Free Online Will & Trust Kit From Suze Orman
On a recent episode of the Suze Orman TV show, she announced that you can go to her website and get her Online Will & Trust kit for free for a limited time. Via Slickdeals. Here’s how to get it:
- Go to SuzeOrman.com.
- Click on Will & Trust Kit link on upper left menu.
- Click the orange Gift Code button.
- Type in the code “people first”.
I signed up for the initial profile successfully, but haven’t finished the questionnaires. The software includes the ability to create a will, a revocable trust, Financial Power of Attorney, and an Advanced Directive / Durable Power of Attorney for Healthcare. One less reason for putting off doing one of these if it’s free! 
I’m not sure how this compares to a more established legal service like LegalZoom which I had considered using up until now (I used them to incorporate my home business), but they charge about $100. I suppose I must add that if you have substantial assets an estate attorney might be worth the extra cost.
Find more in Deals & Offers, Insurance | 6/29/08, 3:28am | Trackback
June 29th, 2008 at 4:54 am
Thank you. I don’t watch the show, but thought her new book was amazing, in what it covered. Thanks for saving me 2500$ or so!
June 29th, 2008 at 8:23 am
Thanks for the post. I’ve been meaning to set up a will for months now. This looks I don’t have any excuses anymore.
June 29th, 2008 at 9:25 am
sweet, thanks. a lot of stuff to complete!
June 29th, 2008 at 9:41 am
Thanks, this is great info.
June 29th, 2008 at 3:44 pm
Thank you! I greatly appreciate this.
June 29th, 2008 at 4:37 pm
Awesome! This is exactly why I HAVE to read your blog everyday. Has been on the “to-do” list for while now, but now we’re really looking forward to marking these as ‘DONE’!
June 29th, 2008 at 5:13 pm
Thanks for the notice. Without you posting, I wouldn’t know about any of these offers!
June 29th, 2008 at 5:33 pm
A-a-a-h, yeah,
Barman says no free lunch. Say, do you fill in those holes in your chest & head, or just let’em bleed? Are you gettin’ wha’cha want or wha’cha need?
June 29th, 2008 at 6:42 pm
There are a number of solicitors’ services that have some value in doing them yourself (and even then it’s risky). Do it yourself will kits on the other hand, merely pay for lawyers’ boats.
June 29th, 2008 at 9:15 pm
I saw this last night on her show, too! So exciting - makes me happy that I enjoy the pf subject & her advice
June 30th, 2008 at 3:07 am
[...] $100, and was still comparing between four or five and deciding which I wanted to commit to, when I read a post on My Money Blog over the weekend with a code to get Suze Orman’s Will and Trust p…. Well, since that was one of the ones I was looking into, and the cost had just been reduced to [...]
June 30th, 2008 at 5:35 am
I would have to say that if you have a very simple estate, or very limited needs, then you might be able to get away with doing this yourself. I am not a lawyer, and do not handle any of these types of documents, however, I always advise my clients to consult an attorney on all matters such as wills and/or trusts. Simply put, you probably have no legal background, and therefore are trusting your unique situation to an all-in-one, pre-formatted kit, and wouldn’t have a clue if you create the documents incorrectly. It is a very dangerous thing to take into your own hands with no experience or working knowledge especially something as important as finances.
June 30th, 2008 at 9:25 am
Thank you, Jonathan!! I have to agree — watching Suze leer at me with those EYES as I progressed through the setup pages on her site was a little unnerving, but overall I am very impressed with her efforts to make these vital documents freely available.
Does anyone know - upon completion of these documents, are they totally legal, or do I still need to spend $$ to have them proofread by an attorney? Perhaps Suze’s site will answer this upon completion of the documents, but my “too good to be true” gene is kicking in.
June 30th, 2008 at 10:15 am
This is a terrific tip!! I’m blogging about it tomorrow…
June 30th, 2008 at 12:41 pm
Hi, Thanks for the info. Does anyone have experience of having obtained whole completed document(s)? And if so what do you think? I do not have enough knowledge to be sure that all the documents are as good as those prepared by a lawyer who is charging big bucks.
June 30th, 2008 at 1:33 pm
I agree with Eric, be careful here. Also, as I understand it, even if you have a will, your estate still goes to probate. Personally, I have a Living Trust by an Attorney who specializes in this. It was only about $2K which was worth every dime. Having any Will is better than having nothing.
June 30th, 2008 at 4:12 pm
Jun—nothing will ever replace the services of a trained, experienced professional. If you have no legal background, how do you even know what information is required to complete these forms and that they will hold up in court? It is the same as doing taxes: a program may be beneficial if the information necessary is simple and straight-forward, but the more complicated your situation, the more convoluted the process becomes.
By spending the money on a professionally-prepared document, not only are you sure that it will be legally acceptable, but you generally will get the assistance of the preparer should anything be challenged in legal proceedings.
June 30th, 2008 at 7:33 pm
I have the same question as Rick. I didn’t use Suze Orman’s program but I did purchase Willmaker last year and held off on completing the program until I find out what I do with the document once it is completed.
June 30th, 2008 at 8:45 pm
I am involved in this area of the law on a daily basis, and today reviewed 4 wills from 4 different attorneys and found TONS of mistakes.
I couldn’t begin to imagine that a canned document would work for every situation in every state. Do yourself a favor, if you have any kind of substantial net worth have the docs done properly.
July 1st, 2008 at 8:14 am
Thanks for the tip! I just signed up, as this has been on my to-do list forever. Even if there are some issues with the program, it’s got to be better than having nothing!
July 1st, 2008 at 9:28 am
Thank you very, very much. I’ve been intending to do this since I read “Women and Money.”
July 2nd, 2008 at 12:35 pm
Jonathan - I noticed your last statement about using Legal Zoom to incorporate your home business. I hope you know that you can do that MUCH more cheaply by just registering with your Secretary of State.
I started to signup for Legal Zoom and found they wanted to charge me $600+. I signed up with the Secretary of State for $125. Now
THAT is a savings!
July 3rd, 2008 at 10:59 am
Isn’t that an OJ Simpson lawyer that owns legalzoom? The one that advertises on T.V.? In all good conscious I couldn’t contribute one dollar to that man’s income using legalzoom, could you?
July 6th, 2008 at 8:24 am
[...] for free: Writing A Will, Online Style She found out about this from Jonathan at My Money Blog (read more), which is where I found out about it. Thanks, [...]
July 28th, 2008 at 12:51 pm
You may already know this, but the gift code ‘people first’ also worked with the insurance kit.
Thanks for all your helpful tips.