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PDFFILLER has been one of the best platforms I’ve used in client document transmission. The price is unmatched for the services available and the HIPAA compliance seals the deal.
What do you dislike?
The only downside is how long some forms such as registration can take to complete when adding in the initial fillable fields.
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Many of my clients are throughout the country, so the ease of securely transmitting documents while maintaining HIPAA compliance is the best problem solved. I recently discovered the ability to have documents faxed digitally through the services and it’s cut down on my physical paperwork.
2019-06-08
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2019-01-22
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Never had yo use this before but it was…
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2020-11-04
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I wish the updates had an option to keep the title and not make duplicates. I like to keep "my documents" organized and not all the downloads unless I want to save it as multiple copies. I love that it combines pdfs w other docs. I love the highlight and annotate features.
2024-12-12
Set Date in the Codicil To Will Feature
The Set Date in the Codicil To Will feature allows you to easily specify when your codicil becomes effective. This tool ensures clarity and precision in your estate planning.
Key Features
Specify an effective date for your codicil.
Ensure accuracy and avoid misunderstandings.
Easily update your will with a clear timeline.
Enhance your estate planning process.
Potential Use Cases and Benefits
Create a seamless transition for changes in your will.
Address life changes such as marriage or divorce.
Simplify the updating process for future beneficiaries.
Provide peace of mind knowing your wishes are clear.
This feature helps you solve the problem of uncertainty in estate planning. By clearly defining the date when your codicil takes effect, you eliminate confusion for your loved ones. You can make changes to your will with confidence, knowing that your intentions are explicit and understood.
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