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Julie Sandler

Julie Sandler

SANDLER LIFE LEGACY LAW
https://Sandlerlifelegacy.com

Areas of Focus: Kids Protection Planning, Life and Legacy Planning

Licensed States: New York, Indiana

Schedule a 15-minute Prep Call

What to expect from Julie Sandler

  • A 15-minute Prep Call with our Intake Team to understand your goals and needs
  • 2 - Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
  • Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
  • A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
  • A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.

About Julie Sandler

I'm Julie Sandler, the founder of Sandler Life & Legacy, PLLC. I am thrilled to offer thoughtful, modern, highly customized estate planning services to individuals and families of all relationships and lifestyles. I am proud to be a Personal Family Lawyer because it is an honor and a privilege to serve clients in a heart-centered, legacy-focused way.

I earned a J.D. from Washington University School of Law and a B.A. in Psychology and Sociology, with honors, from Indiana University. I began my legal career at a big law firm in New York City, practicing commercial litigation. From there, I moved into bankruptcy litigation with a focus on asset protection for both debtors and creditors; to the New York State Attorney General's Office in the Trusts & Estates Section of the Charities Bureau with a focus on asset protection and preservation for charities; to Morgan Stanley, focusing on growing and preserving wealth for clients. Sandler Life & Legacy, PLLC is the culmination of decades of personal and professional experience, guiding you through financial and legal decisions, and crafting plans that protect your loved ones and reflect your values.

Whether you're single, divorced, or married; whether you're in a non-traditional relationship or are navigating the nuances of a blended family; or if you're simply seeking clarity in your planning, my law firm is here to empower you, with knowledge and confidence. 

At Sandler Life & Legacy, our focus is simple: helping families stay out of court and out of conflict. Your story, your family, your legacy - they matter. We can't wait to get to know you and be your attorney for life

Testimonials
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.
Schedule a 15-minute Prep Call
THE PERSONAL FAMILY LAWYER PROMISE

What makes PFL lawyers different?

  • Asset-1how-you-hire
    How you hire us.

    We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.

  • Asset-1@3x
    How we plan.

    We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.

  • Asset-1what-we-protect
    What we protect.

    Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.

  • Asset-1transparency
    What you see.

    Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.

  • Asset-1DElivery
    How we deliver.

    Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.

  • Asset-1work-150x150
    How our plans work.

    One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.

Let's Get You The Solutions You Need To Protect Your Family And Your Wealth.

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Have Questions About Protecting Your Family and Your Wealth?
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Have Questions About Protecting Your Family and Your Wealth? Start Here →