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
California Probate and Trust PC
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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!
