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2014-06-11
It is very user friendly. I do have questions that I think attending a webinar would probably answer. It would save me time trying to figure things out.
2018-04-26
Great program! Love it! Totally worth every penny paid for subscription. This should be a must-have in any business that handle a lot of documents. Thank you.
2019-04-25
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completing documents accurately and neatly
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some documents not being available through PDF
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The time it takes completing documents
completing documents accurately and neatly
What do you dislike?
some documents not being available through PDF
What problems are you solving with the product? What benefits have you realized?
The time it takes completing documents
2019-05-28
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2019-06-05
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time management and expedition of documents requiring signatures!
Merge feature and being able to delete pages that I don't need. I like that I can save my agency's details on the different forms I use; rather than retyping each time.
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2017-09-27
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2023-03-02
It took a while to get used to and I had to have several chats with tech support over several weeks. I subscribed, but I still ended up with a free account that I had to get them to delete. I had to check my login box to ensure I was in my subscription account.
2023-02-20
Refound 10/10
My brother subscribed without my consent, I immediately contacted the support team, they were quick and kind, they made the refund without problem, excellent attention.
2021-09-10
Set Access to Last Will and Testament Feature
Ensure your loved ones can access your final wishes seamlessly with our Set Access to Last Will and Testament feature. This tool simplifies the process of sharing important documents, making your estate planning straightforward and effective.
Key Features
Designate specific individuals who can access your will
Secure and confidential storage of your documents
User-friendly interface for easy navigation
Instant notifications when access is granted or revoked
Flexible access options, allowing changes at any time
Potential Use Cases and Benefits
Reduce confusion during difficult times by ensuring your family knows where to find your will
Easily update access as family dynamics change
Provide peace of mind that your wishes are honored without delay
Establish trust with your beneficiaries by being transparent about your plans
This feature addresses a common problem: the uncertainty surrounding a loved one's final wishes. By setting clear access to your Last Will and Testament, you prevent potential disputes and delays in executing your wishes. You gain control over your legacy and foster an environment of clarity and support for those you care about.
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