For Planners – Emery Leach, LLC

Let's focus on the here and now with your family and your kids because you don’t want to have worry about what happens to them after you’re gone

You’ve got enough to worry about without thinking about who makes sure your kids are taken care of if you’re not there to take them to soccer practice, make sure they don’t eat peanut butter, and makes sure they always have clean underwear. Let’s take one thing off you plate by getting started with your Last Will and Testament.

You need to create a plan for your kids in case something happens to you so that you can sleep easy at night knowing everything is taken care of.

Are you ready to get your peace of mind?

You’re the expert in your life, your family, and you’re the person who keeps all the balls in the air.

You’re worried that your best friend and partner will lets the balls fall if something happens to you.

That’s why you’re here. You want to know how you can keep the balls in the air if you’re not there to do the juggling.

That’s why we’ve created the Giving Forward Program which include essential legal planning tools and documents to satisfy even the most thorough of planners.

Yes, we see you with your hand-drawn bullet journal. #respect

There’s a better way to juggle everything and keep your family on task

Imagine if you could just wave your magic wand and your kids and your spouse would always know the answer to all the questions they ask you. Yes, your husband could even find his socks without you telling him.

Imagine your spouse would know what day what bills are due, what day the kids had dance class, gymnastics, what days their tests were, and which child could eat his beloved peanut butter and pickle sandwiches.

Imagine you wouldn’t have to worry how your family would keep moving along if something happened to you. If you didn’t have to bear the additional emotional labor of thinking, “What if those test results come back positive?” or think about, “Can my partner really handle this without me?”

What if we told you that you don’t have to imagine?

What if that world existed?

The Will that you create is better because it’s designed for you by you

What if I told you that you can personalize the law? You can change how some laws applies to you simply by the swipe of your pen? You’d feel like a rock star, right? You’d put on your pink suit* and just Elle Woods it up.

What happens when you sit down each week or month to put together your journal or your family calendar?

You only add your family’s events, right? Maybe you add a friend’s birthday party, a kid’s test date, or a religious holiday, but only the events that your family celebrates.

Why do you do that?

Because it’s your calendar for your family. You started with a blank calendar and filled it with dates and events that are only important to you.

Imagine if you borrowed your friend’s family calendar. It’s totally useless to you, right? You don’t care when your friend’s daughter has softball practice because your daughter plays volleyball. The date, time, and location of your friend’s daughter’s softball practice is totally useless to you and doesn’t deserve a line on your calendar.

Your Last Will and Testament is the same as your family calendar. It’s yours. It has to tell your story.

It doesn’t do you any good to copy your neighbor’s Will. That’s like trying to drop off your daughter for volleyball practice at a softball field. It just doesn’t make sense.

Just like your customized and personalized calendar, your Will and your estate plan need to be customized and personalized to fit you, your lifestyle, and your family.

*pink suit not required. Yoga pants encouraged.

How does this work?

Getting started is simple (and free)! For reals …

Just click the button that says, “Apply To the Giving Forward Program.”

You’ll be able to sign up for our client portal and start gathering all the information you need to create your Will.

Once you’ve completed your information, you’ll be able to schedule your Virtual Estate Planning Session.

During your Planning Session, we’ll go over all the information that you provided, we’ll help you figure out the best way to accomplish your goals and then you’ll receive a customized proposal about your personalized plan.

Imagine how empowering it is to have a plan where you take control of your life today?

Imagine the peace of mind you’ll achieve by not having to worrying who will catch all the balls you’re juggling in your life if you’re not there to do the juggling?

After your Planning Session, we’ll use all the information that you’ve gathered and your goals, hopes, and dreams that were discussed during your Planning Session and turn that information into your personalized Last Will and Testament and estate plan.

The last party we have is your Signing Ceremony. That’s when you “swipe you pen” across the paper and change and personalize the law as it applies to you and your family.

Your Will and your estate plan are complete and your family is protected.

Bonus: Celebrate! You’ve accomplished a majorly huge task, checked a box on your #adulting to-do list, and achieved peace of mind. It’s time to celebrate your accomplishment in the way that you do.

Why is this better than some online document company?

Dude, because we’re actually lawyers.

They’re not.

We did the whole “Elle Woods” thing and went to law school.

We’re also actual people.

When you speak with us, you’ll be speaking with us, not going through a “customer service representative” who can’t help you make a decision on what you should do next.

We don’t even have a phone tree set up, so you won’t get lost in voicemail land.

You get our direct phone numbers. When you call on our direct number, you get us.

Beyond that, you’ll get one an one attention from us at every step of the process to make sure that your estate plan matches your goals.

Your goals become our goals and we’re going to hold you accountable to accomplishing them.

Peace of mind from planning

There are many ways to create your Will or your Trust, but there is only ONE Giving Forward Program, which helps planners like you design, create, and customize your Will or your Trust so that you get exactly what you need to make sure that your family will always have what they need to be financially secure, emotionally strong, and so you can get your peace of mind.