From Estate planning to Administration, the lawyers at Bay Area Estate Attorneys have a talent for seeing the big picture.

About Us

MEET JULIE ANN SOWARDS

Meet Julie Ann Sowards, ESQ. & LL.M – TAX

A Well-Rounded Advisor You Can Trust

It takes a sharp mind and a meticulous spirit to make sure a living trust is perfectly tailored to each client. That’s one reason why Julie has been so successful as an Estate Planning and Trust Administration Attorney for over a decade. Her ability to see around corners, close loopholes, and implement advantageous legal estate planning and tax strategies is a hallmark of her practice.

Above all, Julie understands that a cookie-cutter approach to estate planning simply won’t work and that every living trust must meet the specific needs of the individual client. It’s that kind of scrupulous devotion and keen understanding of the Law that makes her the best at what she does.

Academics & Experience

A graduate of Lincoln Law School in San Jose, with a separate Masters of Law (LLM) in Tax Law and Taxation from the Villanova University School of Law, Julie worked as a paralegal before becoming an attorney. While at Lincoln, she was awarded the Cynthia Ware Young Scholarship, given to the student in the school of law program who shows the most character, perseverance, and compassion.

When working with people one-on-one to develop their estate plans, Julie also utilizes the skills she learned as a communications major at California State University, Long Beach, where she earned her bachelor’s degree.

In addition to her expertise in estate planning and complex trusts, Julie has extensive experience in special needs trusts, charitable remainder trusts, and irrevocable asset protection trusts. Julie is adept at handling all aspects of trust administration and often serves as a Trust Protector. She’s passionate about preparing a client’s trust and representing the trustee(s) during trust administration.

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About-Legal-adviser
MEET JULIE ANN SOWARDS

Miriam Y. Ali, Esq. oversees our Probate Administration Department

A Compassionate Guide Through Probate Proceedings
With over 15 years of legal experience, Miriam brings thoughtful understanding of both legal requirements and family dynamics to probate administration during one of life’s most challenging times. Her early background in family law and mediation provides valuable insight into the family dynamics that often complicate probate proceedings.

What Sets Miriam Apart
Miriam understands that probate involves much more than legal procedures—it’s about helping families navigate grief while making important decisions about their loved one’s legacy. As a certified Conflict Resolution Specialist under California’s Dispute Resolution Programs Act, she’s uniquely equipped to facilitate difficult conversations and manage the complexities that can arise during estate administration.

Her approach prioritizes clear communication, transparency, and compassion while ensuring all legal requirements are met efficiently. She recognizes beneficiaries may be dealing with grief, financial stress, or longstanding family tensions, and addresses these interconnected issues proactively.

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Kelsey Potter

Kelsey Potter

Kelsey is the lead Paralegal for Bay Area Estate Attorneys. She provides legal support to our attorneys and assists in drafting client files and execution of paperwork as a California Notary Public.

Kelsey takes great pride in providing clients with peace of mind and clarity as they navigate the often complex aspects of estate planning. Her experience includes drafting comprehensive estate planning documents—such as revocable and irrevocable trusts, wills, powers of attorney, and other supplementary estate documents—as well as assisting with post-death trust administrations.

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Gabrielle Zut

Gabrielle Zut

Administrative Assistant

Gabrielle is a legal assistant for Bay Area Estate Attorneys. She graduated Summa Cum Laude from Indiana Wesleyan University with degrees in Psychology and Criminal Justice and is on track to attend law school.

Oftentimes she is the first person our clients speak to when they initially contact our office and the friendly face you see right before you meet with our attorneys.

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Maribel Nava, Paralegal

Maribel Nava, Paralegal

Maribel manages our Probate Administration Department from A-Z.

Maribel is responsible for the management of client files from initial filing for letters of administration, working with the personal representative on home sale(s), to probate accountings and distribution to the beneficiaries.

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"I am writing this review of the services I received from Julie Ann Sowards’ law firm with my estate distribution. Julie is very thorough at what she does and I would highly recommend her services to anybody looking for help with getting their estate in order. She provides a five star service."

OUR CLIENT, WILLIAM M., OF MILPITAS WAS IMPRESSED WITH OUR GUIDANCE…

“Julie did a very professional and organized job on our family trust. I recommend her services for any legal matters involving estates and trusts.”

OUR CLIENT, NICHOLAS B., OF SAN JOSE WAS THRILLED WITH OUR SERVICES…

"Julie was a great person to work with, having a high amount of knowledge and experience in law. Julie provided a ton of education, explained complex scenarios, and then identified the best solutions. Not only that, she built up a strong relationship with us through the whole process and was very friendly and responsive throughout. I would strongly recommend working with Julie and her team."

OUR CLIENT, MICHAEL B., OF SAN JOSE RAVED ABOUT OUR FIRM…

"Julie did a wonderful job at the revision of my family trust. Very easy to work with and she listened. She took our concerns and incorporated them into the new trust. Her rates are within, I believe, the norm. The last trust written (many years ago) and the new one (July, 2021) was the about the same fee. Pleasant and very easy to make appointments. Had to postpone several appointment and she did a wonderful job at making the new appointments to our convenience."

OUR CLIENT, CHRIS T., RAVES ABOUT OUR FLEXIBILITY AND ESTATE PLANNING SKILLS…

"Ms. Sowards helped my daughter and me with the trust planning for our estates. She was very professional but also personal. She walked us through several different scenarios to find the one most beneficial to us. Her rates were reasonable and she explained them in detail before we started. There were no surprises. I have recommend her services to other family members and friends."

HEAR ABOUT BILL P’S EXPERIENCE WITH MS. SOWARDS…

"Ms. Sowards made the process of our estate planning unbelievably simple. I appreciated the extra time she took explaining a plan that would be very specific to our family needs. I truly appreciated her professional insight, and I would gladly recommend her to friends and family."

THIS IS WHAT SCOTT C HAS TO SAY ABOUT OUR FIRM…