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Julie Sandler

SANDLER LIFE LEGACY LAW
https://Sandlerlifelegacy.com

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

Licensed States: New York, Indiana

Schedule a 15-minute Discovery Call

What to expect from Julie Sandler

A 15 - minute introductory call 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

"Very professional and personable"

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. - Amanda F.

“Knowledgeable, listens well, and follows through”

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. - Anne D.

Approachable, patient, and an excellent communicator”

I want to thank Julie for all the help she’s given our family since the passing of my mom. As the executor, she made my life easier and her services are worth every penny! Her support, perspective and insight during the time of our loss, and helping us put the pieces together, has ensured our family’s financial stability, and our relationship with each other. 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.

I especially appreciate her demeanor and presence. She’s approachable, patient and is an excellent communicator. Regardless of the way services are provided or how knowledgeable a professional is, without these personal qualities we would not be where we are today. I've already recommended her to several other people close to me. - Adam F.

Schedule a 15-minute Discovery Call

THE PERSONAL FAMILY LAWYER PROMISE

What makes PFL lawyers different?

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.
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.
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.
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.
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.
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.