Family Wealth Planning

Plan for those you love so they will be protected in the best way possible if anything happens to you,
and ensure they have a trusted attorney to guide them at a time when they need it the most.

Protect your family now Learn More

Ensure Your Family Is Protected with

JILL GREGORY

Your Personal Family Wealth Planning Attorney

our services

Revocable Living Trusts

The foundation of many estate plans will often include a revocable living trust. One of the benefits of a revocable living trust is that when done correctly and maintained over time, your estate plan should help your family to avoid the cost and delay of probate and minimize or eliminate estate taxes.

Kids Protection Plan

If you are a family with young children, then your estate plan should begin with a foundation that ensures your children would always be taken care of, no matter what happens. At the Law Offices of Jill Gregory, one of our areas of greatest expertise is planning for and protecting your children.

Wills

All estate plans should include a will. If you have a revocable trust, your estate plan will likely include a "pour over will."

Health Care Directives

California Advanced Health Care Directives, Living Wills and HIPAA Waivers are all essential estate planning documents.

Special Needs Trust

A Special Needs Trust may be put in place to ensure that a special needs beneficiary will not lose essential government aid in the event they were to inherit assets.

Irrevocable Life Insurance Trust

This may be used to pass on your life insurance benefits especially if there are concerns regarding estate taxes.

Pass on more than your financial wealth

We help you pass on far more than just your money - your Intellectual, Spiritual and Human assets. This is what true legacy is all about.

Unique Membership Plans

We’ve created unique membership programs to keep your family plan up to date year in and year out.

Flat Fees

We encourage communication with our clients. In fact, we’ve thrown out the time clocks so you never have to be afraid to call with a quick question. Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.

Asset Protection Planing

We assist our clients in determining the appropriate level of asset protection planning for their particular circumstances. Customized combinations are layered depending on the needs of the client and as appropriate.

Our Plans

Our thoughtful estate planning packages provide varying levels of protection, suited to your unique needs and goals.

Family Wealth Plan

Is a Will-based plan that provides the peace of mind of knowing we are here to help you navigate the system during life and for your family after you are gone. For the family that doesn't have assets that would go through probate court.

Trust Plan

For the family that wants the total assurance and peace of mind of knowing Family Wealth will be transferred to heirs with the most ease and convenience possible in the privacy of our office without court involvement.

Wealth Plan

For the family that wants the total assurance and peace of mind of the Trust Plan AND also all comfort of knowing that assets transfers have been taken care of by our office for the greatest amount of convenience and care.

Our Happy Clients

Following the birth of our first daughter we asked Ms. Gregory to help us with our wills and trusts. She was helpful, knowledgeable and provided such insightful guidance, we subsequently utilized her services to incorporate our businesses.

She is personable, well-informed, experienced, and offers clients the ability to handle a variety of different legal services. Jill makes confusing legal matters manageable and easy to handle and we will continue to look to her to assist us with our needs in the future.

- Katja Dahl

I was so overwhelmed just thinking about doing our trust. Jill is so confident, kind and easy to talk to that the experience was easy and painless.

We are so happy that we hired her to take care of our family!

- Jessica

In setting up a living trust, I wanted to make sure that if anything happened to me or my husband, our kids would be covered. Dealing with family matters can be difficult, uncomfortable and emotional.

Jill is kind and very professional, making the whole process smooth. We never felt rushed in making our decisions.

When we need to make changes, I know Jill will be there.

- Gina

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