By Perkins Road Notary
A useful estate plan starts with a few decisions and the right documents. If you have been putting it off, begin with a call to identify what you need and how much preparation time to allow.
1. Decide what you want the documents to do
A will addresses property passing through your estate after death and can name an executor. A financial power of attorney authorizes another person to act for you during life. Healthcare documents address medical decision-making and treatment preferences. One document does not do all of these jobs.
2. Discuss the scope before booking
Tell us whether you need a simple will, a power of attorney, or both. Mention children from prior relationships, minors, special-needs beneficiaries, business interests, trusts, or a disputed inheritance. Those facts may call for an attorney-designed plan through Field Law.
Ask for a quote and the expected preparation and signing schedule. We do not promise that every plan can be completed the same day. Wills require an appointment so there is time to prepare the document and arrange the signing.
3. Gather the information
Current identification and accurate names for beneficiaries, executors, and agents.
Family information and a general list of assets and debts.
Existing wills, powers of attorney, and any relevant court orders.
Your instructions and questions about what should happen if a chosen person cannot serve.
Use our will appointment checklist and will cost guide for more detail.
4. Review, sign, and store the documents
Read the draft and resolve questions before signing. Louisiana updated its testament formalities in 2025. A current notarial testament must be written, dated, and executed before a notary and two witnesses, with the required signatures. A generic notarization of an online form is not a substitute for following Louisiana law.
Keep the original will in a secure, accessible place and tell your executor where it is. Give appropriate copies of powers of attorney and healthcare documents to the people who need them. Review your plan after major family or financial changes.
Official source
Louisiana Civil Code article 1576: Notarial testament.
Get help in Baton Rouge
Call Perkins Road Notary at (225) 341-3828 or visit 6161 Perkins Road, Suite 1C, Baton Rouge. See our notary services. Curbside service is available at our office; call when you arrive. We do not provide mobile visits.
Updated October 8, 2026: This article was revised to reflect current Louisiana law, agency procedures, and Perkins Road Notary service information, as applicable.