Legacy and VIP Plans

Here at Jill Gregory Law, we strongly believe in continuing our relationship after your estate plan has been created to ensure your plan stays up to date with the changes in your life, changes in your assets and changes in the law. This is why we offer three separate Legacy Plan Packages: Platinum Plan, Gold Plan, and Silver Plan. This introduction will give you an idea of what each plan has to offer and which plan best supports your needs. The bonuses are available to every Legacy Plan holder.

Click here to view our Legacy Plans.

The Platinum Plan delivers the most constant support for you, your family and your estate plan, providing an in-person annual review, unlimited plan amendments, access to your attorney free of charge, a free family meeting to provide guidance in the event of your disability or death, discounts on trust administration legal services and on future legal services not covered by the plan, trust funding, annual opportunity capturing meeting with your tax advisor and/or financial advisor, and an annual family meeting to integrate adult children into planning.  The Platinum Plan includes up to $27,250 worth of savings.

The Gold Plan delivers reliable support for you, your family and your estate plan, providing an annual review, trust funding, unlimited plan amendments, access to your attorney free of charge, a free family meeting to provide guidance in the event of your disability or death, and substantial discounts on trust administration legal services and future legal services not covered by the plan.

The Silver Plan offers economical support including an annual review via telephone, unlimited plan amendments, access to your attorney free of charge, a free family meeting to provide guidance in the event of your disability or death, and discounts on trust administration legal services and future legal services not covered by the plan.

If you have any questions regarding any of our unique Legacy Plans, please do not hesitate to contact us.