ESTATE PLANNING

Peace of mind that everything you have and everyone you love will be protected in the best way possible.

 

 

 

 

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OUR SERVICES

Planning for All of Life’s Stages

Estate Planning

Create a foundational legal life and legacy plan that is exactly right for you and will keep your loved ones out of court and out of conflict.

Long-Term Care Planning

Preserve your financial future by using preventative strategies when considering long-term care costs for you or a loved one.

Trust Administration & Probate

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

WELCOME

Welcome to Jill Gregory Law, a boutique estate & business planning law firm. I want to congratulate you for making it here and taking the first step towards planning for and protecting everyone and everything you love.

Here 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 to discover what is needed 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 we’ll also establish a relationship that will last a lifetime. 

We believe in protecting your family’s future so that you can enjoy peace of mind today. This is our priority for you as well.

If something should happen to a loved one, our hearts are with you, and we are here to guide you through this process with as much ease as possible.

Jill Gregory, Attorney & Counselor at Law

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!” – Jessica

“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

“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 …” – Katja, Tahoe City

WHAT SETS US APART

 

Flat Fees

We encourage communication with our clients. Everything we do is 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 convenient for YOU.

Home Consultation

Many of our clients appreciate that we are available to meet with you at your home or office. Once again, we work with you in a way that is convenient for you. 

Lifetime Relationships

Once you put your plan in place, your life may change, your assets may change, and the law will definitely change. We offer free reviews every three years to ensure that your plan stays up to date with all of these changes.

Unique Annual Plans

We offer unique annual plans to 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.

Kids Protection Plan - A MUST for any Mom and Dad

Licensed in California

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JILL GREGORY LAW, a Professional Corporation, is a legal planning law practice that provides advice to families and businesses in California.