Julie Upshaw
BLUE RIDGE LEGACY LAW
https://brlegacylaw.com/who-we-are/
Areas of Focus: Life and Legacy Planning, Holistic Elder Care Planning
Licensed States: Georgia, North Carolina
What to expect from Julie Upshaw
- 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 Upshaw
Hi, I’m Julie Upshaw, Founding Attorney of Blue Ridge Legacy Law.
I am passionate about helping families create estate plans that provide clarity, security, and peace of mind. My goal is to educate, guide, and empower you to make informed legacy decisions that protect your loved ones and reflect your values.
I have been an attorney since 2001, earning my law degree from Georgia State University College of Law in Atlanta. While I began my legal career as a real estate closing attorney, I soon realized I wanted deeper, more meaningful connections with my clients—not just one-time transactions, but ongoing relationships as a trusted legal advisor. That calling became even clearer when a terminally ill family member went through the estate planning process. Witnessing the peace and reassurance he felt knowing his family would be taken care of solidified my passion for estate and legacy planning.
I founded Blue Ridge Legacy Law to help families navigate the important foundational planning needed for a comprehensive estate plan. As a certified Personal Family Lawyer, I am committed to building lasting relationships and ensuring your plan evolves with you throughout your life. My mission is to be your trusted counselor and guide, tailoring a plan to meet your unique needs, goals, and desires.
I truly believe that having an estate and legacy plan in place is one of the best ways to live a full, meaningful life. I would be honored to be your Personal Family Lawyer®, helping you create a plan that protects your family and legacy for generations to come.
When I’m not working with clients, I love spending time with my husband, John, our three adult children, our two cats, and our devoted yellow lab, Huckleberry.
Testimonials
THE PERSONAL FAMILY LAWYER PROMISE
What makes PFL lawyers different?
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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.
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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.
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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.
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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.
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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.
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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.
Contact Julie Upshaw
Complete the form below to reach out and schedule your 15-minute discovery call.