Due to life events, I was in need of Estate Planning, creating a family Trust, along with updating my Will… and I consider myself fortunate to have found Juile Sowards to do it all. I had a wonderful experience working with attorney Julie Sowards and her team at Bay Area Estate Attorneys.
Ms. Sowards’ firm not only sets up Trusts but also administers them after death. I found her firm to be very knowledgeable, kind, and pleasant to work with. The process was quick, smooth, and straightforward. I had delayed setting up a new Trust and estate plan following a divorce. Julie and her team provided an easy transition from my family trust to a separate trust to ensure my children are protected.
Ms. Sowards is also a tax expert and one of her many specialties is property taxes. Do yourself, and your family a favor before making any real estate transfers, deed transfers, or title transfers. Her firm can help eliminate or reduce any increase in property taxes even under prop 19, obtaining a home after a parent has passed.
Thank you Julie, and team for getting me squared away. Much appreciated.
