Julie Sandler
Sandler Life & Legacy, PLLC
Contact me at
Julie Sandler
The Life & Legacy Planning you and your family deserve.
What will happen to you and everyone and everything you love, when something happens to you? Schedule a 15-minute call so we can support you with the clarity of knowing you’ve done the right thing by the people you care about most.
Why do you need estate planning?
Don't Leave a Mess.
Will or Trust or ? What do you really need to keep your family out of court and out of conflict when something happens to you? We'll look at your family dynamics, and your assets, to ensure you understand what the state’s plan is for you, and then help you create a plan that is the right plan for you, at the right budget, to achieve your desired outcomes for yourself and the people you love.
Protect Who (and What) Matters.
Don’t fail your loved ones. Even if you've created a plan already, it may not work when your family needs it. Estate plans, even with the very best documents, fail when they are not well-counseled, not updated and when your assets are not owned in the right way. Your family deserves more.
Have Financial Peace of Mind.
It doesn’t matter how much money you have. Estate planning is simply about attending to the inevitable, and bravely facing the end, in service to the best possible legal and financial choices throughout life. Our heart-centered counseling process ensures you make the right choices for yourself, and the people you love.
Julie Sandler
Sandler Life & Legacy, PLLC
Serving Clients Throughout New York
About Julie Sandler
I’m here to help your family stay out of court and conflict in the event of your death or disability. Welcome.
I’m Julie Sandler, your neighborhood Personal Family Lawyer ® and I’m here to support you with a counseling methodology for making decisions about your estate planning that ensures you’ll have a plan that works, when your family needs it. Because otherwise, why plan?
Together, we’ll look at your family dynamics, inventory your assets (and even possibly help you see you have more than you think you do), and choose the right plan for you and the people you love, at your budget, based on your unique circumstances.
By planning for life and death in this way, and getting clear on your legal and financial reality, you’ll make choices with a clarity that may have eluded you until now. About life. And Legacy. And what really matters.
We call it Life & Legacy Planning because we don’t just help you choose between a will or trust (though we do that), but empower you to take control of your life, clarify your aspirations, and leave a lasting impact that aligns with your values and goals.
Most importantly, you will have the assurance of knowing your loved ones won’t be left with a mess, and that they will be able to make aligned decisions for you, when needed.
I’m here to be your trusted advisor who helps you make the very best personal, financial, and legal decisions for your family throughout your lifetime. And I will be there for your loved ones when you can’t be, supporting the people you love during a time that could be the most impactful of their lives.
As your future Personal Family Lawyer®, I’d love to start helping you plan for the people you love and everything else you care about today.
I look forward to meeting you!
What are Julie’s Clients Saying?
"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.
There’s no better time than today.
We’ll make it easy and affordable for you to do the right thing for yourself, and the people you love. Our processes and systems are all designed to educate you, help you choose the right legal and financial strategies, and then execute on those strategies, especially when you are really busy and life is full.
Sandler Life & Legacy, PLLC
Serving Clients Throughout New York
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