My husband and I recently purchased the Suze Orman Protection Portfolio.
After going through the process of signing in and beginning to fill out the Will, it was obvious that there was a problem. Not only did it not allow for more than one contingent beneficiary, it also was not a pour over Will. The type of Will required when used with a Trust. We called their support number but they explained the limitations of the program.
After reviewing these documents with our attorney it was confirmed that we had wasted our money. I'm sure needing more than one contingent beneficiary is a common need for most people.
I've known this firm for many years and know they were not looking to just make money.
So now we have a nice expensive case to organize our documents that will be prepared by our attorney.
Pretty much a total waste of money. Sad because I think Suze otherwise has done a great job trying to educate people about their financial well being.
5 years ago
Suze Orman has a
1.7
average rating
from
15
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