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Louisiana Estate Planning Questionnaire
Single Individual
Please complete this Questionnaire and then click Submit. You will be forwarded to our payment page. Once we receive your submitted information and your payment, we will prepare your customized estate planning documents. We will contact you by e-mail or telephone if we need additional information.
Part One: You and Your Family
Your full name
Your e-mail address
Confirm your e-mail address
Your telephone number
Your mailing address
How many children do you have?
Part Two: Your Bequests in Your Will
You can leave specific items to specific people, such as your diamond ring to your granddaughter. These items will be distributed before the rest of your estate. Note that it is not common to leave specific items in your Will, but you are entitled to do so. Leave this section blank if you do not want to leave specific items to specific people.
How do you want your estate (or the rest of your estate after specific items) distributed?
A testamentary trust is a way to protect the inheritance of your heirs. It protects their inheritance if they are minors, and it protects them from their own financial mismanagement. Would you like to have a testamentary trust as part of your Will?
If you answered "Yes" to the previous question, we will e-mail you information so you can make important decisions about your testamentary trust.
Please use the following text box to describe any other specific provisions you would like to include in your Will (Optional).
Part Three: Your Representatives
Who will serve as executor of your Will?
Who will serve as agent on your Durable Financial Power of Attorney?
Who will serve as agent on your Health Care Power of Attorney?
Who will serve as guardian of your minor children (leave blank if you will not have minor children when you die)?
Thank you for completing your Estate Planning Questionnaire. For your records, please print this page before you click submit. Once you click Submit, you will be directed to the payment page. Once we receive your payment, we will begin customizing your estate planning legal documents. If we need additional information, we will contact you by e-mail or telephone. We look forward to working with you.
