Bay Area Estate Attorneys

Your Trusted Advisors

Estate Planning. Trust Administration. Retirement Division

Estate Planning

Estate Planning

Estate planning doesn’t have to be daunting—let us help you avoid probate, protect your beneficiaries, and save money on taxes

Trust Administration

Trust Administration

Get legal protection for the trustee(s), and guidance with the terms of the trust, and enforce your rights as a beneficiary

Retirement Division (QDRO)

Retirement Division (QDRO)

Avoid penalties, analyze tax implications, and emerge from your divorce in the most beneficial financial position. Reach out to us today!

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Personalized Experience

innovation

Effective Strategies

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Seasoned Professionals

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Transparent Billing Approach

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Open Communication

Legal Advice
Legal Advice-administration

Our Philosophy

Our mission is to ensure that we put our clients in the most advantageous position possible. The attorneys at Bay Area Estate Attorneys use advanced estate planning and taxation strategies to turn this aspiration into a reality for every single client.

At Bay Area Estate Attorneys, we know that cookie-cutter legal advice and poor schedule management often yield ineffective results. That’s why our boutique firm strives to offer personalized solutions based on your unique situation.

The owner Julie Ann Sowards prides herself on offering concierge services in an attentive, detailed, and thorough manner. She often travels to see remote clients and provides them a personalized experience at home or in the hospital. Communication is a fundamental precept of Bay Area Estate Attorneys.

Anybody looking to contact us can expect same-day responses to their inquiries. Clients can also expect a transparent and straightforward approach with billing. As a client of Bay Area Estate Attorneys, you will be a priority. Reach out to us today!