Hi, I am Jill Gregory, Attorney & Counselor at Law, and the founder of Jill Gregory PC, a preeminent, concierge boutique estate and business planning law firm based out of Newport Beach and Tahoe City. With over 20 years of experience working with clients throughout California in estate planning, trusts, probate, trust administration, asset protection planning as well as business planning, you know you will be in good hands with our firm.
I look forward to learning how we can serve you.
Your Attorney for Life
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!
Caring, loving lawyer who takes great care of your family. For life.
- Alexis Neely
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.
Until I met Jill Gregory, everything I knew about lawyers came from jokes. People who make those jokes clearly haven’t met Jill Gregory.
I couldn’t imagine my team without her.
She communicates her expertise in layman’s terms, ensuring that I can follow along and then make the informed choice that is right for me. She is insightful and personable, taking an intimidating topic and making it accessible. She is invested in my success . . . offering thoughtful suggestions that resonate with what I’m striving to achieve in my business.
I’d recommend her in a heartbeat.
– Heather Mack
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Learn How to Ensure Your Children
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In this guide you'll learn the 7 essential steps parents must take when naming a guardian. Learn how you can ensure your children are taken care by people you love and in the way you want should the unthinkable happen - and why having a will is simply not enough!
Revocable Living Trusts
Revocable Living Trusts are an essential element in most estate plans. These living trusts, which are also known as revocable 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 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 created a unique system, the CAPE™ (Children Are Protected in an Emergency), with 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.
Health Care Directives
California Advanced Health Care Directives (formally known as Durable Power of Attorney for Health Care Decisions), 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 know and trust, rather than by hospital policies.
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.
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.
An Irrevocable Life Insurance Trust may be used to pass on your life insurance benefits especially if there are concerns regarding estate taxes. An IRA Trust may be used to preserve and maximize the growth of the IRA.
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.
We proactively ensure that your business has not only a solid legal foundation with the right legal structures and agreements in place, but on-going guidance throughout the life of your business.
Probate & Trust Administration
We guide our clients through the probate and trust administration process to ensure that the transfer of assets is as easy and painless as possible. You'll know that your loved ones will have loving guidance at a time when they need it most.
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.
Unique Annual Plans
We’ve created unique recurring plans to keep your family plan up to date year in and year out. Your assets may change, your life may change, and we know that the law will change - ensure that your plan is current and will protect you, your loved ones and your assets when it is needed most.
Complimentary Plan Review
We include a free review of any plan created with our office every three years to ensure your plan stays current.
We offer our clients the option of working with us virtually — via phone, email, and video conferencing. We work with you in a way that is convenient for YOU.
Due to the number of client families that were referred to our firm, we offer the option to meet with clients in our office in Newport Beach as well as in offices throughout Northern and Southern California including Tahoe City, Sacramento, Walnut Creek, Beverly Hills, Malibu and La Jolla. We also offer the option to meet at your home or business (subject to approval).
Concierge Legal Services
We offer concierge legal services for those clients desiring a high level of support and guidance with their estate and succession planning as well as business and real estate transactions.
SCHEDULE YOUR PLANNING SESSION
We offer the option to meet with clients in offices throughout California, at your home or business (subject to approval), or virtually.
Northern California Meeting Locations
*client meetings are by appointment only
1545 River Park Drive
Sacramento, CA 95815
600 North Lake Boulevard
Tahoe City, CA 96145
1255 Treat Blvd., Suite 300
Walnut Creek, California, 94597
Southern California Meeting Locations
*client meetings are by appointment only
FASHION ISLAND | NEWPORT BEACH
620 Newport Center Drive, Suite 1100
Fashion Island, Newport Beach, CA 92660
9595 Wilshire Boulevard, Suite 900
Beverly Hills, CA 90212
4225 Executive Square, Suite 600
La Jolla, CA 92037
22809 Pacific Coast Highway
Malibu, CA 90265