It’s easier than you think.
How to Get Started
Now, as you get started, it’s important that you know how we work because we do things a bit differently here at Jill Gregory Law than at other law firms. That’s just one of the reasons why our clients love us so much.
We know that when a loved one dies it can be a confusing time in which you are in immense grief while also needing to make sure you handle all the technical details of locating assets, paying bills, and making sure your loved one’s assets get to the right people, without conflict. We are here to help.
Your Appointment Options
You have two options for your next step:
You can schedule a free 15-minute phone consultation to learn more about us and get a few preliminary questions answered.
You can schedule your Trust and Estate Administration Planning Session and complete the pre-session homework so that you come in prepared to be educated, informed and ready to make empowered decisions.
Thanks for your interest. I know you have a lot of options when it comes to legal planning. Jill Gregory has been a trusted advisor for over 25 years.
We look forward to meeting with you and learning how we can serve you and your family.
The Trust and Estate Administration Planning Session
The administration planning process itself begins with an initial meeting, a Trust and Estate Administration Planning Session.
Most law firms schedule a one hour appointment to meet with you. Here at Jill Gregory Law, we reserve 2 hours to meet with you so we can focus entirely on you and your questions during this time. Some clients find that they don’t need the full 2 hours. Even if you find that you do not need the full two hours, our clients appreciate that they do not feel rushed through this process.
In advance of your meeting, we will send you a package of information to review and complete before our time together, which will help you begin the process of getting the trust and estate administration in order.
During our meeting together, we will guide you to gently look at what needs to happen, whether it is a trust administration, a formal probate, a simplified probate, or some other procedure. And then, we’ll help you create a roadmap to start the administration process.
How Much Does the Trust and Estate Administration Planning Session Cost?Our Trust and Estate Administration Planning Session is valued at $1250. If during your Planning Session you choose to move forward and you retain our services to handle the administration, your session fee will be applied to the administration fees. In some circumstances we will waive the planning session fee. We require that you secure your appointment with a credit card. Nothing will be charged as long as you complete and submit your homework at least 3 days in advance of your appointment and you keep your appointment. If you must cancel your appointment, we ask that you do so at least one week ahead of time so that we may open our calendars to other waiting families. The full fee will be charged to your credit card should you no show, cancel your appointment less than 7 days prior to your appointment, or fail to submit your homework at least 3 days in advance. We understand that this policy of securing your appointment with a credit card may seem unique. So is our law firm. We expend most of our energy providing an exceedingly high degree of service to our existing clients and we limit the number of new clients we see each week.
How to Secure a Free Planning SessionWe may waive the normal Planning Session fee of $1250 if you commit to completing and submitting your homework at least 3 days in advance of your appointment; you are the named trustee or executor (or if there is no named trustee or executor and you are next in line); and although the estate may have sufficient assets, you personally do not have access to funds to cover the cost of the planning session fee. Note that we do not waive the Planning Session fees for in-person appointments.
What to Do Prior to Your Trust and Estate Administration Planning SessionAfter scheduling your appointment, you will receive an Estate Inventory & Assessment and other important information that you will want to review and complete prior to your Planning Session. Your Estate Inventory & Assessment is your pre-session “homework.” We ask that you complete and submit your homework along with copies of any existing estate planning documents to our office at least three days prior to your Planning Session so that we have time to review your information and provide the most valuable counsel we can during your Planning Session. Feel free to contact us at any time if you need assistance completing your homework or have any questions at all.
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.
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