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Are you looking for assistance with estate planning? Contact The Law Offices of Julie Ann Sowards. Julie Ann Sowards has a talent for seeing the big picture which has made her a successful estate and trust planner. She customizes her approach to meet each client’s needs. The Law Offices of Julie Ann Sowards specializes in estate planning, trusts, trust administration, and dividing retirement assets with a QDRO. Our trusted advisors will assist you with all of your estate planning needs. For a living trust and more in Sunnyvale, California, contact The Law Offices of Julie Ann Sowards.
Service Options: Online appointments· Onsite services
Appointments: bayareaestateattorney.com
Hours
| Friday | 9AM–5PM |
| Saturday | Closed |
| Sunday | Closed |
| Monday | 9AM–5PM |
| Tuesday | 9AM–5PM |
| Wednesday | 9AM–5PM |
| Thursday | 9AM–5PM |
Address and Contact Information
Address: 440 N Wolfe Rd, Sunnyvale, CA 94085
Phone: (408) 475-5104
Website: http://www.bayareaestateattorney.com/
Services
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Attorney | The Law Offices of Julie Ann Sowards | California
If you are looking for trusted advisors to help you navigate estate planning, trust administration, and retirement division, contact us today!
Julie Ann Sowards # 305557 – Attorney Licensee Search
Julie Ann Sowards #305557. License Status: Active. Address: The Law Offices of Julie Ann Sowards, 440 N Wolfe Rd, Sunnyvale, CA 94085-3869.
Julie Ann Sowards, Esq., LL.M – Tax – LinkedIn
The Law Offices of Julie Ann Sowards … – Consult with clients to design and implement estate plans from simple Trusts to the most complex Trusts, including …
Reviews
Laura Lake
Positive: Professionalism, Quality, Responsiveness, ValueMy husband and I wanted to create a living trust, will, and advance directive. We are very fortunate to have Julie advise us. As an extraordinary attorney, she knows the estate and tax laws inside and out. We breathe a sigh of relief knowing that she truly has our back. Now that I have met Julie, I cannot imagine working with another lawyer.My husband and I wanted to create a living trust, will, and advance directive. We are very fortunate to have Julie advise us. As an extraordinary attorney, she knows the estate and tax laws inside and out. We breathe a sigh of relief …More
My husband and I wanted to create a living trust, will, and advance directive. We are very fortunate to have Julie advise us. As an extraordinary attorney, she knows the estate and tax laws inside and out. We breathe a sigh of relief knowing that she truly has our back. Now that I have met Julie, I cannot imagine working with another lawyer.
Sharon Foulger
Julie was amazing helping my mother restructure her old trust to meet our current family needs. She worked through the family dynamics with grace and answered everyone’s questions clearly. Everything is now organized and easy to navigate. I was so impressed, I scheduled my own appointment and Julie has prepared my trust too. Julie is highly knowledgeable about estate and tax law. She is sensitive to her client’s needs and the existing dynamics around what can be sensitive issues. I recommend her to everyone looking for help with their estate planning.
… moreJonathan Bedard
Julie did an excellent job of putting together our estate plan! She is friendly, professional and very responsive to our requests. Julie did an excellent job of answering our question and translating “legalize” into something we could understand and act on. I highly recommend Julie’s estate planing services.
… moreBill Phipps US
Ms. Sowards helped my daughter and me with the trust planning for our estates. She was very professional but also personal. She walked us through several different scenarios to find the one most beneficial to us. Her rates were reasonable and she explained them in detail before we started. There were no surprises. I have recommend her services to other family members and friends.
… moreScott Garl
I am a professional trust administrator and have worked with Julie in some very complicated circumstances. She is enjoyable to work with but most importantly, she’s an experienced and knowledgeable attorney with exceptional communication skills. I highly recommend her.
… moreNatalie Phipps
Julie created an estate plan for us that fit our family situation. She provided clear and detailed guidance. I highly recommend working with her.
… moreBrent Robinson
As a financial planning professional I need that knowledgeable and trustworthy estate planning attorney that I can confidently send my clients to for their estate planning needs. Julie is that and then some. She’s very professional and goes above and beyond what is asked.
… morePaul Rodrigues
We are very pleased with her work of our living trust and all related documents, as well as her knowledge and advice on estate planning.
… moreRC Smith
Julie was very thorough in preparing our documents, explaining the process, and answering our questions.
… moreDarice Johnson
When I was looking for an estate planner I wanted someone kind and gentle with all of my questions. Ms. Sowards made estate planning easy to understand. My family and I highly recommend Ms. Sowards.
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