plan for tomorrow so you can enjoy today

wills and trusts Designed by you. CUSTOMIZED. PERSONALIZED. 

Planning by the numbers

0
hours per week parents worry about their kids
1 in 1
children who will lose a parent before age 20
0 %
Wives outlive their husbands
0 %
Americans without a plan

Why create your plan? So, you can protect your 3Ls

As a parent, you want to make sure that your kids are safe, loved, and taken care of. We can help with that. Let’s take something off your plate and make sure that your kids will be taken care of, even if something happens to you. 

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.

Three Levels of Customizable Estate Planning to protect your 3Ls

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Children's Action Plan
  • Name legal guardians for your children;
  • Create medical information guides for your children’s guardians;
  • Develop a rapid response plan that ensures your children will always have a safe place to call home
 

Difficulty: Beginner

Options: DIY or attorney created

Time: 30 minutes – 10 hours

Cost: $-$$

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Last Wills and Testament
  • Name legal guardians for your children,
  • Decide what your children will inherit from you
  • Determine how and when they will receive their inheritance
 

Difficulty: Intermediate

Options: Attorney created

Time: 5+ hours

Cost: $$-$$$

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Revocable Living Trust
  • Protect the privacy of your family by avoiding probate,
  • Plan for blended families by protecting inheritances for children of different relationships,
  • Space out your children’s inheritance for years or until specific ages
 

Difficulty: Advanced

Options: Attorney created

Time: 10+ hours

Cost: $$$-$$$$

Why work with us?

We founded 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.

We believe that you can build and customize the plan for your family with a few key things:

  • A step by step program that takes you from today into the future
  • The desire to ensure that your family will be protected
  • A willingness to learn and discover legal planning

How We'd Work Together to Create Your Plan

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.

We believe that you can build and customize the plan for your family with a few key things:

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 guide book. 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.

Phase 1: 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.

Phase 1: Plan for Life

Step 3. 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).

Phase 2: Plan for Love

Step 4. 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. 

Phase 2: Plan for Love

Step 5. 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

Phase 2: Plan for Love

Step 6. 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.

Phase 2: Plan for Love

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

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 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.

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.

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. 

What do you want to discover today?