Julia Walker

Julia is a planner. She is very good at thinking through the logistics of how a plan will come together and is strategic in working to bring that plan to life. These qualities come to light as she guides families in strategic ways to provide for and protect their loved ones.

“Family means so much to me. My family loves getting together when we can, and we always end up reminiscing over funny stories and memories. I cherish those get-togethers. Working here, I hope to help people realize Estate Planning does not have to be a solemn matter but rather it can be something celebrated. With a proper estate plan, we can make it easier on our loved ones to be able to look back on the good memories when it is our time of passing rather than leave them feeling stressed about how to manage our affairs when we have moved on.”

Growing up in the wild and wonderful state of West Virginia, Julia enjoys spending her free time hiking, appreciating the beauty of nature, and being in the fresh air. She was raised by an engineer and dentist, whose traits of critical thinking and precision have passed on to her and become qualities that flow into her work.

Julia earned her Bachelor of Arts degree in Strategic and Organizational Communication Studies from West Virginia University in 2016. She then moved to Greensboro, North Carolina to attend Elon University School of Law where she earned her Juris Doctor degree in 2018. She fell in love with the big city amenities but small-town feel that Greensboro has to offer. Julia likes to stay involved in the community she now calls home and is a synerG council member as well as a member of the Piedmont Business Leaders, Greensboro Bar Association, Greensboro Junior Chamber of Commerce (“Jaycees”), Greensboro chapter of the Society of Financial Service Professionals, North Carolina State Bar, and North Carolina Bar Association.

• Free Consultation
  Schedule a Complimentary Family Wealth Planning Session if you are ready to take the next step in preparing a comprehensive, tailored, personalized estate plan. This Planning Session will be complimentary if you fill out a worksheet, we call it a Family Wealth Inventory and Assessment, for us to review before your appointment. The worksheet gives us the background information about you, your family dynamic, your assets, and who you are thinking of involving in your estate plan. Allowing us to review this information beforehand allows us to dive right in to estate planning options based on your particular situation. Everyone and every family is unique. Which is why we want to take the time to learn about you in order to give you our best advice based on your situation.
• Credit Cards Accepted
• Contingent Fees
  We charge a flat fee for our estate planning packages. The flat fees are not given until your complimentary Family Wealth Planning Session because it will depend on the type and complexity of the plan you choose after being educated about your options and talking through potential concerns based on your individual, personalized situation.

North Carolina

North Carolina State Bar

Since 2019

Elon University School of Law

J.D.

West Virginia University

B.A. | Strategic and Organizational Communication Studies

North Carolina Bar Association

Current

Greensboro Bar Association

Current

Society of Financial Service Professionals

Current

Piedmont Business Leaders

Current

synerG

Current