YOUR TRUSTED ESTATE
PLANNING LAWYER.

Peace of mind knowing that everything you have and everyone you love

will be protected in the best way possible.

 

 

 

Get a free 15-minute consultation

How We Can Help

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Estate Planning, Wills, and Trusts

With our life and legacy planning model, we help you confidently make legal and financial decisions so you know you have a plan designed specifically for you and your family. 

Kids Protection Planning

We guide you to ensure that your young children (and the money you leave behind for them) will be taken care of by people you know, love, and trust with our Kids Protection Plan. 

Looking down a dock during sunrise at Lake Tahoe.

Probate & Trust Administration

Ensure the smoothest possible transition of assets following the death of a loved one.

I strongly recommend Jill Gregory for your estate planning and trust preparation needs. Jill is richly experienced, knowledgeable, and client needs-focused.

I put off doing my trust for years because I thought it would be a painstaking process. It was not at all thanks to Jill!

I no longer lay awake at night thinking, “I need to have a trust done!”

WENDY BEASY

Newport Beach and El Dorado Hills

Welcome!

Hi, I am Jill Gregory.

Welcome to Jill Gregory Law, a boutique estate planning law firm. Congratulations for making it here and taking the first step toward planning for and protecting everyone and everything you love.

At Jill Gregory Law, we cherish the opportunity to help secure what you love. We look forward to learning your story, hearing what matters most to you, and helping you discover what is necessary to keep your loved ones out of court and out of conflict when something happens.  We are here to help ensure that you, your children, your loved ones, and your assets are taken care of in the best way possible.

Whether you’re looking to protect your family, your business, or both, we will not only provide you with a comprehensive plan specifically designed for you but also establish a relationship that will last a lifetime. 

We believe in protecting your family’s future so you can enjoy peace of mind today.

If you have recently lost a loved one, our hearts are with you. We’re here to guide you through the administration process with as much ease as possible.

Jill Gregory, Attorney & Counselor at Law

Our Happy Clients

 

“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!” 

– Sacramento Client

“Our C.P.A. suggested Jill’s services, and we sought her expertise. The process was highly systemized, straightforward, with lots of support, guidance, and counsel.

Jill’s approach was such a genuine pleasure, that we truly appreciated as the various aspects of the process we sought and built over time. It became very educational as we utilized the annual follow-up to enhance and improve our various key documents.

We highly recommend Jill’s broad range of professional services to give families needed peace of mind on estate planning and trust matters.”

– Greg and Barbara, Sacramento

“Jill is absolutely amazing and professional!

She met me at my house and worked around my busy schedule. She was patient, kind, and explained every document in detail, explaining my options and the result of each option.

I literally felt how genuine her care for my family was and still is. I have already referred her. She is extremely knowledgeable… I highly recommend her.”

– Irene, Corona del Mar

“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, Granite Bay

“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 …” 

– Tahoe City Client

Get Started Today

If you are ready to get started and you know that your family deserves the kind of protection, guidance, and love we provide for a lifetime, click the button below or call us at 949-514-8842 (Southern California) or 530-581-5455 (Northern California) to schedule a free 15-minute phone consultation with Jill. This is the perfect opportunity to ask questions, learn more about our services, and see if Jill Gregory Law is the right fit for you and your family.

What Sets Us Apart

 

Flat Fees

Our planning services are billed on a flat-fee basis, agreed to in advance, so there are never any surprises.

Virtual Legal Planning

We offer our clients the option of working with us virtually — via phone or Zoom. We work with you in a way that is most convenient for YOU.

Kids Protection Plans

We offer Kids Protection Plans with all comprehensive estate plans to ensure your children will be cared for by people you know, love, and trust.

Lifetime Relationships

Once your estate plan is in place, over time, your life may change, your assets may shift, and laws will inevitably change. To help keep your plan current, we offer complimentary reviews every three years.

Unique Annual Plans

Our annual plans are designed to efficiently, effectively, and affordably keep your estate plan up to date year in and year out to ensure your plan will protect you, your loved ones, and your assets when it is needed most.

Asset Protection Planning

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.

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We will never sell or share your information.

Main Office:

620 Newport Center Drive

Suite 1100

Newport Beach, CA 92618

(949) 514-8842

By Appointment:

600 North Lake Boulevard

Suite J

Tahoe City, CA 96145

(530) 581-5455