Bold Quote in the Revocable Living Trust with ease For Free
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So far... your chat feature to get support is great. I seem to be moving along just fine. I uploaded a document and completed areas of "fillable" information. I only did 4 STARS as I have not published this to my site and tested the form.
2017-03-17
After contacting customer support, I was told that certain web browsers are more compatible than others in completing forms. Once I changed from Mozilla Firefox to Chrome, I was able to complete all fields of the form without problems. But it would have been helpful to publicize this information on your website so that much time was not wasted.
2017-08-25
Very helpful tool for 1099. How do you auto populate though. I find it tedious to manually type the same info over and over. Still WAY better than the alternative though. Thanks.
2019-02-11
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It's a bit slow, and sometimes crashes, requiring you to start over
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Definitely get and use the mobile app
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It makes it very easy to fill in forms that clients send me.
I like how easy it is to create forms and to fill out PDF forms. I also like the mobile app.
What do you dislike?
It's a bit slow, and sometimes crashes, requiring you to start over
Recommendations to others considering the product:
Definitely get and use the mobile app
What problems are you solving with the product? What benefits have you realized?
It makes it very easy to fill in forms that clients send me.
2016-05-23
I forgot to cancel my subscription…
I forgot to cancel my subscription before the payment date and the customer service operator Sam was very understanding and helpful!
2019-07-01
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It is not really cons, but some features are actually useless for me (ex: print to other companies to be sent at our offices)
2019-05-16
Very helpful for merging and deleting un needed pages in documents! Only issue is loosing the ability for the fillable spaces I created when I upload.
2023-02-02
4 stars because I can't remove the…
4 stars because I can't remove the "Verified by PDF Filler" symbol when I do a signature
2021-06-16
Your service is awesome! Saves time and money from having to run all the way from home to Staples then fax/email important documents to the recipient. This service is easy to edit and save/email documents to the recipients. I really love your service!
2020-04-24
Bold Quote in the Revocable Living Trust Feature
Managing your assets can be complex, but the Bold Quote feature in your Revocable Living Trust simplifies this process. It allows you to maintain control while providing clarity and peace of mind about your estate planning.
Key Features of Bold Quote
Flexible management of assets throughout your lifetime
Clear and concise directives for asset distribution
Ease of updates as your circumstances change
Protection against probate delays and costs
Confidentiality regarding your estate plans
Potential Use Cases and Benefits
Individuals who want to ensure their wishes are followed after passing
Families looking to avoid lengthy probate processes
People needing an adaptable estate plan that adjusts with life changes
Those seeking to keep their financial information private and secure
The Bold Quote feature in the Revocable Living Trust addresses your need for a flexible and straightforward estate plan. It helps you specify how you want your assets handled, which reduces confusion for loved ones during a difficult time. By choosing this option, you take a proactive step in securing your wishes, making the management of your estate simpler and more effective.
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