Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Tuesday, October 24, 2006

Suze Orman Enters Estate Planning Market

Suze Orman of CNBC fame, is hawking a kit entitled Suze Orman's Organize and Protect Financial System on one of television's shopping channels, QVC.  For a mere $58.74 (plus shipping and handling), you may purchase a kit that lights up and floats which you may use to plan your estate.  Computer software is included to prepare "over 40 forms and documents including wills, revocable trusts, advanced directives, durable power of attorney for healthcare, and financial power of attorney."  The resulting documents are claimed to be "valid in all 50 states."


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If you don't mind not getting the plastic briefcase with the LED flashlight built into the handle (perhaps you've already got one?), you can find her estate planning software on Amazon for approximately $14 before shipping and handling.

Of course, you're going to get legal documents that explicitly (and intentionally) choose California law as the applicable law - which doesn't sound so bad for Californians, but seems like a big mistake for people in the other 49 states who may have trouble finding local counsel familiar with the applicable law, if it turns out there's some controversy about trust/estate administration.

But, hey, you saved a few thousand dollars by getting a $14 living trust, so as long as you don't need more than, say, 6-7 hours of lawyer time, you might be money ahead.

Posted by: Greg Broiles | Oct 27, 2006 1:48:31 AM

Suze I cannot do your new Ultimate program and would like to send it back. it is too complicated for me! no wonder attorneys charge so much. I am quite frustrated with the questions. please please take it into cosideration.

Posted by: Helen Trammell | Sep 25, 2007 12:02:50 PM

I've been a Louisiana estate planning attorney for 14 years. While I am all for making things simple and inexpensive for the consumer, it is impossible for a lay person to adequately prepare and maintain an estate plan with a "kit," particularly in Louisiana where our laws are different.

While I applaud Suze for educating consumers about important financial topics, I disagree with the way she promotes estate planning.

Posted by: Paul Rabalais | Nov 24, 2007 8:17:37 AM

Suzeorman.cnbc.com Where is my Will that I ordered from you month's ago?

Posted by: C. Woody | Apr 24, 2010 10:16:27 PM

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