About Us

From Trust Administration to Tax Planning, Julie Ann Sowards has a talent for seeing the big picture.
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
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!
Kyra Leonard

Kyra Leonard

Paralegal

Kyra is our lead paralegal and has over 25 years of experience drafting 

Trusts and Estate Plan documents, as well as Probate and Trust Administration.

She is knowledgeable in real estate transactions from trust transfer deeds to transferring title of the real estate to the trust beneficiaries.

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Kelsey Potter

Kelsey Potter

Kelsey is a Paralegal for Bay Area Estate Attorneys. She is often times 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. She provides legal support to our attorneys, assists in drafting client files and execution of paperwork as our office’s Notary. She is known for her considerable multitasking skills and providing outstanding support to the firm’s clients.

Bay Area Estate Attorneys, Kelsey Potter, Julie Ann Sowards Esq, Maureen De La Cueva

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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…