WHAT OUR CLIENTS SAY
“I was so overwhelmed just thinking about doing our trust. Jill is so confident, kind and easy to talk to that the experience was easy and painless.
We are so happy that we hired her to take care of our family!”
“I strongly recommend Jill Gregory for your estate planning and trust preparation needs. Jill is richly experienced, knowledgeable, and client needs-focused.
I put off doing my trust for years because I thought it would be a painstaking process. It was not at all thanks to Jill!
I no longer lay awake at night thinking, “I need to have a trust done!”
– Wendy Beasy, Newport Beach
“I couldn’t imagine my team without her. She communicates her expertise in layman’s terms, ensuring that I can follow along and then make the informed choice that is right for me.
She is insightful and personable, taking an intimidating topic and making it accessible. She is invested in my success . . . offering thoughtful suggestions that resonate with what I’m striving to achieve in my business.
I’d recommend her in a heartbeat.”
“We grew a small business over time and were seeking professional expertise with the various financial aspects as the asset grew.
Knowing that the growth with our company was increasing, there was a need for protection and our need for professional services to insure our hard work and efforts with our company were safe in our lives became an imperative, consequently, our C.P.A. suggested Jill’s services and we sought her expertise.
The process was highly systemized, straightforward, with lots of support, guidance and counsel.
Jill’s approach was such a genuine pleasure, that we truly appreciated as the various aspects of the process we sought and built over time. It became very educational as we utilized the annual follow-up to enhance and improve our various key documents.
We highly recommend Jill’s broad range of professional services to give Families needed peace of mind on Estate Planning and Trust matters.”
Greg and Barbara, Sacramento
She met me at my house and worked around my busy schedule. She was patient, kind and explained every document in detail, explaining my options and the result of each option.
I literally felt how genuine her care for my family was and still is. I have already referred her.
She is extremely knowledgeable… I highly recommend her.”
Irene, Corona del Mar
“In setting up a living trust, I wanted to make sure that if anything happened to me or my husband, our kids would be covered. Dealing with family matters can be difficult, uncomfortable and emotional.
Jill is kind and very professional, making the whole process smooth. We never felt rushed in making our decisions. When we need to make changes, I know Jill will be there.”
– Gina, Granite Bay
“Following the birth of our first daughter we asked Ms. Gregory to help us with our wills and trusts. She was helpful, knowledgeable and provided such insightful guidance, we subsequently utilized her services to incorporate our businesses.
She is personable, well-informed, experienced, and offers clients the ability to handle a variety of different legal services.
Jill makes confusing legal matters manageable and easy to handle and we will continue to look to her to assist us with our needs in the future.”
– Katja, Tahoe City