Louisiana Estate Planning, Made Easy

Will signings require an appointment. General Durable and Health Care Mandates can often be prepared during a regular visit, but we recommend calling ahead when completing multiple documents.

A will signing generally takes 15 to 30 minutes. Document preparation happens before the signing appointment. Full plans and more involved situations may require additional time.

No. A succession is the process used to transfer certain property after death. A will states how your succession property should be distributed and names the person you want to handle the estate, but it does not eliminate succession.

Not necessarily. Louisiana inheritance rules depend on your family and property circumstances. A will lets you state how you want your succession property distributed, subject to Louisiana law.

Yes. Each person needs an individual will and individual mandates, even when spouses have the same general wishes.

An independent executor is the person named in your will to manage the succession with less ongoing court supervision than an ordinary executor.

No. A Health Care Mandate appoints someone to make healthcare decisions for you. A living will records your wishes concerning life-sustaining procedures. They are separate documents with different purposes.

Yes. Estate-planning documents can generally be replaced or revoked while you have the legal capacity to do so. Review your plan after major life events such as marriage, divorce, a birth, a death, a significant move, or a major change in property.

No. This estate-planning service is provided in a notarial capacity and does not include legal advice. The notary records your stated wishes and information in forms prepared in advance by an attorney, and coordinates preparation and signing. The notary cannot recommend beneficiaries or legal provisions, advise you about the legal or tax consequences of your choices, or decide which plan best protects your interests.

Morgan Field is an attorney on staff, but that does not make this notarial service an attorney engagement or establish an attorney-client relationship. Legal advice and representation through Field Law require a separate engagement.

We prepare the wills and powers of attorney offered through this service and coordinate their signing and notarization. You do not need to buy an online form first. A notary public gathers your information and records your stated wishes in forms prepared in advance by an attorney. The service does not include legal advice or individual attorney review.

Our service uses Louisiana forms prepared in advance by an attorney. Available will provisions address common family arrangements, alternate beneficiaries, and independent administration. The financial and health care mandates provide places to name agents and backups and record the authority you choose to grant. We coordinate the required signing and notarial steps.

The notary records your choices but cannot advise you which provisions to choose or determine whether the available forms meet all of your legal needs. Attorney-prepared forms are not a substitute for individualized legal advice.

Bring a current government-issued photo ID and the names and contact information of the people you want to name as beneficiaries, executor, agents, and backups. Have your instructions ready, including whom you want to receive property and whom you want to act for you. Bring existing estate-planning documents and any requirements supplied by your bank or health care provider. Call (225) 341-3828 before your visit so we can confirm the information and attendance needed for your documents.

Required witnesses are included in the $600 package, and we coordinate the signing appointment. Before bringing your own witnesses, call so we can confirm the arrangements. Also ask us whether anyone you plan to name in a particular document needs to attend or sign; do not assume everyone named must come to the appointment. Call (225) 341-3828 before your visit.

Acceptance cannot be guaranteed. Ask your bank or health care provider about its requirements before preparation, and provide any forms or written instructions it supplies. An institution may request additional information or documentation. If questions arise about the legal sufficiency of a document, the powers needed, or a refusal to honor it, those questions require separate legal advice.