Louisiana Estate Planning — Start Here
This short video explains how our estate planning process works, including intake, planning meetings, and what to expect before getting started.
This short video explains who tends to be a good fit for our firm and when a different approach may be more appropriate.
This video explains why we use a planning session and how it helps ensure your meeting is focused, prepared, and productive.
Wills, trusts, probate-avoidance planning, and uncontested successions
for Baton Rouge and New Orleans area families. Serving Louisiana families for over 35 years.
Who This Page Is For
You live in Louisiana or need Louisiana-specific estate planning
You’re looking to create or update a will or trust
You want a clear process and flat-fee planning
You’re handling an uncontested succession for a family member
If you’re an existing client or contacting us because someone passed away, please use the Existing Clients link in the menu for the fastest assistance.
How Our Process Works
Step 1 — Start With a Short Questionnaire
You’ll begin by completing a short online questionnaire so we can understand your goals, family situation, and assets at a high level.
Step 2 — 10-Minute Intake Call (If Appropriate)
If it appears we may be a good fit, you’ll have a brief phone call with Brooke, our Paralegal & Intake Coordinator.
This call is not legal advice and not with an attorney.
Step 3 — Zoom Planning Session With the Attorney
If appropriate, you’ll schedule a 60-minute Zoom planning session with the attorney.
The planning session fee is $250, and it is credited toward your flat fee if you move forward.
Step 4 — Preparation Through DecisionVault
Before the planning session, you’ll complete a secure online organizer (DecisionVault) so the attorney can prepare in advance.
Step 5 — Signing Appointment (In Person)
Planning meetings are conducted by Zoom.
Signing appointments are held by appointment only:
Baton Rouge — weekly
New Orleans — weekly
What We Handle
Will-based estate plans
Trust-based estate plans
Powers of attorney and health directives
Probate-avoidance planning
Uncontested Louisiana successions
What We Do Not Handle
Litigation
Contested successions
Family disputes
Ultra-complex tax or dynasty planning
Meet The Team
Catherine Martinez — Managing Attorney
Handles planning meetings, legal advice, and representation.Paul Rabalais — Founder & Of Counsel
Focuses on education and guidance; may be involved in select matters.Brooke Coxe — Paralegal & Intake Coordinator
First point of contact; helps guide you through the process.
Practical Details
Planning meetings are conducted by Zoom
In-person meetings are for signing only
Flat-fee planning (no hourly billing)
Baton Rouge and New Orleans service areas
Most clients complete the planning process without ever needing to travel.