- How do I make sure my children are taken care of by people I know, love and trust?
- Do I have the right agreements in place to make sure my medical wishes will be followed?
- Do I need a trust?
- How can I ensure that my spouse, my children and my heirs will have access to our savings right away?
- How can I reduce estate taxes? Will my spouse or children need to pay estate taxes?
- What is Probate, and should I avoid it?
- Can I name individuals to take care of my children and make their health care decisions if I am in a car accident? How will the police know whom to call?
- What else should I have in place?
Or, if you have ever wanted a trusted attorney to guide you each step of the way through the planning process and throughout your life …
… you are in the RIGHT place!
Here’s How Working with Jill Gregory Helps You
Design and Create an Estate Plan for Your Family from a Place of
Certainty, Clarity and Love
I am an estate and wealth planning attorney, a savvy online business attorney, an entrepreneur, and a mother.
I guide you step by step to ensure you have the right plan and supporting documents in place.
I have been doing this for over 20 years.
I do things drastically different than most estate planning attorneys.
What makes working with me and this firm different is that this I built this law firm with the needs of growing families in mind.
I understand you are BUSY, you are growing, you are planning for a lifetime of prosperity and you value ease, convenience and efficiency. You want to know you’ve made the best decisions for your family and that your plan will work when your loved ones need it most.
That is our focus as well. I get to know you and your family, as well as your long-term visions and goals.
If you like what I have to say, subscribe to my newsletter now:
The “Official” Bio
Jill Gregory began working in her own family’s business at a young age and is very familiar with the needs of families and small business owners, not just from a legal standpoint, but from a personal standpoint as well.
Jill focuses on highly personalized estate planning, probate and trust administration for individuals, families and small businesses. She’s been doing this work since 1996.
Jill began her practice with the estate planning department of a downtown San Francisco law firm and later with a boutique estate planning law firm in the Bay Area, working with one of the most innovative estate planners at that time. In that role, she worked closely with and created estate and business plans for affluent clients, including Napa Valley winery owners and Fortune 500 CEOs, officers and their families.
Jill later opened her own practice and founded Jill Gregory PC, a California Professional Corporation, with offices at Fashion Island in Newport Beach and in downtown Tahoe City, California. Jill was raised in Newport Beach and Tahoe City, and is so happy to have offices in both locations.
In addition to meeting with clients in her Newport Beach and Tahoe City offices, Jill is available to meet with clients in offices in Beverly Hills and La Jolla. Jill currently serves clients in Orange County, Los Angeles, San Diego, La Jolla, El Dorado Hills, Sacramento, San Francisco, Marin County, Tahoe City and Truckee, as well as working with clients virtually throughout California (and around the globe with California based assets).
Jill advises and counsels clients regarding wills, revocable living trusts, durable power of attorney, guardianship nominations, California Advance Health Care Directives, family business entity planning, planning for non-citizen spouses, irrevocable trusts (including life insurance trusts, IRA trusts, and special needs trusts), probate, trust administration, asset protection planning as well as entity formation, LLC’s, S-Corps, business succession planning, intellectual property, copyrights, trademarks and business tax strategies. Jill’s experience includes in-house business and tax planning for a nationwide real estate investment group. She has particular expertise in planning for families with minor children and has a young child herself. Jill is the only local attorney in Tahoe City to offer Kids Protection Plans®.
Jill was selected to serve as a California Superior Court pro-tem Judge.
Jill Gregory has been designated by the Family Wealth Planning Institute as a Personal Family Lawyer®, Creative Business Lawyer™ and Family Business Lawyer™.
Jill Gregory is licensed to practice law in the state of California. She graduated from Pepperdine University and Pepperdine University School of Law.