Your Trusted Advisors

 
 
 
  Excellent  
    
 Based on 53 reviews 
 
 
  
 
 
 
 
 
 
 
 
  
 
 
 
  
 
 
 L Go 
 
2024-05-17
 
 
 Trustindex verifies that the original source of the review is Google. 
Great customer service. Very knowledgeable. Follow-up ++.
  
 
  
 
 
 
  
 
 
 tim flynn 
 
2024-03-15
 
 
 Trustindex verifies that the original source of the review is Google. 
I was looking to do a will so I googled for a business close to me in Sunnyvale. Julie Sowards popped up and had a lot of positive 5 star reviews. Made my appointment and saw her. After some discussion on what a will and living trust is and does I went home with a pamphlet and read up on it. I did the trust and would recommend any one trying to decide to go see her. Glad I did. Thanks Julie! 👍
  
 
  
 
 
 
  
 
 
 Yangxue Gao 
 
2024-02-08
 
 
 Trustindex verifies that the original source of the review is Google. 
I had a very positive experience working with Julie. She provided excellent service and demonstrated a strong understanding of trusts and estate planning. Julie and her assistant Kelsey guided me through the process smoothly and ensured that all my questions were answered thoroughly. I appreciate their professionalism and would recommend their services to others seeking trust-related legal assistance.
  
 
  
 
 
 
  
 
 
 Sunny Hy 
 
2024-01-29
 
 
 Trustindex verifies that the original source of the review is Google. 
Working with Julie Ann was a great experience. We had her help us with our trust and tailored it to what we needed/wanted and followed up quickly and promptly, giving us peace of mind throughout the process. It was done within a reasonable time and cost. I would highly recommend her and her team if you were looking to get a trust for you and your family.
  
 
  
 
 
 
  
 
 
 Chris Johnson 
 
2024-01-13
 
 
 Trustindex verifies that the original source of the review is Google. 
Julie has helped me both personally and professionally for more than a decade. During those years Julie has shown herself as a great listener while presenting intelligent options and sound legal advice for both my family and my clients in their estate planning process. She has never disappointed. I'll continue to refer my friends, family and clients for a great experience!
  
 
  
 
 
 
  
 
 
 Andy B 
 
2024-01-11
 
 
 Trustindex verifies that the original source of the review is Google. 
Julie helped my wife and I secure our future with a Living Trust as well as a Post-Nuptial agreement. Julie was thoughtful and thorough in gaining an understanding of our specific needs and interests; was effective at translating complex legal-ese into something we understood; and was prompt and efficient in providing the final product.

Kelsey supported this process as a legal assistant and was proactively communicative; ensured we had all necessary files, forms, and ephemera necessary to successfully complete what would otherwise be a confusing process.

They are an great team and are highly recommended.
  
 
  
 
 
 
  
 
 
 Ryan Lam 
 
2024-01-11
 
 
 Trustindex verifies that the original source of the review is Google. 
Julie and her team were great to work with throughout the entire estate planning process. They were very understanding of our goals and always took the time to guide us through the complex information. After sharing my experience with friends and family, I have already had people asking for an introduction to Julie and her team!
  
 
  
 
 
 
  
 
 
 Richard Ho 
 
2023-11-25
 
 
 Trustindex verifies that the original source of the review is Google. 
Julie handled our estate planning needs very professionally. She has a lot of knowledge and experience and helped us understand the changes to the law that have happened since we last looked at estate planning. She is so calming and very patient to answer questions and make sure we understood everything. Her staff are super helpful and very friendly and accommodating. Highly recommended!