I got referred to BoyesLegal via LegalEase to set up my estate plan for my husband and myself. The process was very smooth, easy and straightforward. Overall this process was shorter than I expected – it took about 2 months from the day I first spoke with Ingrid to when we signed the documents and a lot of the delay was on my end!
Ingrid was the paralegal assigned to work on my estate plan and she was very lovely to work with. She spoke with me on the phone a few times to walk me through the basics and explain the answers to my questions. She was very responsive over email as well. She gave me enough detail and was very thorough with her responses but never made me feel overwhelmed or like things were too complex. Ingrid let me know ahead of time she had a heavy workload and that it would take a few weeks to get back to me once I gave her all the required information. I had no problem with this as we weren’t in a rush and she was very transparent.
Once I filled out the packet and sent back all the information about our assets and accounts, Ingrid was able to create the estate plan within a couple weeks. We had very minor comments and feedback – so the edits were quick, and we were able to sign the documents a few days after that. Ingrid offered an option for them to print everything for us and they also acted as our notary and we appreciated the ease and convenience greatly. Once everything was signed and all final fees were paid, Ingrid emailed us all of the signed documents and also let us walk out of the office with the original signed paperwork in a nicely organized binder that we have.
I’d highly recommend Ingrid and BoyesLegal to anyone looking to set up their estate plan – I will be referring them to my friends and family members very soon!