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

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Effective Strategies

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Seasoned Professionals

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Transparent Billing Approach

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Open Communication

Excellent
Based on 53 reviews
L Go
L Go
2024-05-17
Great customer service. Very knowledgeable. Follow-up ++.
tim flynn
tim flynn
2024-03-15
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
Yangxue Gao
2024-02-08
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
Sunny Hy
2024-01-29
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
Chris Johnson
2024-01-13
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
Andy B
2024-01-11
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
Ryan Lam
2024-01-11
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
Richard Ho
2023-11-25
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!
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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!