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Works well, but not sure why you create a page that cannot be scanned and sent to the IRS on the first part of the form. If this is not legal or usable why have it?
2018-01-31
Great features, love the ruler that lets you type straight every line unlike Adobe Acrobat. I really like the compatibility with mobile phones to create your digital signature. Overall I was quite happy and impressed with the software. It would be great if the trial period was longer.
2019-01-17
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Free ability to fill and sign documents from any computer
What do you dislike?
Inserting images is not intuitive, and no mechanism to copy-paste fields within and between documents.
Recommendations to others considering the product:
Use this!
What problems are you solving with the product? What benefits have you realized?
It is one of my most frequently-used online tools. It has spared me needing to have a scanner.
Free ability to fill and sign documents from any computer
What do you dislike?
Inserting images is not intuitive, and no mechanism to copy-paste fields within and between documents.
Recommendations to others considering the product:
Use this!
What problems are you solving with the product? What benefits have you realized?
It is one of my most frequently-used online tools. It has spared me needing to have a scanner.
2020-02-10
It was fast, easy and extremely self explanatory. I actually signed up for it because it was worth it. I recommend it to anyone who needs access to documents quickly. There was also a plethora of different forms to choose from.
2023-07-16
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That it looks professional, it is easy to use, and there are so many common templates to use which are always necessary, especially for a small business owner.
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That it is always such a process to sign in if I am not at my home computer.
What problems is the product solving and how is that benefiting you?
It allows me to complete my forms needed in a timely manner and saving time for me is ALWAYS beneficial. I am more productive.
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Excellent site for completing and sending important professional looking documents.
2022-12-15
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I like being able to sign and edit PDF documents
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I cannot think of anything I dislike about pdfFiller
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It helps me sign documents. I am use the product to fill in tax related forms. It has increased productivity for my business
2022-02-07
will search for other free services…
will search for other free services without trials and any subscription after some time frame. please make this free. :)
2020-10-31
While Pdr Filer is a great tool
While Pdr Filer is a great tool. Customers should be given some type of training before they use the program. There are many features that are not being utilized because I don't how to they work or that they exist.
2020-08-01
The Quarantine Helper...
It has worked perfectly great in this time of need in which everything is been done from home. An excellent assistance to work from home.
2020-05-04
Join Table in the Revocable Living Trust Feature
Experience seamless management of your assets with the Join Table feature in a Revocable Living Trust. This feature allows you to easily connect different tables of data linked to your trust, providing clarity and enhancing the organization of your estate planning.
Key Features
User-friendly interface for easy navigation
Ability to link multiple trust documents
Real-time data updates across connected tables
Comprehensive access to trustee and beneficiary details
Secure data storage and backup options
Benefits and Use Cases
Simplifies management of larger estates with multiple assets
Facilitates clear communication between trustees and beneficiaries
Enables easy updates and modifications to your trust
Helps in compliance with legal requirements
Promotes organized record-keeping
By using the Join Table feature, you can solve the problem of disorganized asset management. Instead of juggling various documents and spreadsheets, you create a centralized hub for your trust-related information. This not only saves you time but also reduces the likelihood of errors. With everything neatly organized, you enhance transparency for your beneficiaries, ensuring they understand the trust's structure and their roles within it.
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What does Suze Orman say about revocable trust?
Orman was quick to defend living revocable trusts in her response to the caller. “There is no downside of having a living revocable trust. There are many, many upsides to it,” she said. “You say you have a power of attorney that allows your beneficiaries, if you become incapacitated, to buy or sell real estate.
What assets should not be placed in a revocable trust?
The assets you cannot put into a trust include the following: Medical savings accounts (MSAs) Health savings accounts (HSAs) Retirement assets: 403(b)s, 401(k)s, IRAs. Any assets that are held outside of the United States. Cash. Vehicles.
What assets should not be placed in a revocable trust?
The assets you cannot put into a trust include the following: Medical savings accounts (MSAs) Health savings accounts (HSAs) Retirement assets: 403(b)s, 401(k)s, IRAs. Any assets that are held outside of the United States. Cash. Vehicles.
What are the advantages of a joint revocable trust?
Not only can they provide privacy, they can also avoid the inconvenience and hassle of probate for your family. For married couples, a Joint Revocable Trust might be able to offer a sense of confidence that begins the day you both sign.
What is the primary purpose of a revocable living trust?
A revocable living trust is a trust document created by an individual that can be changed over time. Revocable living trusts are used to avoid probate and to protect the privacy of the trust owner and beneficiaries of the trust as well as minimize estate taxes.
What is the downside of a revocable trust?
The biggest downsides of a revocable trust include the following: Your trust assets aren't protected from creditors. You may not qualify for needs-based Medicaid coverage for a nursing home because the assets held in trust are still counted as resources when determining benefits eligibility.
What are the problems with joint revocable trusts?
With joint revocable trusts, both spouses must agree on all asset decisions. This requirement can often limit each spouse's control over the shared assets held in the trust, leading to conflicts or disagreements.
What is the greatest advantage of a revocable trust?
A revocable trust provides a way to ensure the continued management and preservation of your assets, should you die or become incapacitated, and allows the avoidance of a probate court proceeding after your death.
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