ABOUT

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

Jill Gregory

Hello!  I’m Jill Gregory, your neighborhood Personal Family Lawyer® and the founder of Jill Gregory Law, a Professional Corporation.

My goal is to serve as your trusted advisor, assisting you in making the very best personal, financial, and legal decisions for your family throughout your lifetime. 

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. 

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’s Experience

Jill Gregory, Attorney and Counselor at Law, focuses on highly personalized estate planning, probate, and trust administration.

Jill began her practice in 1997 in the estate planning department of a downtown San Francisco law firm and later with a boutique estate planning law firm in the Bay Area.

Raised in Tahoe City and Corona del Mar, California, Jill returned to her hometown and established an estate planning, probate, and trust administration law firm in downtown Tahoe City. She decided to open her own practice where she could concentrate on creating plans that would keep her clients’ families out of court and out of conflict, and to revive that personal family lawyer relationship.

Jill’s practice expanded, primarily through referrals from clients, tax advisors, and financial planners, to serve clients in Sacramento and the San Francisco Bay Area. In 2014, Jill expanded her practice to Southern California and established a practice at Fashion Island in Newport Beach. She continues to serve clients throughout California, both virtually and in-person.

Jill holds a Bachelor of Arts in International Studies with an emphasis in Political Science from Pepperdine University Seaver College, and a Juris Doctor from the Pepperdine University Caruso School of Law.  Jill Gregory is licensed to practice law in the state of California.

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Personal Family Lawyer

Jill Gregory is a Personal Family Lawyer®. Every Personal Family Lawyer promises to deliver the counsel you need, the legal planning you want, and a relationship you can trust, at a price you can afford.

How you hire us.

Documents aren’t good planning, they come from good planning. For that reason, we always begin with a Planning Session to guide you to clarify your financial life and legacy goals before we draft a single document.

Starting here ensures you choose the right plan for you based on your family dynamics, your assets, and your budget. And that your plan and our work covers the full picture of what matters most throughout your life, and after your death.

What we protect.

Everything that matters to you. The assets most often lost between generations are intangible – Time, Energy, Attention, Money, Values, Insights, Stories, and Experience. Our Life & Legacy Planning process ensures everything from your financial assets to your values to your voice are protected during your life and for generations to come.

How we plan.

Every Life & Legacy Plan is unique, driven by your personal relationships, family dynamics, assets and risk factors. We work with you to map out the most likely scenarios for you, and plan for each as life, the law, and your assets change over time.

What you see.

Systems, Processes + Flat Fees … from the moment you call our office, you’ll see we have a plan to help you plan and choose the right plan for you and your family. And, you’ll never be surprised by an unexpected invoice. All of our fees are flat fees, agreed to in advance, based on your choices and No Surprises, ensuring the transparency required to stay on the same side of the table, every step of the way.

How we deliver.

Far too many estate plans end up unfinished, unsigned, or out-of-date, leaving families in court and in conflict. We ensure you mitigate the biggest risks of traditional estate planning: procrastination and neglect. Our 3-Meeting Planning + Yearly Review Process is designed to ensure you not only get your planning done, but that your plan stays up to date as your life changes.

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We will never sell or share your information.

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 your Planning Session.

Alternatively, if you have questions, schedule a free 15-minute phone consultation with Jill—this is a great way to ask your questions, learn more about us, and determine whether Jill Gregory Law is the right fit for you and your family.

Member of the California bar association since 1996