This was a very easy to use book. I have been wanting to make a new will and trust. I am still working on funding my trust. I had no idea what to do and she has letters that add your info. It is very worth the money.

This software installed easily on my MacBookPro with OS v10.4.11. Then the application started and explained that ALL the information, including social security numbers, dates of birth, etc., etc. are stored somewhere online. You have the option of exempting certain information but you then have to re-enter it each time. As with any end-of-life planning, there is highly detailed personal information about financials, property, etc. that I am completely uncomfortable about storing in the ethers regardless of assurances of complete security. I was hoping this was a piece of software fully contained on the laptop and used the internet solely to update forms and push changes to the laptop. Further, the fact that all this personal data is stored somewhere online is not explained anywhere on the outside of the box or on any of the paper inside. Had I been aware, I would not have made this purchase. Supposedly there is a way to replicate the online stuff to the laptop but even this is only a disconnected version of what is already online. Not at all happy.

The CD will not work with Mac 10.4. When I emailed the tech assistance, they just referred me to an online application of the Will and Trust Kit, which was NOT what I had wanted. I wanted to be able to use the CD in my pc. The online application did NOT update the CD to be able to use it with Mac 10.4

I am seeing that most are upset with this product because they didn't research before purchasing. If you just do a simple search on laws for Wills and Trusts in your state, and find out what you can and cannot use or if an attorney has to prepare your documents, you won't have a problem. I found out that this kit will work great since I live in South Dakota. An attorney does not have to prepare it and I only need 2 witnesses to sign my will and does not have to be notarized, but if I want, it can be notarized/affidavit from witnesses (so they don't have to search for these 2 witnesses if I die--that may tie up my will in probate)...again, just research a bit before you buy, but for the price, this was the best choice for me and my husband (we have 2 young children).

I thought a product coming from this Lady would be great. Not. Little here to help me with my end of life plans.

We were looking for something like this for a while, as we have not set up trust and will etc....ever. That said- this product lets you do it for a fraction of the cost what you'd pay a lawyer to create for you.
Definitely worth it!
Thanks Suze!!!

This CD is very informative and perfect for my husband and I. We are in our mid/late 20's and don't have children yet but wanted to get everything in order. This CD allows us to do that, and add and change the will as needed in the future. Definitley worth the price for the health care part. It's very simple, and easy to understand.

This is one of her best products. However, I have stumbled upon a barrier or two but she gives excellent instructions. When you are finished with your kit you and two witnesses must get your paperwork notarized. However, check your state if your will can be notarized or does a lawyer have to do the paperwork.

There's only one place to go for the best guidance when it comes to money and that's to Suze Orman.
So straightforward, uncomplicated, and I highly recommend the Will & Trust Kit.
Trust Suze, it works !!!

Great kit from Suze Orman! It asks all the right questions and shows you exactly what to do.

I was very much helped by this software. It provided me with everything that I needed to create the will and trust forms that I should have done yeas ago but postponed because of the high cost of having a lawyer helping me out with it. It's an incredible value. Very easy to follow. It's like your teacher is standing behind you looking over your shoulder giving you instructions every step of the way. No snags whatsoever--and I did it for some other family members as well. Could not be happier ---for the money I paid--I got a lot done.

This package covers the most important documents needed, from a trusted expert in the field. It is easy to use, well worth the cost of the package and I would recommend it to anyone who does not yet have a will or trusts in place.