ABOUT

JILL GREGORY, ATTORNEY AND COUNSELOR AT LAW

Hello!  I’m Jill Gregory, your neighborhood Personal Family Lawyer®.

My goal is to be your trusted advisor who helps you make the very best personal, financial, and legal decisions for your family throughout your lifetime. I want to help you not just now, but also when you can’t be there so that we can help guide your loved ones through a difficult process.

As your Personal Family Lawyer® I’d love to start protecting the people you love and everything else you care about today. I look forward to meeting you!

JILL GREGORY’S ESTATE PLANNING EXPERIENCE

Jill Gregory, founder of Jill Gregory Law, a Professional Corporation, 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 and business planning law firm in the Bay Area.

Jill was raised in Tahoe City and Corona del Mar. When she decided to open her own practice where she could focus on creating plans that would keep her clients’ families out of court and out of conflict, and bring back that personal family lawyer relationship, Jill returned to her hometown and opened an estate planning, probate and business law firm in Tahoe City. Her practice grew primarily through referrals from clients, tax advisors, and financial planners to serve clients in Sacramento and the San Francisco Bay Area. In 2014, Jill opened an estate planning, probate and business law firm in Newport Beach. Jill continues to serve clients throughout California virtually and in-person.

Jill has a Bachelor of Arts in International Studies and a minor in Political Science from Pepperdine University and a Juris Doctorate from Pepperdine University, Caruso School of Law. She was selected to serve as a California Superior Court pro-tem Judge in Tahoe City. Jill Gregory is licensed to practice law in the state of California.

THE PERSONAL FAMILY LAWYER PROMISE

Jill Gregory is a Personal Family Lawyer® law firm. 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 and 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.