Julie Ann Sowards, It takes a sharp mind and a meticulous spirit to make sure a living trust is perfectly tailored to each client. That’s one reason why Julie has been so successful as an Estate Plann...
Julie Ann Sowards, It takes a sharp mind and a meticulous spirit to make sure a living trust is perfectly tailored to each client. That’s one reason why Julie has been so successful as an Estate Planning and Trust Administration Attorney for over a decade. Her ability to see around corners, close loopholes, and implement advantageous legal estate planning and tax strategies is a hallmark of her practice. Julie understands that a cookie-cutter approach to estate planning simply won’t work and that every living trust must meet the specific needs of the individual client.
Thank you Julie & team for walking us through the entire process with patience. This is the first time we've ever set up a will and Julie did a great job of explaining everything we needed to know. She was thorough and knowledgeable. All assisting staff were also very helpful and friendly - both in person and over email. They were very proactive and helped us move along the process even when it got really busy on our end. Happy to have worked with them all. Thank you!
Marcus Godfrey, Over the years their firm has experienced many changes, but their mission to help people through significant transitions in their lives while providing sound legal advice to meet their...
Marcus Godfrey, Over the years their firm has experienced many changes, but their mission to help people through significant transitions in their lives while providing sound legal advice to meet their needs and goals remains true. Whether they are assisting in the drafting and preparation of an estate plan to provide peace of mind or the administration of the estate of a loved one to help you move toward the next stage of life, they welcome the opportunity to assist you in identifying and solving issues and providing the guidance and clarity to help meet your goals.
Marcus was very professional and easy to work with. He helped me update my Trust. His colleague , Mariah, has also been instrumental in helping us with our family Trust for our Father. We appreciate them both so much ! Very relaxed setting and easy to get to!
Estate PlanningWills DraftingTrust Formation (Revocable & Irrevocable Trusts)Living TrustsPower of AttorneyHealth Care DirectivesProbate Avoidance PlanningAsset Protection PlanningGuardianship PlanningEstate AdministrationProbate Guidance & Family Legacy Planning
About Business
Nancy Williamson, Talking with an experienced estate planning attorney can make the process of estate planning simpler and more efficient. A client is more than the information on an intake form. It i...
Nancy Williamson, Talking with an experienced estate planning attorney can make the process of estate planning simpler and more efficient. A client is more than the information on an intake form. It is about ascertaining a client’s hopes and dreams for future generations. Using an attorney experienced in estate planning can make all the difference.This background makes me more compassionate and understanding with respect to the concerns and dreams of families.
OpenMon - Fri 8:00 am - 5:00 pm
Sat 8:00 am - 12:00 pm
Sun Closed
Additional Information
Pincode: 94089
Facilities
Free - WifiCar ParkingTransporation
Customer Review
Had a great experience setting a up a trust, power of attorney, and other estate documents with Nancy. She was generally very knowledgeable/experienced, great to work with, and had reasonable rates. I recommend her.
