Are you looking for experienced legal counsel with setting up a Trust?
Looking to Avoid Probate, capital gains tax, estate tax and increase property tax on your home?
Julie Ann Sowards, Esq. & LL.M - Tax, leads the ship at this successful estate planning and tax law firm! We have a talent for seeing the big picture, which has made us a successful estate and trust firm! We customize our approach to meet each client's needs.
We specialize in establishing trusts and updating them; as well as trust administration after death of the Grantor(s). Also, tax savings and asset protection, and special needs trusts! We offer full service, A - Z of inheritance law!
For a living trust and more in Sunnyvale, Redwood City, Palo Alto, contact us today!
Legal Disclaimer:
This website is for informational purposes only. Contacting Bay Area Estate Attorneys, P.C. through this site does not create an attorney-client relationship.
Please do not send any confidential information until an attorney-client relationship has been established.
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Client Testimonials
Client
★★★★★
Julie has been an absolute rock star in helping us get our trust affairs in order. From start to finish, she's been knowledgeable, attentive, and incredibly patient -- making what can be an overwhelming process feel seamless and stress-free. Her professionalism and genuine care shine through in every interaction. We couldn't have asked for a better partner to guide us through this important step. Highly recommend Julie and the entire team at Bay Area Estate Attorneys -- they're simply the best!
Client
★★★★★
I had been looking for an Estate Attorney to redo my existing outdated Trust.
I heard excellent remarks about Bay Area Estate Attorney and gave them a try.
I was more than pleased with their service. They were helpful and extremely accommodating.
With their help guiding me through the process and helping me with excellent suggestions, the entire trust was re-written and all changes had been incorporated in a very timely manner.
Due to a physical handicap, I needed special help (with timing, assistance and extra work).
The entire staff at Bay Area Estate Attorney was there to help me every step on the way.
They were helpful and guided me through the process to change my trust correctly.
I cannot recommend Bay Area Estate Attorney highly enough, I could not have done it without their help and friendly support.
This firm gets my highest recommendation, in fact they re-kindled my trust in people wanting to help, because they enjoy doing the job right in a timely fashion and with a smile.
Client
★★★★★
Julie took care of creating a living trust for us seamlessly and very professionally, and helped create one for my parents as well.
Kelsey was also very helpful and responsive in ongoing correspondence.
Thanks so much!
Client
★★★★★
Julie was extremely helpful, setting up a free conference call to discuss my requirements in which she answered all my questions. Based on this conversation, she actually advised me NOT to proceed with something that I thought I needed, meaning that she provided her services completely without charging and did not take on paid work that would not benefit the customer.
Client
★★★★★
Bay Area Estate Attorneys with Julie Ann Sowards helped us to update and fully rewrite our Trust to take advantage of new tax laws and make many changes from what we had done over 18 years earlier. She helped it make sense for some of the items I was confused on and her team was a pleasure to work with.
