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Go so far but not sure if I am willing…
Go so far but not sure if I am willing to pay for it because I am only using during tax season for a few clients.
2019-03-08
Everything works wonderfully
Everything works wonderfully. I have not found a program that works better. My only constructive thing to add would be saving and editing. I would like to be able to save the each edit right away then the next like Bluebeam allows.
2024-05-27
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2023-10-17
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Navigation is simple, editing works well and have never had any issues.
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2022-11-01
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2021-11-14
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2021-01-19
I really like the capability of downloading forms, completing them and signing to send off.
I wish I did not have to log in each time. That would be a great plus as I work for several clients and need the quick ability to do a form and send to them.
Thank you Alice
2020-09-29
Ryan on the Support Team was extremely helpful and patient. He walked me through all of the steps to complete the form to my satisfaction. Thank you Ryan for teaching me!
2020-05-21
Fix Effect in the Last Will and Testament Feature
The Fix Effect in the Last Will and Testament feature streamlines the creation and management of your last will. This tool provides clarity and security, ensuring that your final wishes are honored as you intend.
Key Features
User-friendly interface for easy navigation
Guided steps for crafting your last will
Customizable templates to suit individual needs
Secure storage for sensitive documents
Automatic updates to reflect changes in your wishes
Potential Use Cases and Benefits
Create a will for the first time with confidence
Modify existing wills to include new beneficiaries or assets
Ensure your family understands your wishes clearly
Reduce the chances of legal disputes after your passing
Simplify the process of estate management
This feature addresses common concerns about uncertainty in the end-of-life planning process. By providing structure and guidance, you can feel confident that your intentions are clearly documented. With the Fix Effect, you take control of your legacy, ensuring that your wishes are respected and fulfilled.
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