How to Get Started
HOW TO GET STARTED.
I am so glad that you are here and you are ready to get started with planning your estate to ensure that you, your loved ones and your assets are taken care of in the best way possible.
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 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.
The planning process itself begins with an initial meeting, the Estate Planning Session.
THE FIRST STEP IS TO SCHEDULE YOUR ESTATE PLANNING SESSION.
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.
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 use Google Meet for our online conferences, so there is no software you need to download. You simply go to the url we provide to you at the time of the meeting. This is just one of the steps we take to make sure planning is as convenient for you as possible.
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.
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.
YOUR ESTATE PLANNING WORKSHEET.
Shortly after scheduling your appointment, you will receive access to your Online Welcome Packet as well as a Welcome Packet sent via priority mailer. The Welcome Packet includes all of the information you will need to get started, including an Estate Planning Worksheet. We ask that you complete and return the Worksheet to us preferably 3 days prior to our meeting to ensure that you will get the most out of our time together. Megan Gooing, our Client Services Director, will reach out to you to see if you have any questions at all or need any assistance completing your Estate Planning Worksheet.
THE ESTATE PLANNING SESSION.
During our meeting, the Estate Planning Session, we will discuss your desires and your goals for your family and your assets, as well as what will happen under your existing plan (or no plan). By looking at what would happen under your current plan, we can identify what you would want to happen differently and then together with Jill’s guidance make the decisions that are necessary to give you the peace of mind of knowing your family would be taken care of in the way you want if something happened to you.
Assuming that you and Jill determine that there is a good fit between Jill Gregory Law and your family AND that you identify specific ways you would want things to happen that are different than what would happen if something happened to you, you and Jill can design a plan for your family right away.
We will help you to choose the planning level and fee that is right for you and your family (we have three different planning levels to accommodate your needs – our fees begin at $2,000 and they are all-inclusive, so there are never any surprises), and you and Jill will then design a plan that will give you the peace of mind of knowing your family will be taken care of in the event the unthinkable happens.
Once you and Jill have completed the design of your plan, we will make arrangements for you to sign your planning documents approximately 2 to 4 weeks later. We have a process of reviewing your documents with you that makes your plan so easy to understand. Once you sign your estate planning documents, your assets and your family are protected as discussed during your design meeting.
In most law firms, the relationship ends there.
But we see the signing of these documents as the beginning of our relationship with your family. This is where our law firm is very different. After you sign your legal documents, we don’t just send you on your way and wish you luck for the future. Instead, we create an electronic record of all of your legal documents and then schedule a legacy appointment with you. This is one of the most important meetings of our process because it’s where we:
1. Ensure your assets are all owned in the right way (you can have the best set of legal documents, but if your assets are not owned in the right way, it’s all been a waste);
2. Make sure everyone you’ve named to take care of your kids, the money you are leaving behind or you if you cannot care of yourself knows just what to do, if and when something happens;
3. Capture and plan for your intangible assets – the values, insights, stories, and experiences – you would never want lost; and
4. This is where we make sure you understand everything we’ve put in place for you and your family.
We 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 annual 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 love hearing from our clients!
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, (1) sign up below for our newsletter, and contact us or click here to schedule a quick 15 minute call with Megan Gooing, our Client Services Director, to discuss any questions you may have. We are here to help!
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 20 years.
We look forward to meeting with you and learning how we can serve you and your family.