E&M Legacy Planning
"Helping families prepare today so their loved ones are protected tomorrow"
At E & M Legacy Planning, our mission is to help families get important plans in place so their loved ones are protected and their wishes are clear.
After more than 43 years serving families in ministry, we saw firsthand how difficult things can become when important plans are not in place. Today, we help individuals and families prepare through financial planning, life insurance protection, and access to estate planning tools so their loved ones are protected.
"Estate Planning isn't about death. It's about protecting the people you love and making things easier for them when it matters the most."
L. Marshall Moultry
What Happens When There Is No Plan
Standing with families during some of the most difficult moments of their lives allowed us to see that many families were not only grieving the loss of someone they loved, but they were also trying to sort through financial matters, locate important documents, and make critical decisions without clear guidance.
When plans had not been put in place, these questions created additional stress during an already emotional time. Those experiences revealed something important to us: Preparing ahead of time is one of the greatest gifts you can leave the people you love.
Questions often came up like:
- Where are the important documents?
- Who is responsible for making decisions?
- What happens with the home or bank accounts?
- Were there instructions for healthcare or finances?
When plans had not been put in place, these questions created additional stress during an already emotional time. Those experiences revealed something important to us: Preparing ahead of time is one of the greatest gifts you can leave the people you love.
When plans had not been put in place, these questions created additional stress during an already emotional time.
Those experiences revealed something important to us:
Preparing ahead of time is one of the greatest gifts you can leave the people you love.
Preparing Your Family’s Legacy Plan
Planning for the future often involves several important areas working together. Our goal is to help families organize the pieces that help protect the people they love.
Estate Planning
Understanding probate and preparing documents such as trusts, wills, and powers of attorney can help ensure your wishes are clearly documented.
Life Insurance Protection
Life insurance can help provide financial security for loved ones and assist with covering expenses when they need it most.
Financial Planning
Thoughtful financial planning helps families organize assets, review beneficiary designations, and make informed decisions about the future.
Create Your Estate Documents Online
Many families want a simple and affordable way to organize their estate planning documents.
Through our secure online platform, you can complete essential estate planning documents from the comfort of your home.
The guided process walks you step-by-step through the information needed to create documents such as:
- Living Trust
- Last Will and Testament
- Financial Power of Attorney
- Healthcare Directives
Professionally Prepared Estate Documents
The estate planning documents available through our platform are created using attorney-drafted templates designed to meet state requirements.
The secure system guides you through a step-by-step process to generate the documents needed to organize your estate plan.
Once completed, your documents will be ready for signing and notarization according to your state’s requirements.
This process allows many families to prepare essential estate planning documents conveniently and affordably from home.
Take the First Step
Planning ahead doesn’t have to be complicated. It begins with understanding your options and taking simple steps to organize your affairs.
Whether you prefer to create your documents yourself or speak with someone for guidance, we are here to help.
Secure Your Legacy Today
DIRECT CONTACT
T: 562-323-4870
E: info@emlegacyplanning.com
Available for consultations: Mon - Fri, 9:00 AM - 6:00 PM PST.
In-person meetings by appointment only.