For Existing Clients
If we've worked with you before, you're in the right place. Whether you need to update your estate plan or need assistance after the death of a loved one, choose the option below that best describes what you need.
🔁 I Need to Update My Estate Plan
If we previously prepared your estate plan and something has changed, we can help you determine whether an update is appropriate.
Common reasons include:
Marriage, divorce, or remarriage
Birth or adoption of a child or grandchild
Death of a spouse, trustee, or beneficiary
Changes in assets or property
Moving documents into a trust
Other changes in your wishes or circumstances
🕊️ A Loved One Passed Away
If a loved one has passed away and we've previously worked with your family, we can help you determine the appropriate next steps, including whether a Louisiana succession may be necessary.
Helpful Information for Existing Clients
This video explains what to expect after your estate planning documents are signed and how we work with clients over time.
This video explains how existing clients can request updates and what to expect during the review process.
Planning or Signing an Update
Planning meetings are conducted by Zoom. When documents need to be signed, signing appointments are scheduled by appointment in Baton Rouge or New Orleans.