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You're a great parent, your kid get veggies with every* meal, but you lay awake at night thinking what happens to your kids if you're not there for them? 

* and by "every" meal, we mean most meals. Even superheroes lose battles sometimes. It's okay, you're still an awesome parent. Go you!

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

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 enables you to plan for the 3Ls in your life ... 

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. 

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.

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's Included in the Giving Forward Program?

1

Plan for Life

Step 1: Gather Information

The first step of the Giving Forward Program is gathering information about your life. Your life might seem easy, but that's because it's your life. Imagine if someone else had to step in and run your life without you leaving an instruction manual? We'll guide you through the process of gathering all the information you need so that you can easily find it later.

Step 2: Organize Information

Once you've gathered your information, it's time to get organized. We're going to start by organizing all your information 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 plan that helps protect your family and accomplish your goals. 

2

Plan for Love

Step 1: Name all Family Members and Potential Beneficiaries

It's time to name all family members. That's parents, siblings, spouses, and kids (and anyone that you're thinking of naming as a beneficiary, such as friends, neighbors, worship centers, and non-profit organizations.)

Step 2: Plan for your family's success if you're not around

Once you've named all your loved ones and potential beneficiaries, it's time to figure out how you want to plan for their success if you're not around. There are a number of ways to plan for success, and we will help you figure out the best way to accomplish your goals. 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 love 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 the difference between a Will or a Trust because you'll understand how these two plans are different, and which plan best meets your goals.

3

Plan for Legacy

Step 1: Choose your beneficiaries

In the previous step, you listed all loved ones and potential beneficiaries, and you also determined their needs to succeed. It's time to choose the people or organizations on your list who will be named as the beneficiaries in your Will or Trust. Don't worry, you can select them all! You don't have to choose favorites (or you can at least make it less obvious who is your favorite.)

Step 2: Choose their legacies

After selecting your beneficiaries, you'll decide what kind of legacy you want to leave for them. You can decide to leave them a specific item (such as a car or an amount of money) or a percentage of your estate, or both! It's your plan, you get to choose what happens. 

4

Plan for Legal

After you've done all this work, it's time to make your Giving Forward Plan legal by signing the documents according to state laws. 


You've made all the tough choices now. You've figured out everything you have in your life, determined what your loved ones need to succeed without you, and the legacy that you want to leave behind for them.


Your plan will be memorialized by the documents. We got that part. We'll craft the documents you selected so you can enact your Giving Forward plan and get your peace of mind. 

Option A: Signing Ceremony in our Westmont, New Jersey Office

If you choose this option, for an additional fee, we will print out and prepare the binding for your completed Giving Forward Plan. We'll also create a digital version of the signed documents for you in a PDF so you will always have access to your digital copies.


We'll host the signing ceremony in our office, explain the purpose of each document, and ensure that it is properly signed, witnessed, and notarized so you never have to worry about whether your Will or Trust are done right. 

Option B: Signing Ceremony in your home

If you want to celebrate your Giving Forward plan in the comfort of your own home with your friends and family, we'll send you a PDF version of your documents so you can host your own signing ceremony, complete with instructions to make it legal. Then you can celebrate your success with you favorite ice cream, dessert, or beverage.

Hey there! We're Kathrine and Julia!

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
  • Stick-to-itiveness to follow the four easy phases to get your peace of mind

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

(Estate plans is lawyer speak for wills, trusts, powers of attorney, and health care directives, but you already knew that.)


Kathrine Leach

Attorney & Counselor at Law

Kathrine Leach

I'm all about helping you be your own best advocate so that you get to sit in the driver's seat and call the shots in your legal matters. 

Julia Emery

Attorney & Counselor at Law

Julia Emery

I'm all about wills, trusts, and ensuring your hard earned wealth is protected for generations to come ... without creating trust fund babies.

Ready to get your peace of mind and create your Giving Forward Plan?

Apply to the Giving Forward Program

It's free to apply! Simply click the link below and complete the application. After you complete your application, your next step is to schedule your free Discovery Call.  You'll be on your way to getting your peace of mind!

Copyright Emery Leach, LLC