person is called a beneficiary.
HERE'S HOW IT WORKS
Step 1: PERSONALIZE
Fill in the questionnaire, and the program will automatically select and populate all the essential documents to fit your unique situation.
Step 2: PREVIEW
Audio and visual explanations will take you paragraph by paragraph through the document you are working on. It doesn’t get any easier.
Step 3: PRINT & PROTECT
You will print out the documents along with the instructions showing you where to sign, notarize if needed and anything else you must do to make sure your documents are complete.
IT'S. THAT. SIMPLE.
“This program was created with the help of my personal Estate Attorney, Janet. These are the same documents that protect me.”
- Suze Orman
Ready to start your
Must Have Documents?
GET STARTED TODAY!
Suze's online program helps you build your four Must Have Documents, simply and easily right from home.
Buy Suze's Must Have Documents today and get everything you need to completely protect you and your family.