Legal Insurance
Legal Insurance
Bay Area Estate Attorneys accepts legal insurance from the following companies:
- ARAG
-
LegalEASE
-
LegalShield
- MetLife
Check with your HR benefits representative to see if your employer offers legal insurance today!
Bay Area Estate Attorneys accepts legal insurance from the following companies:
LegalEASE
LegalShield
Check with your HR benefits representative to see if your employer offers legal insurance today!
ExcellentBased on 53 reviews
Trustindex verifies that the original source of the review is Google.
L Go2024-05-17Great customer service. Very knowledgeable. Follow-up ++.Trustindex verifies that the original source of the review is Google.
tim flynn2024-03-15I 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! 👍Trustindex verifies that the original source of the review is Google.
Yangxue Gao2024-02-08I 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.Trustindex verifies that the original source of the review is Google.
Sunny Hy2024-01-29Working 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.Trustindex verifies that the original source of the review is Google.
Chris Johnson2024-01-13Julie 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!Trustindex verifies that the original source of the review is Google.
Andy B2024-01-11Julie 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.Trustindex verifies that the original source of the review is Google.
Ryan Lam2024-01-11Julie 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!Trustindex verifies that the original source of the review is Google.
Richard Ho2023-11-25Julie 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!
Kelsey is a full-time student at California State University Chico, set to graduate Magna Cum Laude Fall 2024 with a Bachelors in Sociology. Prior to Chico, she attended Eastern Gateway Community College where she graduated with an A.A. in Liberal Studies, A.A. in Applied Business with a Paralegal Focus, and Paralegal Certificate.
In her spare time, she enjoys gardening, raising carnivorous plants and spending time with her pets. Kelsey is a Bay Area native who enjoys exploring the beautiful landscape California has to offer.
As a veteran of probate and trust litigation, she has vast experience acting on behalf of beneficiaries and strongly believes in enforcing their rights.
One particular field of interest for her is estate planning after divorce and the complexities of dividing marital assets. In these matters, she often draws on her tax background to prepare customized and precise documents.
Julie also has a mentorship program at her law firm helping staff prepare for law school, through law school and the California Bar exam in order to become attorneys themselves. Julie also mentors other women starting their own legal practice and the flexibility it benefits us with raising a family.
Outside of work, this Bay Area native enjoys spending time with her family, playing sports, and traveling the world.
She is knowledgeable in real estate transactions from trust transfer deeds to transferring title of the real estate to the trust beneficiaries.
EDUCATION:
We can help with the planning of inheritable real estate and keep in line with Prop 19 and exclusion from reassessment of property tax! Give us a call today!
Cathyana always considers the people behind the numbers. That personable approach to planning, coupled with her experience as a tax attorney, creates solid bonds between Cathyana and her clients. Cathyana also consults on tax planning and asset protection strategies such as creation of business entities, irrevocable trusts and charitable trusts.
Experience
News
6/1/2020
Marvin Brown, Tera Coleman, Cory Davis, Cathyana Jean-Baptiste, Marcus McCutcheon Listed Among “Top 40 Under 40 National Black Lawyers”
Publications
5/1/2020
The New Paradigm: Wealth Transfer Planning During an Economic Downturn
Pro Bono
Represented a low-income client regarding IRS tax collection and Maryland tax authority procedures.
Services
Admissions
California and District of Columbia
Education
Languages
Englisth, Haitian Creole (Fluent) and French (Basic)
Prior to working at our office, Maureen was a full time student. She graduated from Ohlone Community College with an A.A. in Human Development Studies, A.A. in Sociology and A.A. in Political Science; all with Honors. She then transferred to San Jose State University where she recently graduated in May 2022 with a B.A. in Political Science and Minor in Legal Studies. She has been admitted to law school and will start in August 2023.
Maureen was born and raised in the Bay Area and is a proud South Bay native. Outside of studying, she enjoys spending quality time with her family and closest friends. She also enjoys traveling and taking SoulCycle/CycleBar classes. Maureen has a passion for the legal field and is excited to continue her journey to becoming a lawyer.