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The upside is that it's very efficient and expedites completing forms effectively. I have used other software and didn't find them to be easy to navigate or efficient.
What do you dislike?
The downside is that sometimes the text doesn't align when filling in forms I have to complete from other service industries. Also, when PDFfiller is the default PDF it does not print without having to refresh several times.
Recommendations to others considering the product:
This software is really good and does make my administrative work easier and less tedious. There are some quirks but when I have experienced them, the support received was expedient and exceeded my expectations.
What problems are you solving with the product? What benefits have you realized?
It has really helped me to complete the necessary documents in a timely manner when there are no glitches. I love the easy access to my documents when completed.
2020-02-05
I needed to create new documents when…
I needed to create new documents when my original templates had disappeared because I moved and my email locked me out. PDF Filler came to the rescue and made it possible for me to create all new documents and templates and I was back in business.
2020-01-29
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2019-01-23
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2023-06-30
Hello:) This is an incredible…
Hello:) This is an incredible experience of communicating with online help. Thanks Kara's did me a big favor by helping me figure out the site.
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2023-05-23
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2021-02-17
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2021-01-05
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2020-06-27
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2025-06-18
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 settled sum of a trust?
The 'settled sum' is demonstrative of trust assets and reflects the exchange of these assets to be held on trust by the trustee. In most cases, once a bank account is created, the settled sum will be the first deposit into the account.
Does a unit trust have a settled sum?
Unit trusts, as separate legal entities, are not like companies or individuals. For the trust to be effective, the Settler pays the Trustee an amount called the Settled Sum. The Trustee holds this property, along with any other agreed property or finances in accordance with the provisions of the Trust Deed.
How many units are in a unit trust?
A Unit Trust holds assets or is used to trade through. A Unit Trust apportions trust assets according to 'units'. As a Unit Holder, you get beneficial ownership of trust property according to the number of units you own. For example, what if you have 150 units and I have 50 units.
Can a unit trust distribute losses?
The beneficiaries of a trust do not share trust losses. Instead, losses incurred by trusts are trapped in the trust. Similar to company losses being trapped in a company. Trust losses are carried forward and may be offset against future trust income if the trust loss provisions allow that.
Can unit trust retain profits?
A company can retain profits at the company tax rate of 30%. Any undistributed income in a unit trust is taxed at the top marginal rate of 49%. A unit trust can access the 50% capital gains discount for assets held longer than 12 months, companies can't.
What does it mean to settle a trust?
A settlement in trusts law is a deed (also called a trust instrument) whereby real estate, land, or other property is given by a settler into trust so that the beneficiary only has the limited right to the property (for example during their life), but usually has no right to transfer the land to another or leave it in
How long does it take to settle a trust?
A simple estate or trust can often be settled within a few months, while a complicated estate or trust can take one or more years to close.
What is the difference between a trust and a settlement?
A settlement Settlements may involve written agreements or deeds. Trusts are a common type, but a settlement can also be a disposition, covenant or agreement. However, there doesn't have to be a deed and so settlements can also include an unwritten arrangement or even a straightforward gift or transfer of property.
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