THREE LEVELS OF PLANNING

Estate planning at Jill Gregory Law is not one-size-fits-all.

We offer 3 levels of planning to suit your varying needs.  From starter plans primarily for families with young children and little in the way of financial wealth to more robust plans for well-established families concerned with matters of asset protection, preservation and increased growth, we’ve got you covered.

Generally, our fees for a married couple with kids who is not focused on keeping the family out of court range between $2000 up to $9000+ on the high end for an extensive plan that provides significant asset protection after death + maximum protection for your assets from inadvertent loss to the State Department of Unclaimed Property or the Court process.  It’s our opinion that if you are looking for less expensive planning, you may as well read up and do it yourself because you’ll get the same quality of planning online as you will with any lawyer charging fees that are less than what we offer here.  

We’ve priced our planning for you at the intersection of affordability and effectiveness. When we meet for your Life & Legacy Planning Session, we will review the 3 planning levels with you, and you will choose your own fee based on your budget and the planning options that are most important to you and your family. Our plans are focused on ensuring your family has somewhere to turn if and when something happens to you, that your plan will work and you have real security, not the false security that comes with a cheap set of estate planning documents.

There truly is no one size fits all choice. We have created a process, though, to educate you quickly and effectively so that you can make empowered, informed choices about what you want for the people you love, so that you aren’t simply choosing the cheapest option because you don’t have any other basis for making your decisions. 

Personalized Service

We believe in personalized service for each and every client. Our approach is educational and proactive – we educate you based on the specifics of your family situation, your assets, and your individual needs, wants, desires and values and then guide you to tell us what you want most, so we can create the plan (and the fee for that plan) that aligns with your objectives for your family and your assets. 

We represent families throughout various stages of life. Click here to learn more about who we serve.

Ensure Your Plan Is Current

We have an annual Client Care Program to ensure your plan continues to work throughout your lifetime, your assets are always owned in the right way and you are able to feel confident calling us with any legal issue without ever worrying about receiving a bill in the mail for hourly fees. Whether you participate in one of our annual programs or not, we keep all of our clients updated about issues that might affect your life.  

We often serve the whole family and multiple generations of the same family.  From free estate checkups for elderly parents to emergency planning documents for young adult children, become part of our client family and feel how much we care.

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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Member of the California bar association since 1996