How to Get Started
It’s easier than you think.
You know your family deserves the kind of protection, guidance and love we provide for a lifetime.
First, 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 look forward to meeting you. Schedule today!
THE FIRST STEP IS TO SCHEDULE AN APPOINTMENT.
We know that beginning your estate planning is a big step. So our process is designed to ensure your confidence in the planning process each step of the way.
You have two options:
1. You can schedule a free 20-minute phone consultation to learn more about us and get a few preliminary questions answered.
2. You can schedule your Life and Legacy Planning Session and complete the pre-session homework so that you are prepared to be educated, informed and make empowered decisions for the people you love. If you have an existing plan, you can discover whether your existing plan still works for your family or if you have gaps that you must fill to have the peace of mind that your family is protected.
THE LIFE AND LEGACY PLANNING SESSION.
The planning process itself begins with an initial meeting, the Life and Legacy 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 family during this time. Some families 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.
We will send you a package of information to complete before our time together, which will help you begin the process of getting your legal and financial life in order. During our meeting together, we will guide you to gently look at what would happen for your loved ones and with your assets if something were to happen to you. And then, we’ll look at what you want to happen and help you create a roadmap to get that plan in place as easily as possible. Clients routinely say “Wow, if we had known how easy this would be, we would have done it years ago!” after meeting with us.
Here at Jill Gregory Law we work with you in a way that is convenient for you. In addition to meeting with clients in our Newport Beach and Tahoe City offices, we meet with clients in a number of offices throughout Northern and Southern California including La Jolla, Walnut Creek, and Sacramento.
We also offer the option to meet at your home or business. This is something that we have offered to our clients for decades. We strongly believe that getting to and from your attorney’s office should not be a hassle or a challenge, and for many busy families, this is the perfect solution.
Finally, we offer our clients the option of working with us virtually – via phone or online conference. We generally use Zoom for our online conferences. This is just one of the steps we take to make sure planning is as convenient for you as possible.
Click the link below or call us at 949-514-8842 or 530-581-5455 to schedule your appointment. If you don’t see a date or time that meets your needs, or would like to enquire about meeting at another location, please contact us.
How Much Does a Life and Legacy Planning Session Cost?
Our Life and Legacy Planning Session is $750 and if we create a comprehensive plan for you, that planning fee is applied to your legal fees for your lifetime estate plan.
In some circumstances, we will waive the planning session fee.
How to Secure A Free Life and Legacy Planning Session
We will waive the normal planning session fee of $750 (1) if you return your pre-session homework at least 3 days in advance of your scheduled appointment, (2) if you are married or planning with your life partner, you will ensure both of you come to the appointment together (unless you have the information and authority to handle the planning), and (3) if you will give our office at least 7 days’ notice if for any reason you need to reschedule or cancel your appointment.
We understand that this policy may seem unique. So is our law firm. We will be blocking off two full hours on our calendar to meet with you, to the exclusion of others. We provide our very best service to those families who are looking for a long-term relationship with their trusted advisor. We expend most of our energy providing an exceedingly high degree of service to our existing clients and limit the number of new clients we see each week.
What to Do Prior to Your Life and Legacy Planning Session
After scheduling your appointment, you will receive your Family Wealth Inventory & Assessment and other important information that you will want to review prior to your personal Life and Legacy Planning Session. We must have your Family Wealth Inventory & Assessment returned to our office 3 days prior to your Session or we will need to reschedule your Session. Feel free to contact our Client Services Director at any time if you need assistance completing your Assessment or have any questions at all.
If you have existing estate planning documents, please make sure that we have your existing documents in our office at least a week before your meeting so that we can review them prior to meeting with you.
What to Expect the Day of Your Life and Legacy Planning Session
On the day of your meeting, please expect to spend up to 2 hours with Jill Gregory. The initial meeting with us has two purposes:
- To identify whether there is a good fit between you and Jill Gregory Law.
- To educate you about the law and what would happen if you died with your current (or no) plan in place.
By looking at what would happen under your current plan, you can identify what you would want to happen differently and then together with Jill’s guidance make the decisions that are necessary (including choosing your own fee) to give you the peace of mind of knowing your family would out of Court, and out of conflict, when something happens to you.
Assuming that you and Jill determine that there is a good fit between our firm and your family AND that you identify specific ways you would want things to happen that are different than what would currently happen if something happened to you, you and Jill can design a plan for your family right away.
What Happens Next?
Once you and Jill have completed the design of your plan, you will meet with our plan coordinator who will review your assets for the purpose of ensuring that everything you own will be titled for maximum protection and then schedule a meeting for you to sign your planning documents approximately 4 weeks later. Please be sure to let us know if you will need your documents sooner for any reason.
We have a process of reviewing your documents with you that makes your plan so easy to understand that you will know for certain that we understood exactly the way you want things to happen when something happens to you and that your loved ones will be in excellent hands with our firm. Once you sign your planning documents, your assets and your family are protected as discussed during your design meeting.
We see that as only the beginning of our relationship. You may make changes to your planning documents at no charge for up to 90 days after you sign your documents.
At our final meeting during the planning stage of our relationship, we verify that all of your asset transfers are moving forward on track whether we are taking the lead or you are taking the lead with our guidance. We review your asset spreadsheet with you and ensure all of your questions are answered. Of course, if they aren’t or they become cloudy later on, we are always available to answer your questions at any time in the future. And, there’s no charge for that.
What Happens After I Sign My Estate Planning Documents and Take Them Home?
After the planning phase is complete, the maintenance phase of your plan will begin. At no additional charge, we review your plan at least every three years and keep you informed about changes in the law and about other issues that affect your family and your wealth. And, if you participate in one of our Legacy VIP Membership programs, you will have an opportunity to review your plan on an annual basis, and we will provide your family with a number of other valuable services.
Finally, we are always here for you and we don’t charge you for phone calls, faxes, or emails. We welcome your communications!
You’ll be amazed at how easy and painless the entire planning process will be for your family.
Not Ready to Schedule Your Planning Session?
If you know that your family deserves the kind of protection, guidance and love we provide for a lifetime, but you aren’t ready to schedule your Planning Session at this time, sign up below for our newsletter, and contact us or click here to schedule a call with Megan Gooing, our Client Services Director, to discuss any questions you may have. We are here to help!