Helping You Handle What Comes Next
Louisiana Succession, Probate & Trust Administration
Losing someone you love is hard enough. Figuring out what happens to their property, debts, and financial affairs shouldn't make things harder.
Whether you're responsible for settling a loved one's estate, serving as a trustee, or simply trying to figure out what needs to happen next, I can help you understand the process, your responsibilities, and your options.
Practical legal advice, without the unnecessary jargon or complications.
What Happens After Someone Dies?
When someone dies, there's often more to take care of than people realize.
Who inherits their property? What happens to their house or bank accounts? Do you need to go to court? What if they had a trust? And who is responsible for handling everything?
In Louisiana, the legal process of settling someone's estate is called a succession. You may also hear it called probate.
Not every estate requires the same process. What needs to happen depends on the person's assets, debts, family circumstances, and whether they had an estate plan.
My job is to help you figure out what needs to be done and how to get it done.
How Can I Help?
Succession & Probate
Whether your loved one left a will or died without one, I can help you determine what needs to happen to settle their estate.
This may include:
Determining whether a succession is necessary
Identifying heirs and beneficiaries
Preparing and filing succession documents
Helping executors and administrators understand their responsibilities
Addressing estate debts and other obligations
Transferring property to the appropriate heirs or beneficiaries
Some successions are relatively straightforward. Others involve complicated family circumstances, multiple properties, or questions about how assets should be distributed.
I'll help you understand what your situation requires.
Trust Administration
If you've been named as a trustee, you may have a lot of questions about what you're supposed to do.
Being a trustee comes with legal responsibilities, and those responsibilities don't always come with clear instructions.
I help trustees understand their duties and properly administer trusts.
This may include:
Reviewing and explaining trust documents
Identifying trustee responsibilities
Assisting with trust assets and distributions
Addressing beneficiary questions
Helping trustees understand accounting and recordkeeping obligations
Coordinating with financial advisors, accountants, and other professionals
Whether you're administering a trust after someone's death or managing an ongoing trust, I can help you understand your responsibilities and make informed decisions.
Advice for Executors, Trustees & Beneficiaries
Sometimes you don't need someone to handle the entire process. You just need answers.
Maybe you've been named executor in someone's will and aren't sure what that means. Maybe you're a beneficiary wondering what information you're entitled to receive. Or perhaps you're a trustee who wants to make sure you're doing things correctly.
I can help you understand your rights, responsibilities, and next steps.