Suze Orman's Protection Portfolio Author:Suze Orman Suze Orman's Protection Portfolio contains everything you need to create your own Will and Revocable Living Trust and many more essential documents. The Protection Portfolio comes with more than 40 forms and Website links that cover practically every important aspect of your financial life -- whether you're married, single, in a do... more »mestic partnership, or just living together -- from a will and a revocable living trust to home ownership, credit card debt, and replacing your birth certificate. The forms can be easily personalized over and over so your friends and family members can also benefit. Here is just a few of the forms contained within the Protection Portfolio: * Will
* Revocable Living Trust
* Financial Power of Attorney
* Cohabitation Agreement
* Durable Power of Attorney for Health Care
* IRA Beneficiary Designation Form
* Request a Credit Report
* Request Removal of Incorrect Information by Creditor
* Birth Certificate Request
* Marriage Certificate Request
* Divorce Decree Request
* Death Certificate Request
* Application for Passport by Mail
* Application for Social Security Card
(New, Replacement, or Name Change)
* Military Records Request
* U.S. Immigration and Naturalization Services Online Catalog of forms
... and many more! This guidebook contains over 160 pages of vital information, including detailed instructions that will assist you in protecting and making the right decisions in the ten most vital areas of your financial life -- from understanding your credit report and protecting yourself against identity theft, to how to take title properly on your home, to what you need to do when a loved one dies. This guidebook also includes worksheets and checklists to make sure you are thoroughly prepared for the "what-if's" of life.« less