Jill Gregory

JILL GREGORY LAW
https://jillgregorylaw.com/

Areas of Focus: Kids Protection Planning, Life and Legacy Planning

Licensed States: California

What to expect from Jill Gregory

A 15- minute introductory call to understand your goals and needs.
2-Hour Working Life & Legacy Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
A transparent discussion of your options to care for what matters most to you, no matter what happens. Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.

About Jill Gregory

Hi. I’m Jill Gregory. I became a Personal Family Lawyer over 10 years ago because after a decade of experience being a traditional estate planning attorney, I knew there had to be a better way to serve my clients where I could build lifetime relationships with my clients and put in place holistic plans that would work when my clients needed it most and would keep my clients and their loved ones out of court and out of conflict.

I’m here to help families throughout California, and in offices in Newport Beach and Tahoe City, navigate the maze of legal and financial decisions you face when planning for your loved ones.

I focus on helping families through all stages of life, as well as Kids Protection Planning, Special Need Planning, planning for LGBTQ families, Asset Protection Planning, Holistic Elder Care, Probate and Trust Administration.

Whether you are married or single, a traditional family or a blended one, starting out or looking back on a life well-lived, I will help you to design a plan that achieves your goals for your loved ones today and for years to come.

I graduated from Pepperdine Caruso School of Law in 1996 and have been working with families and individuals since then to put in place plans that will work when their loved ones need them most, and help clients with the administration process when their loved ones pass away.

And, most importantly, I am the proud mother of my daughter Kate.

Testimonials

I was overwhelmed just thinking about doing our trust. Jill is so confident, kind and easy to talk to. We are so happy that we hired her to take care of our family! Jessica T

Jill is absolutely amazing and professional! I felt how genuine her care for my family was and still is. She is extremely knowledgeable. I highly recommend her. Irene V

I strongly recommend Jill Gregory for your estate planning and trust preparation needs. Jill is richly experienced, knowledgeable, and client needs-focused. Wendy B

Our C.P.A. suggested Jill’s services. The process was highly systemized, straightforward, with lots of support, guidance and counsel. Jill’s approach was such a genuine pleasure. Greg W

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. Gina M

Schedule a Consultation

THE PERSONAL FAMILY LAWYER PROMISE

What makes PFL lawyers different?

How you hire us.

We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
How we plan.

We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
What we protect.

Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
What you see.

Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
How we deliver.

Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
How our plans work.

One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.