Ready to get your will or powers of attorney prepared, but unsure what happens after you contact us? At Perkins Road Notary in Baton Rouge, the process starts with your document request and a questionnaire. You provide your information and choices, our notary staff prepares the documents using attorney-prepared forms, and you return for an in-person signing.
Start with the documents you want prepared
Our Estate Planning page describes our will, General Durable Mandate, Health Care Mandate, and Complete Estate Plan options. A mandate is Louisiana’s term for a power of attorney. Financial and healthcare mandates address different responsibilities; a will addresses what happens after death.
If you already know which documents you want, tell us your selection. If you need advice about what to choose, who should receive property, or how a document would affect your particular circumstances, consult an attorney before completing your instructions. Our notaries cannot make those legal decisions for you.
Receive your invoice and questionnaire
After you submit your request, our staff follows up with the Square invoice and the questionnaire needed for your selection. Follow the payment and return instructions in that message. Submitting the website request does not itself complete the documents or reserve a signing appointment.
Use full legal names and accurate contact information. Be ready to identify the people you have selected for the roles covered by your documents, including alternates where the questionnaire asks for them. Read the explanations before entering your answers. If a question requires a legal decision you have not made, pause and obtain legal advice rather than guessing.
Our notary staff records your wishes
This is a notary document-preparation service. A notary public records the information and wishes you provide in forms prepared beforehand by an attorney. The work is clerical: collecting your answers, entering your instructions, and arranging execution. It does not include legal advice or an attorney’s individualized review of your estate plan.
Having attorney Morgan Field on staff does not turn this service into an attorney-client engagement. Any legal representation requires a separate arrangement. Complicated family circumstances, a disputed legal issue, or uncertainty about how to accomplish your goals should be discussed with an attorney.
Review the documents and arrange signing
When preparation is complete, follow our staff’s directions to arrange your signing. Check names, addresses, and the instructions recorded in the documents. Raise mistakes before signing. Will signings are by appointment, and the staff will coordinate the required signing participants and witnesses for the documents being prepared.
Bring your current government-issued photo identification. Do not sign in advance. Tell us before the appointment about any difficulty reading, hearing, communicating, physically signing, or appearing in person so the proper procedure can be considered. A routine signing appointment should not be used to resolve an unanswered legal question.
Leave with a plan for keeping your documents accessible
After signing, follow the staff’s instructions about originals and copies. Let your chosen executor and agents know how to locate the documents when needed. Preparation is only part of the process; the right person also needs to be able to find the right document.
To start, review our estate-planning service options or call (225) 341-3828. Perkins Road Notary is at 6161 Perkins Road, Suite 1C, Baton Rouge.
Service information reviewed November 9, 2026. This article provides general information about our notary preparation process, not legal advice.