Congratulations on taking the first step towards the protection of your family and your wealth. You’ve made a great decision. To get started, please complete the following steps at least 3 days before your Life and Legacy Planning Session.
Step 1. Complete your Life and Legacy Planning Inventory and Assessment.
Please click here to complete the Life and Legacy Planning Inventory and Assessment online. If, however, you would prefer to print the worksheet, please click here. If you would like us to mail the form to you, please let us know.
The Inventory and Assessment serves merely as a worksheet, so if you are not sure about exact figures or information, your best estimate is sufficient for purposes of your initial consultation. Even if you already have a will or a trust in place, we ask that you complete the Inventory and Assessment to ensure that we have current and accurate information.
Click here to view your Welcome Packet. The Welcome Packet includes everything you will need to prepare for your Estate Planning Session.
Step 3. Provide us with copies of any estate documents.
Please provide us with copies of any existing planning documents, including wills, trusts, powers of attorney, health care directives, etc. at least 3 days before our first meeting.
Click here or go to https://www.encyro.com/jillgregorylaw to securely upload your documents, or you may send your documents via fax to (949) 396-2134, or deliver/mail them to us at 620 Newport Center Drive, Suite 1100, Newport Beach, CA 92660.
For clients that are not able to easily scan your planning documents, please contact us so that we may assist you.
If you have any questions or need any help completing your Family Wealth Inventory & Assessment, contact us at email@example.com or at 949-522-5455 (Jill’s direct line). We are here to help!
We are looking forward to meeting you and learning more about how we can serve you and your family.