Essential Estate Planning Documents

Estate Planning Lawyer Serving New Orleans

Legal planning for death or incapacity can be a source of anxiety. However, our clients often express great relief upon completing their estate plan.

Failure to develop an estate plan can result in the laws of the State of Louisiana determining who gets your property at death, increased costs and conflict among family members about your estate, or exorbitant legal costs and intrusion into you and your family's privacy.

Our New Orleans estate planning lawyers will work closely to develop a plan that is right for you and your family.

Essential Estate Planning Documents

We provide an individualized approach when meeting your estate planning needs. In most cases, we recommend that our clients consider at least the following essential estate planning documents:

  • Last Will and Testament: A will is a written document that states how your assets are going to be distributed upon your death. It may be complex or very simple; however, even the simplest will must meet strict form requirements or it could be legally unenforceable. If you die without a will, your property will be distributed in accordance with Louisiana intestate succession law.
  • Living Will: A living will is a written document that states your preferences about medical care in the event of a terminal illness. It instructs your physicians on whether or not to use artificial medical life sustaining procedures to prolong your life.
  • Medical Power of Attorney: Similar to a living will, a medical power of attorney also is a written statement of your preferences regarding medical care. However, the power of attorney applies to all medical situations in which you cannot make your wishes known, while a living will applies only in the event of terminal illness. The medical power of attorney also establishes an agent that can act on your behalf in making important medical decisions.
  • Power of Attorney for Finances: A power of attorney for finances is a directive wherein you appoint an individual (called your agent) to handle your financial matters if you are physically or mentally unable, or unwilling to do so.

Contact a Jefferson Parish estate planning attorney!

If you're wondering which estate planning documents you need to maximize your assets, then contact a New Orleans estate planning lawyer at our firm. Estate planning not only protects your assets and loved ones, but may prevent or minimize certain transferrable taxes that are imposed on assets when given to beneficiaries, as well. All documents in an estate plan must be completed according to state laws, which is where an attorney from our firm has the ability to help. We have over 3 decades of successions and estate planning experience, and have assisted clients throughout Jefferson Parish create all types of estate plans. Please contact our firm, or fill out a complimentary case evaluation.

Brown Weimer LLC Attorneys and Counselors at Law - New Orleans Probate Attorney
Located at 400 Poydras Street, Suite #1125
New Orleans, LA 70130
Phone: (504) 561-8700

The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship.

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