Family Wealth Planning

Jill Gregory guides you to design, create and implement a plan for your future in alignment with your family values and
your vision for the future - a plan that gives you the clarity, security and peace of mind of knowing
that your loved ones will be protected and taken care of in the absolute best way possible.

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Ensure Your Family Is Protected with

JILL GREGORY

Your Personal Family Wealth Planning Attorney

our services

Revocable Living Trusts

Revocable Living Trusts are an essential element in most estate plans. These trusts can be instrumental in ensuring your assets avoid the cost and delay of probate (which can be very costly if you own real estate in California even with little equity), minimize or eliminate estate taxes, and ensure your spouse, your children and your loved ones will receive your wealth and be taken care of in the best way possible.

Protect Your Children

Planning for and protecting your young children is one of our areas of greatest expertise and a priority in any plan we put in place. If you have young children, it is essential that your planning goes beyond the typical guardianship nominations (which is where most attorneys stop). We have unique planning options to ensure that whether you pass away, become incapacitated, or even in a short-term emergency, your children will be taken care of by people you know, love and trust.

Wills

All estate plans should include a Will. If you have a revocable trust, your estate plan will likely include a "pour over will." If you do not have a trust, your Will will be the foundation of your estate plan.

Health Care Directives

California Advanced Health Care Directives, Living Wills and HIPAA Waivers are all essential planning documents to ensure that your wishes are followed and your health care decisions are made by those you trust.

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 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 Annual Plans

We’ve created unique recurring plans 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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