For Our Clients
Welcome!
We’re so happy you’re here. Thank you for trusting us to take care of you and your family — we’re truly honored to serve you.
This page is your go-to resource for everything you need as our valued client. Below, you’ll find tools and information to help you every step of the way, including:
- Scheduling appointments
- Download our Life and Legacy Planning Client Guide
- Our 3-Step Life and Legacy Planning Process
- Contacting our team
- Our Client Communication Guidelines
- How to send or securely upload documents
- Using our Funding Toolkit
We’re here to make this process as smooth and stress-free as possible. If you have any questions, don’t hesitate to reach out—we’re here for you!
Schedule An Appointment
You can schedule an appointment below or contact our receptionists at 949-514-8842 or 530-581-5455.
FAQs
Contact Information
Newport Beach Office: (949) 514-8842
Tahoe City Office: (530) 581-5455
Jill Gregory’s Direct Line: (949) 522-5455
If you would like to schedule an appointment, kindly contact our receptionists. Note that our receptionists are available 7 days a week and after hours.
If you would like to call Jill directly or leave her a voice message, please contact Jill on her direct line.
How to Upload Your Documents
Click here or go to https://www.encyro.com/jillgregorylaw to securely upload your documents, or you may send your documents via fax to (949) 396-2134, or deliver/mail them to us at 620 Newport Center Drive, Suite 1100, Newport Beach, CA 92660.
For clients that are not able to easily scan or copy your planning documents, please contact us so that we may assist you.
Client Communications Guidelines
Click here to view our Client Communications Guidelines.
Funding Toolkit
Click here or go to https://www.dropbox.com/sh/bah0533twn7b4um/AABaHBThHctphKHYolkl9fVsa?dl=0 to go to our Funding Toolkit.