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.

๐Ÿ‘‰ Update My Estate Plan

If youโ€™ve worked with our firm before, youโ€™re in the right place.

Weโ€™ve served Louisiana families for more than 35 years, and we understand that needs change over time โ€” 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.

๐Ÿ” I Need to Update My Estate Plan

Youโ€™ve previously completed an estate plan with our firm and would like to make changes due to:

  • 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

๐Ÿ‘‰ Update My Estate Plan

๐Ÿ•Š๏ธ A Loved One Passed Away

You are contacting us because:

  • A family member has passed away, and

  • You need guidance on next steps under Louisiana law

This includes uncontested successions and related estate administration matters.

๐Ÿ‘‰ A Loved One Passed Away

What to Expect

  • Planning meetings are conducted by Zoom

  • Signing appointments are held by appointment only:

    • Baton Rouge โ€” weekly

    • New Orleans โ€” weekly

If youโ€™re unsure which option applies to you, start with either button โ€” our team will help route you appropriately.