ConsumersAdvocate.org
Disclosure: We receive advertising revenue from some partners. Learn more.
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.
- 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
Latest Suze Orman Reviews
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