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Estate Planning. Trust Administration. Probate Administration Services.

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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

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Trust Administration

Trust Administration

Get legal protection for the trustee(s), and guidance with the terms of the trust, let us help you with the preparation of real estate deeds and county assessor forms to avoid reassessment of property tax, and capital gains tax

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Trust Administration

Probate Administration Services

Ease the probate process with experienced legal help focused on reducing stress, delays, and costs for you and your loved ones.

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Open Communication

 
 
 
 
  EXCELLENT  
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 Based on 157 reviews 
  
 
 
 
 
 
 
 
  
 
 
 
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 Preston Metcalf profile picture 
 
 
 Preston Metcalf 
 
 
 
 Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google. 
Julie Sowards, Esq. exceeded our expectations and helped us through the maze of documentation and reporting for the Triton Museum of Art in Santa Clara. She merits our highest recommendation.
  
 
  
 
 
 
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 Lol Hi 
 
 
 
 Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google. 
Absolutely the best attorney and TEAM we could have asked for. From the very beginning, they went above and beyond for us with professionalism, dedication, and genuine care. Every detail was handled perfectly, communication was excellent, and they made a very stressful process feel so much easier.

You can truly tell they care about their clients We are beyond grateful for everything they’ve done for us and highly recommend them to anyone looking for an honest, knowledgeable, and outstanding attorney.       Thank you from Marina
  
 
  
 
 
 
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 Vanessa Callanta profile picture 
 
 
 Vanessa Callanta 
 
 
 
 Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google. 
Julie is extremely knowledgeable and is very helpful with providing information and answering questions. I have referred people to her and she has been great in assisting them with their trust/estate needs. Thank you, Julie!
  
 
  
 
 
 
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 Lisa Mann profile picture 
 
 
 Lisa Mann 
 
 
 
 Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google. 
I am an attorney and when my family needed an attorney to set up their estate plan, I sent them to Julie. I trust her wholeheartedly. I knew she would complete the service professionally and with kindness. My family was very thankful to be able to work with Julie and they were very happy with the services provided.
  
 
  
 
 
 
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 Brian Gordon profile picture 
 
 
 Brian Gordon 
 
 
 
 Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google. 
My experience with Bay Area Estate Attorneys, particularly with Julie and her team, has been quite positive.

The guidance and direction provided have been excellent, clarifying numerous aspects of Trust Administration that I initially found confusing.

I consistently received prompt and thorough responses to my inquiries.

A genuine interest was demonstrated, and no question was considered too trivial, insignificant, straightforward, or complex.
  
 
  
 
 
 
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 Christine Veitch profile picture 
 
 
 Christine Veitch 
 
 
 
 Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google. 
Excellent service, Julie meet all our needs. She brought clarity as we maneuvered through uncharted waters at an emotionally difficult time in our lives. Her staff , highly professional  helpful and caring.My husband and I would recommend Bay Area Estate Attorneys to our family and friends.
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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!