Suze Specialist

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Latest activity by Suze Specialist
  • Suze Specialist created an article,

    Funding Your Trust

    By itself, your trust document means nothing; only when you take title to your assets as trustee(s) of your trust does it become a valid legal tool. Funding means taking the required steps to chang...

  • Suze Specialist created an article,

    Troubleshooting: Video not Playing

    If you are experiencing difficulty with your video playing it may be a browser issue. We recommend clearing your web browser's Cookies/Cache. We also recommend using Google chrome as it works best ...

  • Suze Specialist created an article,

    Orders from Amazon

    If you ordered from Amazon, you will need to contact their support team for order information.

  • Suze Specialist created an article,

    Share the Program with Family

    To create documents for others, you will need to log out of your account and create a new profile for each individual. 1. Navigate to 2. Enter your activation code  3...

  • Suze Specialist created an article,

    Money Tools

      The forms, website links, calculators, and website links, below, are the Money Tools that will help you throughout your life. Please check them all out by clicking on the section title. *Sign i...

  • Suze Specialist created an article,

    Managing an Estate FAQ's

    Click on a question to learn about the topic. If you turn your sound up, you can listen to an explanation or read along with the provided transcript. If you are on a mobile device, you may have t...

  • Suze Specialist created an article,


    Get an education! Review this glossary to familiarize yourself with the terms used in your documents and throughout this program. Advance DirectiveAn advance directive is designed to let a ph...