Update My Estate Plan

If you’ve previously worked with our firm and need to update your estate planning documents, we’re happy to help.

Common reasons clients return include:

• Changes in family circumstances

• Changes in assets or property

• Death of a spouse, trustee, or beneficiary

• Desire to add or revise a trust

• General updates to keep documents current

Our Process for Updates

We use a streamlined process designed to respect your time while ensuring your plan remains effective under Louisiana law.

Step 1: Complete the Update Questionnaire
You’ll start by completing a short questionnaire so we can understand what has changed since your last plan.

Step 2: Brief Intake Call (If Needed)
In some cases, you may have a short phone call with Brooke, our Paralegal & Intake Coordinator, to clarify next steps.

Step 3: Zoom Planning Meeting
If appropriate, you’ll meet by Zoom with the attorney to review changes and discuss recommendations.

Step 4: Signing Appointment
Updated documents are signed in person by appointment:

• Baton Rouge — weekly

• New Orleans — weekly

Most updates are handled on a flat-fee basis.
In many cases, planning session fees are waived or credited for returning clients.

Ready to Get Started?

Click below to begin the update process.