Plan Your Present. Cultivate Your Family's Future.
What will happen to everything and everyone you love when something happens to you? Sandler Life & Legacy seeks to provide not just answers, but also guidance.
Schedule a 15-minute call with Julie, our lawyer, to obtain clarity about estate planning.
Speak with Julie
Why Estate Planning?
Minimize Legal Conflict
In a moment of grief, the last thing a family wants is legal issues. Our goal at Sandler Life & Legacy is simple: keep your family out of court and out of conflict.
Protect What & Who Matters
Merely having a plan does not guarantee protection. It must be impermeable to the unpredictability of life and robust enough to protect your loved ones.
Financial Peace of Mind
Estate planning insures the protection and proper distribution of your assets. No matter the quantity or variety of your assets, every detail gets considered.
Meet Your Estate Planning Attorney
Welcome!
I’m Julie Sandler, founder of Sandler Life & Legacy, PLLC. My goal is to support and guide you, ensuring you have a plan that works when your family needs it. Because otherwise, why plan?
As a Personal Family Lawyer®, I’d love to start helping you plan for the people you love and everything you care about. Look forward to meeting you!
Together, we’ll look at your family dynamics, inventory your assets (and maybe help you see you have more than expected), and choose the right plan for you and the people you love. At your budget and based on your unique circumstances.
By planning for life and its unforeseen events (i.e. death and disability), you’ll have the knowledge and clarity to make choices about your life, your legacy, and what really matters, your loved ones.
Julie's Journey
Sometimes, it takes knowing someone's story to assess whether to work with them. At its core, a successful professional relationship relies heavily on trust and transparency, or at least, that is what we believe at our firm. Therefore, here is Julie's story:
Education
B.A. in Psychology and Sociology from Indiana University and J.D. from Washington University School of Law.
Corporate Law
Julie began her legal career in New York City, practicing commercial litigation. She then transitioned to bankruptcy litigation, focusing on asset protection for both debtors and creditors.
She worked in the New York State Attorney's General Office in the Trust & Estates Section of the Charities Bureau, focusing on asset protection and preservation for charities. She also worked in Morgan Stanley on growing and preserving client wealth.
Present
Sandler Life & Legacy, PLLC is the culmination of decades of personal and professional experience. With her financial and legal expertise, Julie helps people by crafting plans that reflect their values and protect their loved ones. She enjoys what she does and is glad that life led her where she is.
A Modern Approach
We call it Life & Legacy Planning because we don’t just help you choose between a will or trust. We empower you to clarify your aspirations and leave a lasting impact that aligns with your values. Through a streamlined client journey and secure document process, we design a plan unique to you.
Client Journey
Consultation
Strategy Session
Document Review
Maintenance
I highly recommend Julie Sandler at Sandler Life & Legacy for anyone in need of estate planning services. Her process is professional and personalized and just what I needed. I had been putting off estate planning for years and I'm so glad I found Sandler Life & Legacy to help me finally get it done. Julie goes above and beyond to make the process as painless as possible and does a fantastic job explaining what everything means.
She guided us through civil dialogue during a time often fraught with emotions, overwhelm, errors, and conflict. My brothers and I are closer now than we were prior. I think that says so much! She helped us formulate a plan and execute it in a way that synthesized all of our goals, with very little confusion and a lot of confidence.
Julie is professional and knowledgeable in estate planning. She listens well, offers advice and suggestions and follows through. Her portal is comprehensive and easy to use.