Julia McCoy

Sr. Estate Planning Service

People come first, and I see every interaction as a chance to understand, guide, and help protect what matters — preferably before it becomes stressful.

Meet Julia

Julia is a Sr. Estate Planning Service Specialist. She joined Mercer Advisors after serving as a Probate and Estate Planning Paralegal at Jesson & Rains, PLLC. Julia has been serving in law offices since 2017. She is passionate about helping ensure people can move forward knowing their assets and wishes are clearly in place, easing confusion and stress for the loved ones they leave behind. Julia is a commissioned notary public.

Her working style

Julia approaches her work with a people‑first mindset, strong attention to detail, and a genuine sense of responsibility for the trust clients place in her. She is known for being dependable, calm under pressure, and thoughtful in communication, especially in moments that matter most. Julia believes doing the work well means listening carefully, following through consistently, and making complex processes feel clear and manageable for the people relying on her.

Julia in real life

What keeps you busy outside of work?

I spend most of my free time with my husband and cat. We love exploring sushi restaurants and going to all types of live music performances.

Any words you try to live by?

I try to embody the admittedly corny phrase “Work to live; don’t live to work.” I try to prioritize a healthy work-life balance.

How do you give back?

I volunteer as much as I can to give back to society and those who are without.

Julia’s snapshots

Ready to learn more?

Mercer Advisors Team