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!
EXCELLENTTrustindex verifies that the original source of the review is Google. Julie was great to work with. Fast, efficient, thorough, and reasonably priced. Strongly recommend her to anyone needing estate planning.Trustindex verifies that the original source of the review is Google. Julie is very experienced and did an outstanding job in working with me on creating my Living Trust. I strongly recommend her and would give her 10 stars if I could!Trustindex verifies that the original source of the review is Google. Have been trying to get a family living trust set up for years with no luck due to the cumbersome process. Julie Sowards and her team made the process easy and seamless. She continues to support us after the trust was recorded. Would highly recommend Julie Soward.Trustindex verifies that the original source of the review is Google. I would like to take the time to Thank Juile for her outstanding performance as my lawyer. She made what would of been a very painful topic of my brother passing away difficult and eased me through the legal technicalities . I came to Julie terrified that the property that my deceased brother and I owned together would be in jeopardy. His girlfriend of 40 years was in the process of trying to claim his portion. Julie being the experienced professional explained to me the law on how it pertains to this issue. I felt so relieved and for the first time in my life, someone was on my side. Julie did such a great job not only professionally but was compassionate to the situation at hand. I will always be grateful for her and will continue using her services.Trustindex verifies that the original source of the review is Google. My husband and I spoke at length regarding a Living Trust, we chose Bay Area Estate Attorneys with Julie Soward, she and her assistant Kelsey welcomed us in their office, explained all details of the benefits of the Living Trust, at that point we chose to continue, we are very pleased with the work Julie and Kelsey did. We have given rave reviews to everyone within the area we reside in. Thank you Julie Candace Alberts Jose VivancoTrustindex verifies that the original source of the review is Google. My husband and I needed a new estate plan. Julie listened carefully and asked us a number of concise questions to help us prioritize our what we wanted. Her expertise in both estate planning and tax law were exactly what we needed. Everything was completed quickly and I’ve already recommended Julie to several friends. Julie and her team are simply the best!Trustindex verifies that the original source of the review is Google. I was in need of an estate planning attorney close to home in Sunnyvale and I'm grateful to have found Julie Sowards. It was a nerve-wracking process but with Julie's expertise and guidance, I walked away a very happy client. So, if you're looking for an estate planning professional, I highly recommend Julie. Cheers!Trustindex verifies that the original source of the review is Google. I highly recommend Julie Sowards for your estate needs. Everything was explained in detail in such a kind way, which I appreciated so much.Trustindex verifies that the original source of the review is Google. Julie and Kelsey made a good team in making us feel we picked the right people to handle our Trust. Julie was patient , knowledgeable, explained the legal jargon. My j
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.