Essential Estate Planning Documents. Receive an initial consultation and essential estate documents, including a Last Will and Testament, Financial Power of Attorney, Health Care Power of Attorney, Living Will, and Declaration of Burial Desires.

Annual or Biennial Consultation with a Report of Estate Plan. Review your estate plan with your attorney on a regular basis and discuss any recommend updates/changes. Receive a visual summary and report of your estate plan with potential recommended updates for maintenance of your plan.

Secure Online Client Portal. Access your estate plan at any time and update information by logging into your secure client portal.

Updates to Estate Plan. Receive basic updates to your current estate plan documents at no additional cost (e.g., change bequests, name new executor/agent, etc.).

Coordination of Direct Beneficiary Assets. Review and coordinate your direct beneficiary assets (life insurance, IRAs, 401Ks, etc.) which generally do not transfer in succession (probate.)

Duplicate Original Documents and Safe Storage. Rest easy knowing that Legacy Louisiana will store a duplicate original of your estate planning documents in a water/fire resistant safe.

Educational Updates. Receive valuable educational information and legal updates on Louisiana estate planning and succession throughout the year.

Scheduled Consultations. Receive scheduled consultations to review or answer questions about your estate plan at no additional cost.

Reduced Pricing on Other Services. Receive reduced pricing on new and additional legal services such as trusts and successions (probate) for you and your family members.

Scheduled Notarizations. Receive scheduled notarization of all types of documents at no additional cost.