All of Your Estate Planning Needs in one place
Estate Planning. Trust Administration.
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
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
Personalized Experience
Effective Strategies
Seasoned Professionals
Transparent Billing Approach
Open Communication
Bay Area Estate Planning Attorney
Why Choose a Bay Area Estate Planning Attorney?
At Bay Area Estate Attorneys, we pride ourselves on delivering exceptional estate planning services to our clients throughout the Bay Area. When it comes to your future, it’s crucial to work with a team that understands the intricacies of California’s legal landscape, especially within the vibrant and diverse communities of the Bay Area. Our firm focuses on providing personalized solutions tailored to meet your unique needs and circumstances.
Comprehensive Legal Services
Estate Planning
Estate planning involves more than just drafting a will. It’s about preparing for the future and ensuring your wishes are honored. Our firm specializes in advanced estate planning techniques, aimed at minimizing tax liabilities, avoiding probate, and protecting your beneficiaries. We take the time to understand your goals and craft a plan that aligns with your values and life situation.
Trust Administration
Administering a trust can be complex, requiring expert guidance and legal protection for trustees. We assist with interpreting trust terms and preparing necessary real estate deeds, ensuring you avoid property tax reassessments and capital gains tax. With our support, trustees can fulfill their duties with confidence and peace of mind.
Personalized Client Experience
Our lead attorney, Julie Ann Sowards, and her team are dedicated to providing a personalized experience for each client. We believe in transparent billing and open communication, ensuring you’re informed every step of the way. Our concierge services mean we’re willing to travel to your home, hospital, or any other convenient location to meet you where you are, making the process as seamless as possible.
Accessibility and Convenience
With offices located in Sunnyvale, Redwood City, and Palo Alto, we are conveniently positioned to serve clients across the Bay Area. We understand the busy lives of our clients and strive to maintain a commitment to same-day responses to inquiries, prioritizing your satisfaction and peace of mind.
Additional Legal Services
Business Planning
In addition to estate planning, we offer comprehensive business planning services to help secure your business’s future. From succession planning to asset protection strategies, our experienced attorneys work to ensure your business thrives for generations to come.
QDRO Assistance
Our team provides qualified domestic relations order (QDRO) assistance, guiding you through the division of retirement plans during divorce proceedings. We ensure compliance with legal requirements while protecting your financial interests.
Probate Services
Handling an estate through probate can be overwhelming. We offer probate services to navigate the complex legal requirements, allowing you to focus on your family during what can be a difficult time. Our team efficiently manages the probate process to minimize stress and delay.
Postnuptial Agreements
Life changes, and so do relationships. Our postnuptial agreement services help you redefine the terms of your marriage regarding financial matters, providing clarity and protection for both parties involved.
Meet Our Dedicated Team
Our team is composed of dedicated professionals, each bringing unique expertise and a commitment to empowering clients through personalized legal guidance. Along with Julie Ann Sowards, you’ll find talented individuals like Kelsey Potter, Gabrielle Zut, Kyra Leonard, Cathyana Jean-Baptiste, and Maureen Dela Cueva, all ready to serve your estate planning needs with unparalleled dedication.
Securing Your Legacy
At Bay Area Estate Attorneys, we understand the importance of securing your legacy and protecting your loved ones. Our comprehensive approach to estate planning and wealth preservation ensures you’re in the best position to achieve your goals. We are your trusted resource for navigating legal complexities with confidence and clarity.
Embark on your estate planning journey with us, and take the first step towards a secure future for you and your family. Contact us today to schedule a consultation and begin crafting a plan that honors your wishes and protects your legacy.
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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!
