This one size approach will negatively impact many people.
An example is in her “Wills and Trusts kit” which she says contains “all the estate planning documents you need”. “It’s like having your own financial planner and personal trust attorney at your finger tips”. Neither of these statements is true. It’s the kind of language that salespeople use to hype their product and I’m sure it sounds good for those that are buying the kit.
The kit states that the information provided is of general nature and for specific advice see your attorney. Yet the CD allows the buyer to produce legal documents, which to me is “very specific”. The instructions also say to take the forms that are produced to your attorney for review. Yeah like that’s going to happen. People purchase the kit because they believe the kit is a way to get out of paying for legal advice.
Estate planning documents can be very complex and should be prepared by an attorney. The layperson has no way to understand the potential legal problems with faulty or incomplete documents.
On the “test” forms that were produced for me, the notary block on each document were incorrect for California and it would be illegal for a notary to notarize such a document.
http://www.forbes.com/sites/feeonlyplanner/2011/06/08/the-good-the-bad-but-the-never-ugly-suze-orman...
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"The world is a dangerous place, not because of those who do evil, but because of those who look on and do nothing." - Albert Einstein