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Suze Orman Financial Group Last Will & Testament Review


ConsumersAdvocate.org Rating: 4.4 / 5 (Excellent)
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Suze Orman Financial Group is a financial service company that specializes in assisting clients with financial planning services. Suze Orman is a national celebrity who has been providing financial advice including estate planning, since 1987. The company is headquartered in Emerysville, California.
 
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How is Suze Orman rated?

Breakdown

4.8/5
Pricing
4.0/5
Services
4.3/5
Customer Experience

Overall Rating: 4.4 / 5 (Excellent)

Suze Orman is a highly respected financial advisor and national celebrity who has been providing financial advice to the general public since 1987. Her company offers a plethora of financial planning and tools in various forms including books, audio, video, live events, an online course, and kits. One of these is the "Must Have Documents" Online Program for last will and testament document creation. The program's pricing is higher than competitors; however, it is a powerful do-it-yourself tool that provides online access to over 50 legal forms and more. If a consumer doesn't mind the price tag, we recommend this product to anyone looking for a comprehensive online will and testament program.

Suze Orman Service

Pricing - 4.8 / 5

Suze Orman's "Must Have Documents" Online Program is a customizable financial program, providing customers access to over 50 legal forms, including four of the critical estate planning legal documents: will, revocable trust, financial power of attorney, and durable power of attorney for healthcare. To complete the forms, customers go through an easy-to-follow questionnaire and the forms are then automatically populated. The product does provide free updates to keep customer's documents up to date with current laws.

The program also includes audio/CD, video/DVD explanations of every paragraph in a form as well as 10 electronic guidebooks. The company does not offer legal advice.
Customer Base
Personal
Estate Planning
Last Will & Testament
Living Will
Living Trust
Healthcare Power of Attorney
Financial Power of Attorney
Additional Services
Financial

Suze Orman Pricing

Services - 4 / 5

According to the company, this $90 program "is a $2,500 value" and on that consumers should not pass it up. The online program provides free updates to will and testament documents. The company does not offer a free trial or free templates.
Estate Planning Cost
$90.00
Free Templates
Free Trial

Suze Orman Company Reputation

Customer Experience - 4.3 / 5

Suze Orman is a worldwide celebrity and highly respected financial advisor with mass appeal. She has been offering financial and legal advice to the general public since 1987. The company's rating with the Better Business Bureau is good. Even though there are no negative reviews, the one posted customer complaint has not been answered by the company; therefore, that is reflected in the bureau's rating. The company is not listed with trustpilot.com.
BBB Rating
B-
Date Collected
2018-05-23

Company Profile

Full Name
Suze Orman Financial Group Last Will & Testament
Company Website
https://www.suzeorman.com/
Headquarters
2000 Powell Street Suite 1605, Emeryville, CA, 94608

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Customer Comments & Reviews

Loading Reviews ...
Leslie H
11/30/2019
When I purchased this package, I did NOT realize that I HAVE to create a Trust. I am 60 years old. I never married and never had children. IF I create this TRUST - I then have to change the Title of my Home, Car, Bank Accounts, Stock Accounts. At least I would only have to do ONE Tax Return - the Trust would use my SS#. I am NOT going to use this program. $108.00 down the drain. I am past the 30 day return period. My friend is in the same boat. Single, etc. We are BOTH very disappointed that the Trust info was not clearly stated when you look at the SuzeOrmanNow website. It should be noted right after the Trust under "The 4 Must Have's" - that you HAVE to do the Trust with this... Read More

Top Rated
Our Partner
  • Online service created by lawyers 
  • 30-day refund policy
  • Experienced staff available for instant chat Sunday through Friday
  • Plans for wills, trusts and guardianships
  • Prices range from $39 to $499
  • Free printing and shipping
  • Customized service through a 10-minutes process
  • Frequently asked questions available online
  • State-specific and legally valid estate planning
  • Attorney consultations available for an additional fee
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