Wills & Estates

Succession and Estate Planning Law Firm in Louisiana

Why do I need a will, trust, or estate planning?

A will or trust removes the uncertainty of how your assets and debts will be distributed, and allows you to be in control. This is where an experienced Family Planning Attorney can help.

When someone dies, a will sometimes — but not always — must be probated in court. In Louisiana, this is called  a “succession,” and it ensures that your wishes are carried out. Getting sound legal advice on the succession process can ease your and your family’s minds during a difficult period.

The legal system can sometimes seem tricky and getting real answers is hard to get.  Our law office can help you by explaining your options and helping you to meet your goals.

In addition to a will, a trust offers further protection and advantages in many situations, particularly where:

  • Significant assets are involved
  • There are disabled children or spouses who have special medical needs
  • There are minor children who are not able or ready to manage their own finances
  • There are adult children who, for many reasons, cannot manage their own finances

In Louisiana, many types of trusts are available, including living trusts, revocable trusts, special needs trusts and spendthrift trusts. Whether you need a will, trust, or both, we will tailor these estate planning tools to meet your individual goals and needs.

What is a succession?

Succession is the legal process of opening and administering an estate after a person dies. If there is a will, the process of probating the will transfers ownership of assets and real property to persons named in the will as beneficiaries and heirs. If there is no will, opening a succession also transfers ownership of assets and real property according to rights of succession established by Louisiana law.

When you contact our law firm for help in estate planning, our attorneys will help you with all the administrative aspects including:

  • Identifying and accessing assets and debts, including bank accounts
  • Transferring title to real and personal property
  • Handling outstanding debts such as final medical expenses, funeral expenses and taxes
  • Putting heirs and beneficiaries into lawful possession of the assets that they have inherited
  • Filing any accounting required by law