Law Offices of Rozy Lahlouh Boulos, A Professional Law Corporation Profile & Reviews
Law Firm in San Jose, California
8 clients reviews
1130 McKendrie St, San Jose, CA 95126
Accidents Personal Injury Animal Attacks
Rozy and her staff helped me develop a will and trust. This was something I was putting off for a long time, and she made the process straight forward and painless. Rozy and her staff were professional, helpful, patient, and could easily explain the legal implications to the decisions I had to make. I definitely recommend working with her.
My husband and I signed up for ARAG Legal Services offered through his work, specifically with the intention of doing our estate planning after our first child was born. Using this policy and knowing we only wanted to keep it for a limited time helped motivate us to move quickly and get the process started as soon as the policy began. Using ARAG’s search function, I found that Rozy Boulos was well-rated on that platform and others for estate planning. I have worked with lawyers in my professional life. I appreciate that Rozy is able to educate her clients without over complicating matters or being long-winded. Estate planning is sensitive and complex for those going through it for the first time, and Rozy is effective at answering questions and explaining the implications of various decisions. Rozy and her paralegal Marie were also able to keep pace with us as we tried to finish this process efficiently. From our initial consultation to signing our trust paperwork, the entire process took us about 3 months. At the end of the process, Rozy provided us with a binder containing all of the elements of our Will & Trust. She also sent us home with a clearly worded letter outlining our tasks now that the Trust is signed, including how to transfer existing accounts into the Trust with banks, investment firms, etc. There is additional work required on the individual/couple’s side after the Trust is signed, but Rozy makes it clear what’s on your plate. She even invited me back to her office as I was navigating this second half of the process to review some of the loose ends I’d tied up and make sure we were on track. Overall, my husband and I were happy we chose to work with Rozy and recommend her for estate planning services.
Rozy was patient and detailed in helping us setting up our trust, will and other documents. She was easy to talk to and always available to answer our questions. She was highly recommended by our friend and she exceeded our expectations.