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PDF filler is easy to work with, easy for the clients to sign and send documents back, overall a winner
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2019-08-15
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The program is easy to use and super convenient. Your documents are always with you on the server PDFIller provides.
What do you dislike?
Getting in touch with a person in customer service is impossible and emails to cust. serv. have not been answered. I originally signed up as a single user; but then as my needs expanded at my office, I added and paid for three more users. For a while everything worked without issue, but then the other three users could not log-in and the different prompts in my dashboard were saying the subscriptions were active and to this day my office staff works through my sole account which can knock someone off in the middle of something.
What problems are you solving with the product? What benefits have you realized?
The fax benefit is awesome. I use the program with my insurance agency. It is way more user friendly than Adobe and you don't need a separate service to send a client a form to sign.
2019-08-15
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2020-02-29
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2021-04-10
Thomas from PDFFILLER did an AMAZING…
Thomas from PDFFILLER did an AMAZING job helping me resolve my matter. He was professional and helped me as a consumer. I will definitely keep doing business with you guys!!
2021-01-12
Save to Cloud Revocable Living Trust Feature
The Save to Cloud Revocable Living Trust feature empowers you to manage your estate planning efficiently. With this tool, you can easily create and store your living trust documents securely in the cloud. Whether you are just starting your estate planning or need to update existing documents, this feature simplifies the process.
Key Features
Secure cloud storage for important documents
Easy access from any device with internet
User-friendly interface for creating and editing trusts
Safe sharing options with trusted advisors or family members
Regular updates to ensure compliance with current laws
Potential Use Cases and Benefits
Create a revocable living trust to manage your assets seamlessly
Update your trust as your circumstances change, such as marriage or having children
Establish a plan for asset distribution according to your wishes
Provide your family peace of mind by clearly outlining your estate plan
Avoid the lengthy probate process by having a well-drafted trust
This feature addresses your concerns by providing a straightforward approach to estate planning. By keeping your living trust documents in the cloud, you eliminate the risk of loss, ensuring your wishes are always accessible. You gain control over your estate, knowing that your plans are secure and easily updated as needed.
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