For Existing Clients
What to Expect After Your Estate Plan Is Completed
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.
Many clients return to us over time as their lives change. The options below will help you get started.
If you’ve worked with our firm before, you’re in the right place.
We’ve served Louisiana families for more than 35 years, and we understand that needs change over time — or that you may be reaching out during a difficult moment after a loss.
To help you get the fastest and most appropriate assistance, please choose one of the options below.
🔁 I Need to Update My Estate Plan
You’ve previously completed an estate plan with our firm and would like to make changes due to life or financial changes:
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
General updates or revisions
🕊️ A Loved One Passed Away
We understand this is a difficult time. If a loved one has passed away and you need guidance on next steps under Louisiana law, our team can help:
A family member has passed away
You need guidance on what to do next
You’re unsure whether succession is required
This includes uncontested successions and related estate administration matters.
What to Expect
Planning meetings are conducted by Zoom
Signing appointments are held by appointment only:
Baton Rouge — weekly
New Orleans — weekly
If you’re unsure which option applies to you, start with either button and our team will help guide you to the appropriate next step.