View Full Version : FREE Will & Trust Kit Suze Orman
greatdiamonds4u
06-28-2008, 07:34 PM
FREE Will & Trust Kit Suze Orman
click on http://www.suzeorman.com/
click on Will & Trust Kit
click on gift code
type in people first
and you can download it free.
wikipost
06-28-2008, 07:34 PM
DO NOT Save any of my data.
If you prefer to save and protect the information you’ve entered into this program yourself, select this option. With this option you will have to re-enter your information every time you return to the program. By following the instructions & tips below, you will be able to download a backup of your document data to your personal computer and then reload or IMPORT it when you need to. However, please carefully and completely read this page before you elect to use this method instead of the first so that you have a full understanding of what to expect if you assume this responsibility yourself.
This “Do-It-Yourself” method of saving your data will prevent the program from saving any of your document data on the Ultimate Protection Portfolio secure server. You will then be personally responsible for saving and storing your data if you wish to save it at all.
Instructions & Tips For Saving Your Data Yourself
1. Change the automatic “Save & Protect” feature to option C by following these steps:
* Make sure you are logged into the Ultimate Protection Portfolio/Will & Trust Kit.
* Click on the “Edit Profile” link at the top of any page.
* Under “Save & Protect Your Data”, check to see which option is selected A, B, or C.
* If the selection is C, the “Save & Protect” function is currently NOT saving any of your document data—you are done.
* If the selection is A or B, click on the ‘Change Setting’ button.
* Change your selection to option C and click the ‘Continue’ button. The “Save & Protect” feature should now be OFF.
2. Once you have turned the automatic saving feature to option C, this program will no longer store any of your document data.
3. If you wish to save your data, you will have to EXPORT BEFORE YOU EXIT the site. If you do not perform this export before you exit the site, your data will be lost.
4. Every time you visit this web site and make changes, you will need to perform the EXPORT if you wish to save those data changes.
5. If you return to the web site at a later date and have previously performed an EXPORT of data, you can IMPORT that data back into the system so that all your information will be reloaded.
6. If you plan to import data, you need to make sure you store the exported data in an area on your computer where you can find it again. Likewise, if you export data multiple times and save each data export separately on your computer, you will need to make sure you are importing the correct data file when you go through that process.
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dr4gon
06-28-2008, 07:44 PM
lol I just saw this on TV
code is people first
soonerfaninks
06-28-2008, 07:45 PM
those that saw the ad what is this exactly?
greatdiamonds4u
06-28-2008, 07:49 PM
lol I just saw this on TV
code is people first
me to :)
OzTambo
06-28-2008, 08:32 PM
I would rep you 50 x if possible...
veniceboy72
06-28-2008, 08:43 PM
Thanks and Repped!!! I need to start helping my parents begin putting this stuff together.
areneeh
06-28-2008, 08:48 PM
Thanks...repped. I needed something like this for my son and I have been putting it off. Thanks again OP!
ndbhatt
06-28-2008, 08:54 PM
Reps to OP...
kristensmith
06-28-2008, 09:00 PM
Wow! What a coincidence! My friend and I were JUST talking about me making up a will (less than 2 hr. ago!!!) while drinking margaritas out in my backyard! LOL! Now hopefully I can do it for FREE! Woohoo!
Thanks OP!
climber
06-28-2008, 09:03 PM
thanks...repped
exclusiveguy
06-28-2008, 09:04 PM
Thanks
FelooDa
06-28-2008, 09:05 PM
FREE Will & Trust Kit Suze Orman
click on http://www.suzeorman.com/
click on Will & Trust Kit
click on gift code
type in people first
and you can download it free.
What is this?
jmccorm
06-28-2008, 09:06 PM
Would it be too off-topic to talk about Suze? She seems like a nice person, but she comes across as so horribly fake that it really is too disturbing to watch her on a regular basis.
tas1519sd
06-28-2008, 09:07 PM
i am not seeing it as a download. looks like suze will keep the data secure for everyone.
So What!
06-28-2008, 09:09 PM
Thanks a million. My husband I were talking about making a will since long but were putting it off and one of the reason was cost...now we can do this for free.
xmark
06-28-2008, 09:10 PM
Here's the correct one:
peoplefirst (no space between the words)
abbygayle
06-28-2008, 09:10 PM
i got this the last time it was free, but haven't used it yet. but i will be setting up my will very soon. my question for those who have used it, are these legal documents when you finish filling out the information? does it need to be notarized? is it solid enough to avoid seeing a lawyer?
as confusing as trusts are i don't know that i'd trust suze to do it, but i imagine the will would be fairly easy to set up.
elwoodxrl
06-28-2008, 09:13 PM
i am not seeing it as a download. looks like suze will keep the data secure for everyone.
Me too...am I missing something, or is this entirely on-line?
RETRO99
06-28-2008, 09:14 PM
thanks...my parents have this...its aweome!
Sporatica
06-28-2008, 09:16 PM
Is there a way to download this to my HD? So far, it's only offering mt the online version
Rocketboy_X
06-28-2008, 09:19 PM
Unfortunatally, most (if not all) of the will kits leave out quite a bit. It's a good idea to start with, but you really need to have someone who knows what they are doing make sure that it will hold up in a court of law.
soxandwaffles
06-28-2008, 09:23 PM
Have to enter ss # not sure I want to do that...
haqueye
06-28-2008, 09:26 PM
is this site legit? i'd rather not leave this info stored online, and the original post refers to downloading the software--is this an option that i just don't see?
gerlisgar
06-28-2008, 09:27 PM
great thanks ....been looking to get into this and free is always great. thanks and repped.
wendymark1139
06-28-2008, 09:27 PM
FREE Will & Trust Kit Suze Orman
click on http://www.suzeorman.com/ (http://slickdeals.net/?sduid=349799&sdtid=857236&sdfid=9&u2=http://www.suzeorman.com/)
click on Will & Trust Kit
click on gift code
type in people first
and you can download it free.
After entering the passowrd, i am not getting the download option ???
wanabath
06-28-2008, 09:39 PM
Would it be too off-topic to talk about Suze? She seems like a nice person, but she comes across as so horribly fake that it really is too disturbing to watch her on a regular basis.
Can someone please tell me what licenses she has. Oh, wait NONE. Why would you take advice from someone who is merely an author and not licensed in the industry she tries to represent?
VirtualShoplift
06-28-2008, 09:54 PM
i am not seeing it as a download. looks like suze will keep the data secure for everyone.
Yeah... until the site gets hacked. Storing SSN and DOB is foolish.
anokihaish
06-28-2008, 10:04 PM
I thought the title was Free Wii. I got excited. I'm less excited now, but I still need a will so I'll check it out.
CafeRay
06-28-2008, 10:13 PM
i am not seeing it as a download. looks like suze will keep the data secure for everyone.
Is there a trial download available?
HWHBlue
06-28-2008, 10:19 PM
Strictly on-line. But come on, let's use our heads. You can complete all the forms with made up names, SS and DOB and print the forms. Then type them back into your PC with the correct info. That is not too big of a deal if you think the will and trust are a good idea.
BoxerBrief
06-28-2008, 10:28 PM
I thought the title was Free Wii. I got excited. I'm less excited now, but I still need a will so I'll check it out.
I thought I saw the same thing too...
eagledriver
06-28-2008, 10:29 PM
Not giving her nor anyone else my SSN DoB, etc.
NOt worth the risk IMO
Yosemity
06-28-2008, 10:29 PM
Here's the correct one:
peoplefirst (no space between the words)
I put a space between the two words and it work just fine for me.
MattbNova
06-28-2008, 10:30 PM
Unfortunatally, most (if not all) of the will kits leave out quite a bit. It's a good idea to start with, but you really need to have someone who knows what they are doing make sure that it will hold up in a court of law.
Rocketboy_X is absolutely right. Not all jurisdictions recognize holographic wills (i.e. those that you write yourself). For those states that do recognize them, they need to be handwritten by the testator(s). Therefore, be REALLY skeptical of a form will that you print out with mere blanks to fill in. Getting the will properly witnessed and notarized helps, but if your will gets contested it will be a big showdown in probate court.
You may want to ask yourself how much it is really worth for you to ensure your property is distributed the way you want it to be when you pass. -But thats my two cents. :shake:
Yosemity
06-28-2008, 10:31 PM
Not giving her nor anyone else my SSN DoB, etc.
NOt worth the risk IMO
Agree. That is why I used bogus SSNs and DOBs.
bmommy
06-28-2008, 10:33 PM
repped! thanks op!
undertow
06-28-2008, 10:41 PM
Exposed SSNs aside... finally a deal that EVERY slickdealer needs, without argument! You're All-a gonn-a DIEEEE!!!
greatdiamonds4u
06-28-2008, 10:45 PM
Exposed SSNs aside... finally a deal that EVERY slickdealer needs, without argument! You're All-a gonn-a DIEEEE!!!
very true.
plus you can not beat free
beerbal
06-28-2008, 11:01 PM
very true.
plus you can not beat free
All you wingbats before going on and on about online security and storing stuff offsite, read this: https://www.suzeormanwillandtrust.com/account/saveandprotect2
So, unless you want your cake and eat it too, you *can* store your data on your computer and not have to upload everything to Suze Orman's site.
lamont's lament
06-28-2008, 11:15 PM
Rocketboy_X is absolutely right. Not all jurisdictions recognize holographic wills (i.e. those that you write yourself). For those states that do recognize them, they need to be handwritten by the testator(s). Therefore, be REALLY skeptical of a form will that you print out with mere blanks to fill in. Getting the will properly witnessed and notarized helps, but if your will gets contested it will be a big showdown in probate court.
You may want to ask yourself how much it is really worth for you to ensure your property is distributed the way you want it to be when you pass. -But thats my two cents. :shake:
well said
if you own a home and have more than one (potential) beneficiary, you're equally likely to avoid probate by having something hand-written, signed, and notarized
BGreider
06-28-2008, 11:18 PM
Exposed SSNs aside... finally a deal that EVERY slickdealer needs, without argument! You're All-a gonn-a DIEEEE!!!
Maybe not
http://skepdic.com/maya.html
http://www.religioustolerance.org/rapture3.htm
http://www.endofworld.net/
well we wouldn't need wills anyway
orangearrows
06-28-2008, 11:27 PM
Maybe not
http://skepdic.com/maya.html
http://www.religioustolerance.org/rapture3.htm
http://www.endofworld.net/
well we wouldn't need wills anyway
if the world was ending , would be need to store data securely ........?
.....oh yeah......we are going to the AXIOM...forgot about that
john1863
06-28-2008, 11:35 PM
Can someone please tell me what licenses she has. Oh, wait NONE. Why would you take advice from someone who is merely an author and not licensed in the industry she tries to represent?
According to her bio on the website:
[Suze] Orman, a CERTIFIED FINANCIAL PLANNER™ professional, directed the Suze Orman Financial Group from 1987-1997, served as Vice President of Investments for Prudential Bache Securities from 1983-87, and from 1980-83 was an Account Executive at Merrill Lynch. Prior to that, she worked as a waitress at the Buttercup Bakery in Berkeley, California from 1973-80.
So, apparently more qualified than you. :rolleyes:
LuvRaga
06-29-2008, 12:45 AM
I don't trust Suze with any of my data. She's a self-proclaimed finance guru who's in it to make money. If she really wanted to give something away for free, this would have been downloadable.
SCOOTAH68
06-29-2008, 12:48 AM
Would it be too off-topic to talk about Suze? She seems like a nice person, but she comes across as so horribly fake that it really is too disturbing to watch her on a regular basis.
I'm with you. If you can stomach 5 minutes of watching her, count how many times she says FICO and then multiply that by 1 million = her annual contract by the FICO knuckleheads. She doesn't blurt that out though does she? :sleepy:
bvchurch
06-29-2008, 01:15 AM
All you wingbats before going on and on about online security and storing stuff offsite, read this: https://www.suzeormanwillandtrust.com/account/saveandprotect2
So, unless you want your cake and eat it too, you *can* store your data on your computer and not have to upload everything to Suze Orman's site.
You did my work for me :)
So let me touch on a few things that have been bothering me here:
1) I can not stand Suze Orman.
2) This is a deal for people who do not have a will and do not have the money to spend yet.
3) We "trust" our social security number with a lot of places.
A) Our employers for example may store our information in a small filebox, but hopefully a safe...maybe it is in a file cabinet that is left open or in the back of a portable trailer.
B) Our cell phone company or other creditor has this information, especially the person who signed us up for the account...maybe reading it aloud to them why someone else is in the store.
C) Our banks, investment firms and etc. have the number.
D) The government, Federal and state, have the information. Our SSN is sent through the mail here and is provided to agents who can check my information. At least my SSN is not on my pilots license (actually just a plastic pilot certificate) nor on my driver's license.
4) What scares me the most is giving the SSN to someone with whom I can not see their face, know their name, or know where they are located...
Though I still say this deal is hot.
.
NightVessel
06-29-2008, 01:31 AM
On the Suze Orman Show ... Suze announced that everyone can get her Will & Trust Kit for free from her website using the code "People First".
Free Will & Trust Kit
click on Will & Trust Kit... located upper right hand side of page
click on gift code
type in people first
and you can download it free.
http://www.suzeorman.com/
*** If link isn't working just type in.... www.suzeorman.com
moSom
06-29-2008, 01:50 AM
You did my work for me :)
So let me touch on a few things that have been bothering me here:
1) I can not stand Suze Orman.
2) This is a deal for people who do not have a will and do not have the money to spend yet.
3) We "trust" our social security number with a lot of places.
A) Our employers for example may store our information in a small filebox, but hopefully a safe...maybe it is in a file cabinet that is left open or in the back of a portable trailer.
B) Our cell phone company or other creditor has this information, especially the person who signed us up for the account...maybe reading it aloud to them why someone else is in the store.
C) Our banks, investment firms and etc. have the number.
D) The government, Federal and state, have the information. Our SSN is sent through the mail here and is provided to agents who can check my information. At least my SSN is not on my pilots license (actually just a plastic pilot certificate) nor on my driver's license.
4) What scares me the most is giving the SSN to someone with whom I can not see their face, know their name, or know where they are located...
Though I still say this deal is hot.
.Add this one to the list:
E) Some universities/colleges assign student ID numbers to be the student's social security number by default.
My entire ss number was printed on the student ID card that was issued to me from my local university.
---
Suze O. doesn't get on my nerves that much, but I think it's funny the way she says "car" insurance.
sxemama
06-29-2008, 02:02 AM
Would it be too off-topic to talk about Suze? She seems like a nice person, but she comes across as so horribly fake that it really is too disturbing to watch her on a regular basis.
:lol: I agree, but i still watch her. I like the Can I Afford It? segment, "Denied, denied, denied!" :lol: I don't think i would've guessed that she was gay though.
ckmckm
06-29-2008, 02:16 AM
http://www.endofworld.net/
:rofl2:
LiquidGlass
06-29-2008, 03:19 AM
Alright guys, coming from the legal field and a degree in trusts and wealth management and a masters, here's my 2 cents.
1) Yes this can supplement a will to an extent. Normally anything found with your personal effects can be deemed as a legal document and would dictate the allocation and distribution of your assets. With that said.....
HOWEVER, if this is the route you decide to go, please talk to an attorney within your state, as each state's laws vary accordingly. Also it's a great idea to see an attorney for a few reasons.
- they will have on file (evidence) that you were not coerced to write said will
- that you are of sound mind of the time of the will (which means a lot)
- and they can make sure the legal language is iron clad
Without even one of these then a relative/someone can show up when you die and challenge your "will" which will get your executor/family tied up in court leading to court costs and even possibly missing some crucial dates that an executor or trustee needs to meet to avoid certain taxes and creditors of your estate.
*small note* a living trust can avoid probate of your estate (again according to state laws, but is generally true)
2) If you are going to go down the trust path with these documents, please go to your favorite financial institution/bank. And ask to speak to a trust officer. They'll be able to take the time to explain everything to you in more detail than I can here.
ASK about a LIVING TRUST, it's a great thing. On top of that the trust can continue to control/distribute your assets after you die, essentially acting as a will for your estate.
For example if your son spends money like it grows on trees, then instead of giving him the car/house/money. A living trust could put this into an account that would be invested and he could either collect the interest or the interest would pay his bills etc.
Another plus for having a trust officer help you is that when you die you can name your trustee as executor. So that way your family won't have to worry about handling finances in a time when they're mourning. The trustee will work with the family and make sure the funeral gets set up and that all the proper steps are taking as far as your estate goes. Including protecting and collecting your assets as well as notifying creditors properly.
Just a few things to chew on, hope they help someone ;)
DealSeal
06-29-2008, 04:04 AM
T/y and thumbs up.
exclusiveguy
06-29-2008, 05:11 AM
Thanks
DealSeal
06-29-2008, 06:30 AM
Other thread about this already: http://forums.slickdeals.net/showthread.php?sduid=378545&t=857236
dottie
06-29-2008, 06:49 AM
I really need this. Thanks so much for the post even if it is a repeat, I never would have seen it. Rep for you
Kuahine
06-29-2008, 06:51 AM
looks like suze will keep the data secure for everyone.
Heheheh. Good one.
STARKAIT
06-29-2008, 07:47 AM
Thanks & repped! Any codes for the FICO kit? :)
TattyBear
06-29-2008, 08:07 AM
had no problems, thankxxx
Taylorsmom
06-29-2008, 08:36 AM
thanks!!
NightVessel
06-29-2008, 09:16 AM
oooops my bad = didn't see this so I reposted this... thanks the OP thumbs up and repped.
firewife2104
06-29-2008, 10:38 AM
thank you, even sent this to my rents.
papafreebird
06-29-2008, 11:31 AM
Thank you so much for posting the free will and trust kit info!
SweetKitty
06-29-2008, 01:08 PM
Very nice, thanks!
tracke38
06-29-2008, 02:45 PM
FREE Will & Trust Kit Suze Orman
click on http://www.suzeorman.com/
click on Will & Trust Kit
click on gift code
type in people first
and you can download it free.
Thank you & repped! :woot:
melsh
06-29-2008, 02:50 PM
thx & rep'd
velveetah
06-29-2008, 03:48 PM
Thanks OP and repped!
klobster
06-29-2008, 05:05 PM
Thanks, repped. I hit refresh a few times, so i could send some codes to my family!
undertow
06-29-2008, 05:45 PM
Thanks, repped. I hit refresh a few times, so i could send some codes to my family!
Your family will surely be thrilled that you think about their death so regularly... ;) Gee, Ma, while you're at it, I took out this insurance policy on you, as well -- ok, gotta go work on your brakes!
krazy4koupons
06-29-2008, 08:15 PM
thanks i guess it's never too early to prepare for death
krazy4koupons
06-29-2008, 08:17 PM
here is te direct link
https://www.suzeormanwillandtrust.com/giftcode/
SOAPNETDIVA53
06-29-2008, 08:58 PM
:confused: Can this be mailed by regular mail instead of dwn/l it?
cooldeal2003
06-29-2008, 09:13 PM
It is an online version. I am not comfortable some TV personality promising to keep my information secure online.
Thanks and repped for the post.
SOAPNETDIVA53
06-29-2008, 09:34 PM
[QUOTE=cooldeal2003;11909288]It is an online version. I am not comfortable some TV personality promising to keep my information secure online.
Thanks and repped for the post.[/QUOTE
Thanks for the info. I will pass on this one too as
I will not give her my personal info either.:shake:
Alright guys, coming from the legal field and a degree in trusts and wealth management and a masters, here's my 2 cents.
1) Yes this can supplement a will to an extent. Normally anything found with your personal effects can be deemed as a legal document and would dictate the allocation and distribution of your assets. With that said.....
HOWEVER, if this is the route you decide to go, please talk to an attorney within your state, as each state's laws vary accordingly. Also it's a great idea to see an attorney for a few reasons.
- they will have on file (evidence) that you were not coerced to write said will
- that you are of sound mind of the time of the will (which means a lot)
- and they can make sure the legal language is iron clad
Without even one of these then a relative/someone can show up when you die and challenge your "will" which will get your executor/family tied up in court leading to court costs and even possibly missing some crucial dates that an executor or trustee needs to meet to avoid certain taxes and creditors of your estate.
*small note* a living trust can avoid probate of your estate (again according to state laws, but is generally true)
2) If you are going to go down the trust path with these documents, please go to your favorite financial institution/bank. And ask to speak to a trust officer. They'll be able to take the time to explain everything to you in more detail than I can here.
ASK about a LIVING TRUST, it's a great thing. On top of that the trust can continue to control/distribute your assets after you die, essentially acting as a will for your estate.
For example if your son spends money like it grows on trees, then instead of giving him the car/house/money. A living trust could put this into an account that would be invested and he could either collect the interest or the interest would pay his bills etc.
Another plus for having a trust officer help you is that when you die you can name your trustee as executor. So that way your family won't have to worry about handling finances in a time when they're mourning. The trustee will work with the family and make sure the funeral gets set up and that all the proper steps are taking as far as your estate goes. Including protecting and collecting your assets as well as notifying creditors properly.
Just a few things to chew on, hope they help someone ;)
I am an attorney as well and agree with LiquidGlass. Check with a local attorney before relying on this type of will.
daiquiri
06-30-2008, 09:12 AM
I cannot download the will at all. I can just download encrypted stuff. Help please. Give me directions.
daiquiri-----> blonde
klobster
06-30-2008, 04:28 PM
here is te direct link
https://www.suzeormanwillandtrust.com/giftcode/
no HERE (https://www.suzeormanwillandtrust.com/account/upgrade_code) is ther direct link
greatdiamonds4u
07-03-2008, 11:36 AM
[QUOTE=cooldeal2003;11909288]It is an online version. I am not comfortable some TV personality promising to keep my information secure online.
Thanks and repped for the post.[/QUOTE
Thanks for the info. I will pass on this one too as
I will not give her my personal info either.:shake:
you do not have to share your personal info.
IwantOne
07-03-2008, 03:16 PM
I will not use it unless I can get the CD-ROM.
firerose
07-05-2008, 02:32 PM
thanks
scott78945
07-14-2008, 02:25 PM
It is an online version. I am not comfortable some TV personality promising to keep my information secure online.
Thanks and repped for the post.
She's a hell of a lot more than a "TV personality". Try doing some research first. She is a licensed financial planner in almost every state amongst other credentials. Google it and then come back...
kaktua
07-14-2008, 02:28 PM
Thank you! I am a big fan of Suze, and I'll surely grab this offer. Repped !!
LiquidGlass
07-15-2008, 05:01 PM
She's a hell of a lot more than a "TV personality". Try doing some research first. She is a licensed financial planner in almost every state amongst other credentials. Google it and then come back...
lol it doesn't mean a lot to be a licensed financial planner, you need more accreditation(s) than that.
ehawkins28
12-04-2008, 01:39 PM
New code from Dec 2 issue of Advocate Magazine:
Orman has offered her will-and-trust kit free to Advocate readers. Go to suzeorman.com, click on the "Will & Trust Kit" link in the left-hand navigation bar, click on the orange gift code button, and enter "Advocate" as the password. From there, follow the online instructions to redeem and activate the free kit.
oybnrml
12-04-2008, 05:20 PM
Thanks for the info.
phunkymonkee
12-05-2008, 10:50 PM
Thanks for this great find. :)
kbelloise
12-05-2008, 11:38 PM
I just did it all online. The thing I like about it most is that you can save each and every file to your PC as a pdf. When you are done filling in the info click on view and then click on "final" once you do that it gives you the option to print or save. Once you save it as a PDF, you can always go back and edit it if you want to. Then just reprint. Of course you will need to have it signed, witnessed and notarized again, but still...
Everything has to be printed out, signed, notarized and witnessed to be legal. But I did check with a lawyer here in MA and he said it all looks legit to him. Good enough for me.
TY OP!!! Repped!!! X2
Hubby and I have been talking about this for a long time and really couldn't afford to spend the money to have it done by a lawyer. As I said though, I was able to have this looked at by a lawyer in my state, MA.... he said it was all good as long as it is signed, witnessed and notarized.
Edited to add: sorry won't let me rep you. Thanks soooo much tho.... will try to give you reps another time. This was an awesome find!!!! TYVM!!!
MW4Coup
02-14-2009, 07:28 PM
Go to Suzeorman.com
On the left click on Will & Trust Kit
On the next page click on Gift code
Type in People First (as the gift code)
Then follow the info and get your free will and trust!
ieee488
02-14-2009, 07:53 PM
Wish there was a downloable version.
MW4Coup
02-14-2009, 07:59 PM
Yeah i know, but it is still great that the kit is free!!! I have bought many of her books and got the free electronic version of the 2009 Action Plan.
This kit was developed by her own attorney!
Smart Shopper
02-14-2009, 08:01 PM
Not sure I would feel comfortable giving away all my personal info such as SS#, driver's license #, DOB, etc.
MW4Coup
02-14-2009, 08:03 PM
I do understand that of course, you do not have to save the information on the website, it gives you several different options about it. She is one of the best financial advisors in the world and is very reliable.
suze orman snl skit (http://www.hulu.com/watch/19681/saturday-night-live-suze-orman)
sidvic999
02-14-2009, 08:06 PM
Not sure I would feel comfortable giving away all my personal info such as SS#, driver's license #, DOB, etc.
Me neither. This offer was made a while back on here, and I balked at the SS and and DOB then as well.
MW4Coup
02-14-2009, 08:08 PM
Kristen Wigg does such a great impression of her. I wish she did her more often on SNL!
88rover
02-14-2009, 08:14 PM
the SNL skit is great!
BosuxRedsux
02-14-2009, 08:18 PM
Complete Save & Protect: All information you enter will be automatically saved.
(more details)
Limited Save & Protect: The program will not save Social Security numbers or Dates of Birth; all other information will be saved. (more details)
No Save & Protect: None of the information you enter will be saved. Each time you use the Kit you will need to re-enter all information. (more details)
MW4Coup
02-14-2009, 08:21 PM
Yep that is correct BosuxRedsux, I should have copied that when I entered my info. You have the option of what info if any you want the site to keep. Thanks for doing that! I have never done anything with the wiki, I will add the info there.
Defcon1
02-14-2009, 09:18 PM
Not sure I would feel comfortable giving away all my personal info such as SS#, driver's license #, DOB, etc.
It doesn't ask for you SS# or driver's license#.
Thanks and Repped OP!
fjfjfj
02-14-2009, 09:27 PM
Not sure I would feel comfortable giving away all my personal info such as SS#, driver's license #, DOB, etc.
Seems like you could just put in dummy numbers when asked for personal info, then copy and paste the final will/trust into, say, a Word document and then insert the correct SSN, DL#, DOB, etc.?
InMyOwnWorld
02-15-2009, 01:01 PM
I saw this on the Suze Orman show last night and I don't see it posted so here it is:
Go to www.suzeorman.com
Click on: Will and Trust Kit on the left hand side
Click on: Gift Code
Enter in: people first
It will give you a code you can use right away to start your will and trust kit, OR you can save the code for later, when you are ready. Make sure to copy down the website to return to as well, since it looks different from the main site.
nogoodemail
02-15-2009, 01:05 PM
Thanks
TattyBear
02-15-2009, 01:07 PM
:thanks:
melsh
02-15-2009, 02:21 PM
:cool:
Nikayla
02-21-2009, 09:31 PM
The code people first just worked.
Jar720
02-22-2009, 06:50 AM
Thank you a very important find! How do I rep?
Insomniac69
02-26-2009, 10:45 PM
repped
Thanks and Repped!!! I need to start helping my parents begin putting this stuff together.
:( Same here...
MrGreenEyes
02-27-2009, 07:58 AM
Thanks OP
heyyitsrobert
04-04-2009, 07:03 PM
Visit: https://www.suzeormanwillandtrust.com/giftcode/
Enter: "People First"
Click Submit
You will be given an activation code for your kit which you can use now, or at later date.
If you like please rep :)
You’ll get access to over 50 forms that cover practically every aspect of your financial life. In this Internet program, you’ll find:
* An easy-to-answer questionnaire that will automatically select the correct must-have documents for you
* Audio and visual explanations taking you paragraph by paragraph through the four must-have documents
* 10 electronic guidebooks, that cover all aspects of your financial life
* Free automatic updates, so your documents will always be current
It’s like having your own financial planner and personal trust attorney at your fingertips!
* Personalize – Fill in the questionnaire, and the program will automatically select and populate all the essential documents to fit your unique situation.
* Print – Listen to or read a step-by-step explanation of what you need to know. Then print out the relevant documents.
* Protect – To complete the process, follow the instructions that print out with your documents. (In some cases, forms will need to be witnessed and notarized.) Then store them in a safe place.
Now you and your loved ones are protected!
lilNuisance
04-05-2009, 02:03 PM
Suze Orman's Will and Trust Kit - free online
Suze Orman's Will and Trust Kit - Free! ($13.50 value).
Under "Enter Your Gift Code" type "People First" in the box.
Click Submit.
You will get your activation code and you can use the code immediately or save it for a later date.
https://www.suzeormanwillandtrust.com/giftcode/
```````````````````````````````````
SUZEORMAN WILL & TRUST KIT FOR FREE
This is a kit not a advise from Suze
A $2500 value! (that's what the website says)
Buy the Will & Trust Kit to get ALL of the must-have documents you need to completely protect you and your family. A $2,500 Value! You can’t afford to miss out on this offer.
ONLY $13.50
Instant Online Access
(Internet-based program)
This online program includes the
four “must-have documents”:
* Will
* Revocable Trust
* Financial Power of Attorney
* Durable Power of Attorney for Health Care
PLEASE NOTE: This program is an Online Version. You will receive your activation information within your e-mail confirmation. You WILL NOT receive an item in the mail.
If you’re an existing Will & Trust kit user, click here to login.
You’ll get access to over 50 forms that cover practically every aspect of your financial life. In this Internet program, you’ll find:
* An easy-to-answer questionnaire that will automatically select the correct must-have
documents for you
* Audio and visual explanations taking you paragraph by paragraph through the four must-have documents
* 10 electronic guidebooks, that cover all aspects of your financial life
* Free automatic updates, so your documents will always be current
It’s like having your own financial planner and personal trust attorney at your fingertips!
* Personalize – Fill in the questionnaire, and the program will automatically select and populate all the essential documents to fit your unique situation.
* Print – Listen to or read a step-by-step explanation of what you need to know. Then print out the relevant documents.
* Protect – To complete the process, follow the instructions that print out with your documents. (In some cases, forms will need to be witnessed and notarized.) Then store them in a safe place.
Now you and your loved ones are protected!
Follow:
1. Go to h t t p:// w w w.suzeorman.com
2. Left Bar - you will see Will & Trust Kit link
3. Click on Gift Code
4. Enter the code - "People First"
5. Have Fun :D
gimper48
04-05-2009, 02:36 PM
Her advise has been debunked by the experts a million times. Do a quick search on her vs economists, and a million other experts see what you see.
WheelaDeala
04-05-2009, 02:37 PM
Her advise has been debunked by the experts a million times. Do a quick search on her vs economists, and a million other experts see what you see.
This isn't for free advice. It is for a free kit. Please separate your crapping from the facts. Thank you.
agoramilio
04-05-2009, 02:51 PM
epic fail :(
WheelaDeala
04-05-2009, 02:52 PM
plus it apparently isnt free
need to read the entire OP.
Tennman
04-05-2009, 02:56 PM
REPOST
http://forums.slickdeals.net/showthread.php?sduid=82561&t=857236&highlight=will+trust
GirlOfTheCity
04-05-2009, 03:03 PM
Thank you, much appreciated.:look:
kaborka
04-05-2009, 03:05 PM
The code worked fine. Thanks OP! Repped
bmommy
04-05-2009, 03:27 PM
:bump: :bump: :bump:
someone just posted this in HD again and I wanted to bump this because the code is active again (or still?) and is an awesome tool for people. all parents need a will, so check it out.
thanks, OP!
BosuxRedsux
04-05-2009, 03:30 PM
i just willed my estate to obama. figure i do it before his henchmen takes it from me.
SpinDizzy
04-05-2009, 03:42 PM
DO NOT Save any of my data.
If you prefer to save and protect the information you’ve entered into this program yourself, select this option. With this option you will have to re-enter your information every time you return to the program. By following the instructions & tips below, you will be able to download a backup of your document data to your personal computer and then reload or IMPORT it when you need to. However, please carefully and completely read this page before you elect to use this method instead of the first so that you have a full understanding of what to expect if you assume this responsibility yourself.
This “Do-It-Yourself” method of saving your data will prevent the program from saving any of your document data on the Ultimate Protection Portfolio secure server. You will then be personally responsible for saving and storing your data if you wish to save it at all.
Instructions & Tips For Saving Your Data Yourself
1. Change the automatic “Save & Protect” feature to option C by following these steps:
* Make sure you are logged into the Ultimate Protection Portfolio/Will & Trust Kit.
* Click on the “Edit Profile” link at the top of any page.
* Under “Save & Protect Your Data”, check to see which option is selected A, B, or C.
* If the selection is C, the “Save & Protect” function is currently NOT saving any of your document data—you are done.
* If the selection is A or B, click on the ‘Change Setting’ button.
* Change your selection to option C and click the ‘Continue’ button. The “Save & Protect” feature should now be OFF.
2. Once you have turned the automatic saving feature to option C, this program will no longer store any of your document data.
3. If you wish to save your data, you will have to EXPORT BEFORE YOU EXIT the site. If you do not perform this export before you exit the site, your data will be lost.
4. Every time you visit this web site and make changes, you will need to perform the EXPORT if you wish to save those data changes.
5. If you return to the web site at a later date and have previously performed an EXPORT of data, you can IMPORT that data back into the system so that all your information will be reloaded.
6. If you plan to import data, you need to make sure you store the exported data in an area on your computer where you can find it again. Likewise, if you export data multiple times and save each data export separately on your computer, you will need to make sure you are importing the correct data file when you go through that process.
Cynth21
04-06-2009, 05:27 AM
Free online version of Suze Orman's Will and Trust Kit
https://www.suzeormanwillandtrust.com/giftcode/
Quote:
...use the gift code people first to receive a free online version of Suze Orman's Will & Trust Kit/Ultimate Protection Portfolio.
The hard copy version of the kit costs $12.89 on Overstock.com. Here's the product description:
This is an easy-to-use and fast way for you and other members of your household to create your own will, living revocable trust, and all the other must-have documents you need to protect you and your family. It's as easy as 1-2-3-simply personalize, print, and protect.
Suze Orman and her own estate trust attorney have created the most state-of-the-art documents found anywhere. There are more than $2,500 worth of estate documents in this kit. Why pay thousands of dollars when you can get the same documents in this kit for $19.95!
standingongrace
04-06-2009, 06:50 PM
thanks so much!
Shopper77
04-06-2009, 08:54 PM
really cool!!!
libran7
04-09-2009, 10:46 AM
Hi,
I did a search on SD and didn't find anything about this. Please be patient if this was already posted.
Hope people can take advantage of this free offer.
Insurance Kit
I’m not 100% sure of what all this kit provides you, but it appears to be some sort of questionnaire which helps determine your insurance needs. I’ll try it out myself shortly. From the site:
This one-of-a-kind program provides you and your family with an instant, on-line evaluation of your insurance needs. Suze’s Insurance Kit provides easy to understand, step-by-step advice to help you determine if you have the right coverage in place for all the important areas of your life.
It also includes a disaster simulator and a online home inventory tracker which can store photos and receipts in case of an insurance claim.
To get your free activation code, visit this page (https://www.suzeormaninsurance.com/account/giftcode/) and enter the following gift code: “people first“.
Piccaboo
04-14-2009, 04:44 PM
I am an attorney as well and agree with LiquidGlass. Check with a local attorney before relying on this type of will.
As someone who's FIL bought this and didn't even own a computer :rofl2: and I asked him "what ya gonna do with that CD" :lmao: I highly agree :nod: He was interested in the Trust aspect - so I took that CD and put it thru my computer and ran his info through it. Nada :nono2: would I ever allow this as a legal, binding document to hold up. It's ambiguous in it's wording. We had Will's done previously, so I know how a Will should read, at least in my own State - there is too much room for error in the way this is set up, imho.
We took my FIL to an Attorney to have several legal documents reviewed and changed, rather than rely on this :nod: Money spent and peace of mind, was better than this.
beckinthepaint
04-15-2009, 08:40 AM
<looks over shoulder> DO I need this...??
crimgirl
04-16-2009, 09:22 AM
no more free will and trust? only getting insurance options
jpdragon
04-16-2009, 12:49 PM
Code Registration: Your activation code is: 13e36-79abd-05b33.
zavias
05-23-2009, 08:04 PM
Go to suzeorman.com. Then click on Will and Trust Kit in the left hand side and enter the code People First.
This was on her show tonight. The site is getting slammed right now. I'm not sure how long the code is good for though.
She usually sells this for $13.50.
bloodguard
05-23-2009, 08:04 PM
Free - Suze Orman's Will and Trust program
Usable in all 50 states.
Just go to Suze Orman's website. (http://www.suzeorman.com) Click on Will and Trust on the menu to the left.
She just gave out a code to download it for free. Key in: People First in the gift code area.
I haven't tried it yet. The site is being hammered...
slickmomys
05-23-2009, 09:00 PM
I just tried it and it worked like a charm. Enter the code in the gift code box.
The code is people first
Thumbs up.
BUFdriver
05-23-2009, 09:14 PM
Funny. I minimize the window that gives me the code. Every time I maximize that window again, it gives me a new code. I suppose F5 (refresh) gives the same results. Thanks, OP.
sassyfragger
05-23-2009, 09:19 PM
Has anyone actually done this? I'm in the process of doing mine on legalzoom- care to compare?
choke
05-23-2009, 09:26 PM
Not a download -- you get an activation key for the online version.
jappyhick
05-24-2009, 04:17 AM
Online Will and Trust Kit via coupon code "people first".
Get Suze’s all new Will & Trust Kit/Ultimate Protection Portfolio by following the directions under
“Enter Your Gift Code” below.
What’s New
Enhanced user experience
Automatic updates and upgrades so all your documents will be current
Improved printing compatibility
Special “Save & Protect” feature that securely stores your documents for you so that you can access them from anywhere you have an Internet connection
You will get an activation code and further instructions to unlock your very own copy of the Will & Trust Kit.
https://www.suzeormanwillandtrust.com/giftcode/
maxie88
05-24-2009, 07:28 PM
Would it be too off-topic to talk about Suze? She seems like a nice person, but she comes across as so horribly fake that it really is too disturbing to watch her on a regular basis.
Yes, it's OT but more importantly who cares what your personal taste is? Don't want to watch her? OK, don't.