Our Halfway Homestead

• Thursday, June 7, 2007 - Awesome Family Documents/Financial Resource!

I saw this on PBS the other night, and went looking around. I love that I can have all of our important documents in the same place, along with our valuables in case we ever need to get out in a hurry. And even if we don't, everything is still in one place for when I need to find it. I also love all the books and the fact that every document (will, trusts, power of attorneys, etc.) I will probably ever need is available with the click of my mouse!

They had this kit on PBS for a donation of $350!!!!!!!! YIKES! On her website, it is about $58 -- we got ours on Amazon for about $38. I'm sure you can probably find it around for even less.

Check out a vidoe of the details here --> http://www.suzeorman.com/protectprovid/

To go directly to the website, click here

Hope others find it useful as well!
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Create, organize, & store your most important documents

Highlights of the new Suze Orman Ultimate Protection Portfolio

DURABLE WATER-RESISTANT CASE – The Portfolio’s translucent blue plastic case with a blinking “find me” feature was specifically designed to protect your essential documents

INTEGRATED ORGANIZER – The Integrated Organizer takes the guess-work out of knowing where you’ve put your most important information: Filing System, Identification and Storage Pockets, Receipt, Tax Preparation Checklist, Emergency Contact Cards.

LIBRARY – A ten-book library corresponds to the ten file folders in the Protection Portfolio. Each book includes worksheets, and checklists to ensure that you’re thoroughly prepared for the “what-ifs” of life.

STATE OF THE ART INTERACTIVE PROGRAM – This state-of-the-art program includes audio of Suze literally walking you through each step. You simply have to answer clear cut questions, and then the correct documents are selected. The program has over 50 essential documents including the four must have documents that Suze feels almost everyone should have:

Will
Revocable Trust
Advanced Directive and Durable Power of Attorney for Health Care
Financial Power of Attorney

The program includes: Information tailored to the laws and regulations in all 50 states; Financial Calculators; Automatic Internet Updates; Links to key websites to help you manage your financial life; Personal information is safely encrypted on your PC; Multiple Users. The Ultimate Protection Portfolio covers more than just wills and trusts. Over 50 forms and documents are contained in the program. The Ultimate Protection Portfolio is divided into the ten most important financial areas of your life complete with essential forms, web site links, calculators, and worksheets to help you make important financial decisions.

Credit Cards, Records, and Debt
Important Personal Documents
Auto/RV & Boat
Personal Insurance
Social Security
Retirement
Investments
Estate Planning
Taxes
Home Ownership

PROTECTION HELP – If you ever have a question about the Ultimate Protection Portfolio, I’ve included a password, which allows you to access the “protection help” section of www.suzeorman.com.

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