Suze Orman's Must Have Documents

Janet is the author of the Suze Orman online program that includes the following four "must-have" documents: Will, Trust, Financial Power of Attorney and Durable Power of Attorney for Health Care. Janet has a commitment to making sophisticated estate planning documents available to as many people as possible. This program is the only one of its kind on the market giving the consumer access to Janet's actual estate planning documents. For more information or to purchase please visit : www.SuzeOrman.com


Will & Trust Kit Document Review

We offer a flat fee service for reviewing your complete must have documents. The cost for this is $495 and includes a brief phone conversation with Janet during which she reviews your documents and answers any questions you may have. For more information or if you'd like to engage Janet for this reveiw please give us a call.

Property Transfers and other Funding Services

If you would like our office to assist with your real property transfer or other funding services please give us a call for a flat fee quote. Prices vary by state and account type.

Technical concerns

If you encounter technical issues with the Suze Orman online program please call 1-800-654-5126 ext. 6.

Janet & Suze