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PDF Filler was a Game changer for me! All my files are saved as a PDF now, I can sign documents and send back via fax or email to customers. Its also very handy with my touch screen laptop. I use a stylist pen and clients can sign just 1 time and I can use it over the course of all their documents. Clients can come in and sign without dealing with paper and copying. All I need is 1 signature and that's it!!! My whole team loves it, and I have had other Agents ask me what I use, so I have referred several of my friends to PDF FILLER.
What do you dislike?
Wish they had more fonts and color texts. Also it would be great if we could capture a signature and send it in to use. Perhaps a bigger data base for signatures as well, and more documents to be saved. Overall this program is very useful in my line of business. I use it multiple times a day, even on the weekends when necessary.
Recommendations to others considering the product:
Easy to use and saves time and money
What problems are you solving with the product? What benefits have you realized?
So much less paperwork! Saves time, money, paper and ink. 90% of my documents are saved on my computer. So no more bulky filing cabinets and paper records. Less $ on ink, and paper which is very expensive. Its actually safer to save to a hard drive anyway. Very pleased with everything PDF Filler has to offer my business.
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2020-11-14
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2020-07-25
Remove Tags from Revocable Living Trust Feature
The Remove Tags feature enhances your experience with managing a revocable living trust. This simple tool allows you to efficiently remove outdated or unnecessary tags from your trust documents.
Key Features
User-friendly interface for easy navigation
Instant tag removal with just a few clicks
Comprehensive tag management options
Secure handling of sensitive trust information
Compatible with various document formats
Potential Use Cases and Benefits
Streamline the organization of trust documents
Improve clarity in your estate planning
Reduce confusion by managing relevant tags
Easily update your living trust as your circumstances change
Maintain accurate records for smoother estate administration
This feature solves your problem by allowing you to keep your trust documents clean and manageable. By removing unnecessary tags, you can focus on what truly matters in your estate plan, making it easier for you and your beneficiaries to understand your intentions.
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