ESTATE PLANNING & PROBATE LAW
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Jill Gregory Law is a preeminent boutique estate and business planning law firm with offices in Newport Beach, Orange County, Sacramento and Tahoe City.
With over 20 years of experience in estate planning, trusts, probate, trust administration, asset protection planning as well as business planning, you know you will be in good hands with Jill Gregory Law.
Our Services
Comprehensive Estate Planning
Revocable trusts are an essential element in most estate plans and can be instrumental in ensuring your assets avoid the high costs and delays of probate, minimize or eliminate estate taxes, and ensure your loved ones will receive your wealth.
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.
Business Planning
We proactively ensure that your business has a solid legal foundation with the right legal structures and agreements in place, as well as protect your brand.
Family Mediation
If conflicts arise whether due to divorce or a trustee/beneficiary dispute, working with a mediator is a great place to start for those that want to resolves conficts amicably. Learn More
Testimonials
“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“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“She is extremely knowledgeable… I highly recommend her.”
Irene Villalobos“Caring, loving lawyer who takes great care of your family. For life.”
Alexis Neely“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 M.Articles
Give the Gift of Peace of Mind
Now is the time to give the gift of estate planning to those you love. This is a gift that will last a lifetime and beyond - and one your family will thank you for! It’s my mission to make sure your family makes the very best legal and financial decisions and is...
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What You Need to Know About Probate
If you’re thinking about having your estate plan done, one term you will hear over and over again when you talk to professionals about it is “probate”. What is probate? Your estate must go through the probate process if you have certain types of assets. Other assets...
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Designating a Guardian for Your Children
Today we want to share some practical considerations with you--things you should consider before naming one or more people to serve as guardians for your children. The intent is to encourage you to engage in proactive planning, and also to take some pressure off of...
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6 Estate Planning Questions You Should Ask Yourself Every Year
If you have not revisited your estate plan this year, ask yourself these 6 questions: 1. Should your estate plan be changed to reflect any new laws, new assets, or changes in your life? 2. Are your assets being tracked so that if anything happens to you, your family...
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Give the Gift of Estate Planning
Now is the time to give the gift of estate planning to those you love. This is a gift that will last a lifetime and beyond - and one your family will thank you for! It’s my mission to make sure your family makes the very best legal and financial decisions and is...
read more
Probate & Trust Administration – What to Do First
Have you been named the executor of someone’s estate or the Trustee of a Trust? This is a very important role and the appointment reflects their trust and faith in you to follow their wishes. There are a number of details and important deadlines. Immediately following...
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