Estate management tools
What is included in an Estate Plan?
Our services are tailored to your needs, we won't sell you something you don't need. Our most common packages includes:
- Package A: Last Will and Testament, Medical & Financial Power of Attorney, and Medical Directive
- Package B: Last Will and Testament
- Package C: Medical & Financial Power of Attorneys
Most people create these plans because they are worried about what will happen to their things or because they don't want to burden their loved ones when they die. We say, plan now and avoid pain and worry later!
We create plans that protect your loved ones and give you control over the distribution of your assets.
Estate Management Tools
- Last Will and Testament - describes how you wish your property to be distributed upon your death.
- Financial Power of Attorney - document that grants the authority to a trusted person to handle your financial affairs, should you become unable to do so.
- Medical Power of Attorney - document that outlines the type of medical treatment you would like under certain circumstances and appoints a trusted person to make medical decisions on your behalf should you become unable to do so.
- Right to Die Declaration - puts your wishes in writing about whether you would want certain life sustaining procedures, even if you should be in a terminal condition or in a state of permanent unconsciousness.
Do I need a will if I don’t have many assets?
Yes. A will ensures your property, no matter how large or small, is distributed according to your wishes and prevents unnecessary legal complications for your loved ones.
What is the difference between a will and a trust?
A will dictates how your assets are distributed after you pass away, while a trust allows you to transfer assets during your lifetime and provides more control over how they are managed.
Who should I name as my executor?
Your executor should be a responsible, trustworthy person who can manage your estate, handle legal processes, and carry out your final wishes.
Can I update my will?
Yes. Life changes such as marriage, divorce, birth of a child, or acquiring new assets may require updates to your estate plan. We recommend reviewing your documents regularly.
What happens if I pass without a will?
If you die without a will, Louisiana’s intestacy laws determine how your assets are distributed, which may not align with your wishes. Creating a will ensures your estate is handled according to your preferences.
What does Estate Planning mean?
The word "estate" refers to a person's belongings - his or her business, money, land, homes, cars - all of their possessions. Estate planning is just making arrangements for loved ones after you die and determining how your estate will be distributed.
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