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Hard to find the erase button. But after I asked, I found it buried in the "tools" --seems like it should be more visible. Love the tool's simplicity otherwise.
2015-07-15
at first it was a little frustrating and I am still having difficulty in put totals on one of the pages. How do i remove the 0, to replace my correct figure?
2015-08-21
One big feature that is missing, as is from many of these types of editing / fill in forms, is the basic "Cut","Copy", "Paste" functions. However once I got use to the program's idiosyncrasies, It has been quite helpful. Oh, one more thing, I think more detailed instruction by some useful examples of how the features can benefit in everyday design of a fill-able forms would make it that much more useful.
2017-01-04
What do you like best?
Easy alignment within the document. Adding text box entries is very simple.
What do you dislike?
The process to delete a page within document has changed and I feel as if it takes longer.
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Creates quicker return of forms to business partners, clients, and coworkers. Each document ends up being finished with a clean and professional look
Easy alignment within the document. Adding text box entries is very simple.
What do you dislike?
The process to delete a page within document has changed and I feel as if it takes longer.
What problems are you solving with the product? What benefits have you realized?
Creates quicker return of forms to business partners, clients, and coworkers. Each document ends up being finished with a clean and professional look
2018-12-20
What do you like best?
It works. Easy to use platform. I've subscribed for several years and they continue to make improvements. I tried docusign and this was just as good.
What do you dislike?
I don't like that it won't link up with business accounts on OneDrive so I can't store my files on OneDrive. Really would be nice to have them fix that! Also for some weird reason, the system only can connect with personal accounts. Sometimes, it's not easy to find my documents. Finally, the plug-in for Chrome doesn't always work well. Usually, it's just better to go into the app itself.
Recommendations to others considering the product:
Compare the functionality you need to what it offers. I suspect you'll find it's sufficient.
What problems are you solving with the product? What benefits have you realized?
Send out paperwork for signatures and fill out paperwork online instead of printing, signing, and scanning it.
It works. Easy to use platform. I've subscribed for several years and they continue to make improvements. I tried docusign and this was just as good.
What do you dislike?
I don't like that it won't link up with business accounts on OneDrive so I can't store my files on OneDrive. Really would be nice to have them fix that! Also for some weird reason, the system only can connect with personal accounts. Sometimes, it's not easy to find my documents. Finally, the plug-in for Chrome doesn't always work well. Usually, it's just better to go into the app itself.
Recommendations to others considering the product:
Compare the functionality you need to what it offers. I suspect you'll find it's sufficient.
What problems are you solving with the product? What benefits have you realized?
Send out paperwork for signatures and fill out paperwork online instead of printing, signing, and scanning it.
2019-10-07
Easy to use and efficient
Excellent
The software is easy to use and the efficiency is definitely worth the price. I would recommend this product to friends and colleagues.
I haven't experienced any issues with the product.
2019-03-12
I just signed up with pdfFiller
I just signed up with pdfFiller
I am a financial Advisor in Edmonton, Alberta Canada
I have been a Broker for 46 years and I use to have an admin assistant that handled all my paperwork
But now I work from home, no admin person or receptionist, I am Chief Bottle washer & Cook
I chatted with Bob Today on a Technical issue on the size of a PDF, He was able to reduce it
I am very happy I found pdfFiller, my new assistant
that doesn't drink my coffee
I will be referring associates to pdfFiller
Thanks
Barry Fisher, JBF Financial
2024-02-06
I've been really happy with how easy it…
I've been really happy with how easy it is to find certain forms, then fill them in and print them, but I wasn't able to find a few forms I needed and had to look for them elsewhere. I'd be ecstatic if all the forms I needed were all in one place.
2023-10-26
The tools were pretty easy to use and…
The tools were pretty easy to use and overall I found editing my pdf document pretty simply even though I'm not too technically inclined
2023-09-28
Fill In Table in Revocable Living Trust Feature
The Fill In Table feature simplifies the management of your revocable living trust. With this tool, you can easily input necessary information, ensuring that your trust documents are clear and organized. Consequently, you avoid confusion and make it easier for your beneficiaries to understand your wishes.
Key Features
User-friendly interface for easy data entry
Customizable fields to fit your specific needs
Automatic updates to reflect changes in your trust
Print-ready format for sharing with advisors and family
Clear instructions that guide you through the process
Benefits and Use Cases
Ideal for individuals setting up their first revocable living trust
Helpful for those wanting to update existing trust details
A resource for estate planners seeking to streamline client communication
Useful for families preparing for inheritance planning discussions
This feature addresses your need for clarity and organization in your estate planning. By using the Fill In Table, you can present your trust information in a structured manner, making it simpler for loved ones to follow your wishes. Moreover, this functionality reduces the chances of errors, ensuring that your intentions are accurately captured.
For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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What is the biggest mistake parents make when setting up a trust fund UK?
Inadequate Trustee Selection Parents often make the mistake of choosing a trustee based solely on personal relationships without considering their financial acumen, integrity, and willingness to serve. Choosing one of the children is not always the best choice as other beneficiaries may see their role with suspicion.
What is the disadvantage of a revocable trust?
Drawbacks of revocable trusts As noted, to be included in a revocable trust, property must be reregistered in the name of the trust. In comparison to the cost of drafting a will, the attorney fees associated with drafting trust documents may be slightly higher. But in many cases, there may be no difference.
Who owns the property in a revocable trust in the UK?
Who owns the property in a trust? As the settlor, you still own the property within a Revocable Living Trust. Despite transferring an asset's title to the name of your trust, the asset is still considered part of your property when you use a Revocable Living Trust.
What is the downside to a living trust in the UK?
Trust has several merits- registering a trust and its administration are not very complex like of a company, and through the trust, you can securely transfer the assets to your young ones. On the other hand, as a disadvantage/demerit of trust, managing fund to pay immediate charge of 20% tax is difficult.
Is it a good idea to put your house in a trust in the UK?
It's generally not a good idea to put your home into a trust during your lifetime. Some advisors suggest transferring a share of the home to a trust to increase tax allowances. However, if the amount exceeds certain limits, this can lead to immediate inheritance tax charges.
What is the greatest advantage of a revocable trust?
Arguably, the single greatest advantage of choosing a revocable living trust is the simple fact that it avoids probate court. With a last will and testament, the named beneficiaries must go through a lengthy court hearing before they are able to legally obtain the estate and/or assets specified in the grantor's will.
What are the disadvantages of a living trust in the UK?
How can Percy Hughes & Roberts help? ProsCons Gives executors guidance on how to handle your estate No protection against Inheritance Tax Relatively inexpensive May require Probate Easy to amend over time during your lifetime Contents will become public record1 more row
What is the downfall of a living trust?
Complexity: Managing a trust requires ongoing paperwork and record-keeping, which can be burdensome and time-consuming. No Tax Benefits: Unlike some other estate planning tools, a revocable living trust does not offer direct tax advantages or reductions.
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