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2015-09-06
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2020-03-16
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The customer support is phenomenal. They always answer quickly and fix whatever issue i have. The actual software does it's supposed to and increases my productivity x10. There are features included to import government forms easily or you can upload your own. The templates are easy to create and to make new documents using.
What do you dislike?
The amount of options can be overwhelming. It seems like the product can do so much and would take a long time to fully understand or use. The speed of the application is actually pretty fast but its not a literal immediate load time.
Recommendations to others considering the product:
Learn to import your forms directly from their bank of existing forms. Be careful when editing fields so that you don't overwrite existing functionality. If you need help don't hesitate to do a live chat and screen share. Their chat agents will fix any issue you have. I've had them help me multiple times.
What problems are you solving with the product? What benefits have you realized?
We use it to fill out government tax forms, specifically form 1098c for our nonprofit organization. The primary benefit is a secure place to share and store all our documents that we can search and edit when we need. This software saves us an immense amount of time. It provides a method to update and edit documents in minutes with recurring pages that would otherwise take 4x times longer fill out and complete. We generally only use this form an IRS form specifically but i can see the use case for many types of companies and situations.
2020-02-03
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2021-08-28
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2020-07-22
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2020-06-26
Undo Table in Liquidating Trust Agreement
The Undo Table is an essential feature in your Liquidating Trust Agreement. It offers you a smarter way to manage changes and keep your records accurate and up to date. By using the Undo Table, you can navigate the complexities of trust agreements with ease.
Key Features of the Undo Table
Easily revert changes made in the trust agreement
Maintain a clear audit trail of modifications
Intuitive interface for quick access and navigation
Compatible with various document formats
Secure and reliable data storage
Potential Use Cases and Benefits
Correcting errors in documentation quickly and efficiently
Tracking changes made by multiple parties in real-time
Simplifying communication among stakeholders
Enhancing the accuracy of financial information
Reducing the risk of disputes related to trust agreements
The Undo Table addresses common challenges customers face in managing Liquidating Trust Agreements. Often, inaccuracies can create confusion and lead to delays in the resolution process. With the Undo Table, you gain the ability to make corrections on the fly, ensuring your documentation remains precise. This feature empowers you to manage your trust agreement confidently, enhances collaboration among involved parties, and supports a smoother transition through the liquidation process.
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What is a liquidating trustee?
liquidating trustee: person or entity charged with carrying out the Plan of Liquidation while representing the estate of the debtors.
Who are the beneficiaries of a liquidating trust?
Most liquidating trusts are intended to be classified as grantor trusts. At a high level, this means the claimants have received a deemed distribution of the debtor's assets and contributed these assets to the trustee. The claimants are beneficiaries of the trust and are treated as grantors and owners of the trust.
What does it mean when a trust is liquidated?
Liquidating trusts are commonly used to help shorten and conclude Chapter 11 cases by saving litigation for after plan confirmation. This can help save time and resources so the debtor can focus on conducting a sale or reorganization rather than being mired in creditor disputes while trying to do so.
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