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Giving Forward Program

Let's focus on the here and now,
for your peace of mind about the future

You need to create a plan the protects you and your loved ones so that you can sleep easy at night knowing everything is taken care of.

Have you previously tried to start your Last Will and Testament and got stuck?

Maybe you got as far as the order page on an online document company and something just felt wrong.

Maybe it was the lack of customization.

You realized that you wouldn’t be able to divide up your accounts exactly how you wanted to.

The questions didn’t seem like the company understood you or your needs or what you wanted to accomplish.

You didn’t feel listened to, you felt like you were a square peg in a round hole.

Maybe it was the lack of organization.

When you first logged into the online document drafter, it seemed like it would be amazing, so you kept going.

But the further in you got, the more disorganized it seemed. The questions seemed out of order, and your mind felt like you were jumping all over the place.

Confusion everywhere.

Perhaps they spelled your daughter’s name wrong.

Did you order and pay for your Last Will and Testament from an online document company?

You felt really accomplished, right? Then you wanted until your documents came in the mail and were outraged to discover they spelled your kid’s name wrong. What’s with that?

Then you tried to get in touch with the company, only to end up in voicemail land.

Maybe it would be easier to just change your daughter’s name to the spelling on your Will?

What is making your Will were easy and even fun?

It can be with the Giving Forward Program!​ Click below to apply now!

Stop and imagine for a moment how it would feel to....

  • Know exactly where to find your key financial documents at the drop of a hat

  • Understand the law as it applies to your family if you or your partner got sick, or died

  • Feel confident that you created a net of protection around your kids and loved ones

  • Have a plan to follow in case you ever had to make medical decisions for your partner

  • Know that you can take a parent's only vacation and leave the kids with their grandparents

Introducing the Giving Forward Program

When you create you Last Will and Testament (or Living Trust) using the Giving Forward Program, you get organization, customization, and an easy to follow program that walks you through the four-step process so you are in control and get to create your own unique and customized Giving Forward plan.

The Giving Forward Program helps you plan for the 3Ls in your life …

Plan for Life

Your life is busy and you're not going to die anytime soon, so let's work together to make sure that you've got the right legal foundation to protect your medical decisions and provide financial security ... just in case.

Plan for Legacy

Your legacy is so much more than just money, it's the future of your kids and your best friend (aka spouse/partner). Let's make your legacy one protects your loved ones and create financial security for them

Plan for Love

How often do you say, "I love you"? Your Will or Trust is the action you need to take to ensure that your love can be felt far into the future, even when you're no longer there to say those three little words.

What is making your Will were easy and even fun?

It can be with the Giving Forward Program!​ Click below to apply now!

What's Included in the Giving Forward Program?

Step 1. Gather Information

The first step of creating your Will or Trust is to gather information and your life. Your life might seem easy, but that's because it's your life. Imagine if someone else had to step in to run your life without you leaving a guidebook. Tough right? We'll guide you through what information you need to gather and where to store it so it can be easily accessed during this process.

Plan for Life

Step 2. Organize Information

Once you've gathered all your information, it's time to organize it by type. This has two benefits, the first is that you'll get a clear picture of your life, and the second is that you'll be able to choose the right kind of plan for you and your family.

Step 1. Name all Family Members and Potential Beneficiaries

It's time to name all family members, that's spouses, parents, and kids (and anyone you want to name as a beneficiary).

Plan for Love

Step 2. Plan for their success if you're not around

Once you've named all your loved ones, it's time to figure out how you want to plan for their success if you're not around. It's hard to think about your kids being raised without you, but with a solid plan, you can ensure that they will know that you loved them and planned for them to succeed. 

Step 3. Choose the plan that fits your family

Now that you've figured out what your family members need to succeed, you can pick the right kind of plan for your family. You won't have to worry about being confused by a Will or a Trust, because you'll know exactly the right kind of plan.

Step 1. Choose your Beneficiaries

You now have a list of all your family members and closest friends, and you've figured out what they need to succeed without you. It's time to choose which of your family members will be beneficiaries and receive money or items from you when you die - don't worry, you can select all of them! You don't have to choose favorites - or at least make it obvious who is your favorite. 

Plan for Legacy

Step 2. Choose their Legacies

After selecting who is a beneficiary and knowing what they'll need to succeed, you'll need to decide if that is the legacy that you want to leave for them.

Step 3. Choose the right Fiduciaries

Now it's time to choose the right people to make sure that your beneficiaries receive their legacies. It's not only an honor to name a person as an executor or trustee, it's also a burden and requires choosing the right person

Make it legal

You've made all the tough choices now. You've figured out everything you have your life, determine what your loved ones need to survive without you, and the legacy that you want to leave behind for them. The last thing you need are the documents with your plan.

We got that part. We'll craft the documents you need to enact your Giving Forward Plan.

What if making your Will was as simple as a series of steps?

It can be with the Giving Forward Program!​ When you create your Last Will and Testament (or Trust!) with the Giving Forward Program, we’ll work together to create the plan that captures your planning goals. Its more than just some documents, it’s entire plan that covers your financial planning, protects your medical decisions, and ensures that your kids will be protected if anything happens to you. 

Creating your Will is more than just talking about “who gets what,” it’s about protecting your decisions and making sure that your decisions will have an effect in the future. 

Click below to apply now!

We started Emery Leach, LLC in 2016 to help families just like yours create lasting and loving legacy plans so that you can consciously build your health, wealth, and life and get your peace of mind.

We believe that you are in the driver’s seat of your own life and that means that you get to decide what happens to everything that you own.

YOU should be able to decide what your Will or Trust says and what it does, what goes in it, when things get distributed, and how they get distributed.

YOU are in control your life and your legacy and you should be the one who decides what happens with everything after you pass.

We have over a decade of experience guiding families just like yours to building a customized plan for their family’s success. We know that you can do this, too.

The Giving Forward Program was born out of building customized estate plans and helping families achieve their legacy goals.

Who We Are

It’s your life, so you’re in the driver’s seat. Every day we come to work, we strive to connect you to the solutions you need to achieve your goals, whether that be protecting your kids, spouse, or family with an amazing and customize Will or Trust, or building your dream business. We’re here to support you.

Some A's for your Q's

Most frequent questions and answers

We love your eagerness and we want you to start now, too, however because we’re attorneys and we’ll be working with you one on one, we need to make sure that we want to work together. That’s why we have a short “Discovery Call” to do a meet and greet.

We also have to do something called a “conflicts check,” which means that we have to make sure that when we work with you, we won’t be hurting any of our previous clients.

Yes, we are! Both Julia and Kathrine graduated from Rutgers University, School of Law in 2013. Funny enough, they were in the same class, but didn’t meet until two years after law school at a networking event. Go Raptors!

Yes, we do! We have three standard payment options: (1) all up front, (2) over 6 months, (3) over 12 months. We also have a “Make us an offer” payment plan option, but you’ve really got to convince us that we should deviate from our standard offerings. 

We do not offer refunds because we do not receive payment until the work is performed. Attorneys are not like contractors. We have to have something called a “trust account,” which is where we keep all the money that we haven’t earned yet. This means that you will only ever be paying us for work that we’ve completed, or it goes into the trust account. Our Giving Forward Plans are valued and paid in increments such that you will be always be paying for service as it’s received. 

We work with planners in New Jersey and Pennsylvania.

“two months of studying + two day exam”

’nuff said. 

We do have relationships with attorneys in other states, so we might be able to recommend an attorney to assist you with creating your Last Will and Testament.

You can create either a Last Will and Testament or a Revocable Living Trust with the Giving Forward Program. While we will make suggestions and recommendations, the choice is up to you in how you protect your family. 

Let's create the plan to protect your family!

When you create your Last Will and Testament (or Trust!) with the Giving Forward Program, we’ll work together to create the plan that captures your planning goals. Its more than just some documents, it’s entire plan that covers your financial planning, protects your medical decisions, and ensures that your kids will be protected if anything happens to you. 

Creating your Will is more than just talking about “who gets what,” it’s about protecting your decisions and making sure that your decisions will have an effect in the future.