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Louisiana Estate Planning Questionnaire
Married Couples
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
Husband's full name
Wife's full name
Your e-mail address
Confirm your e-mail address
Your telephone number
Your mailing address
How many children does Husband have?
How many children does Wife 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.
BEQUEST TO SPOUSE
There are several ways you can structure your Will to include your spouse. Two of the most common are as follows.
Usufruct. One common form of bequest to your spouse is give your spouse the usufruct of your estate. Your spouse will be able to "use" your assets until your spouse's usufruct terminates, and then your "naked owners" will receive the assets. This protects the spouse in that your spouse can "use" the assets, and it also protects your children in that your children (if they are the naked owners) will receive the assets when the usufruct terminates (commonly at the death of your surviving spouse). If you have forced heirs (such as children age 23 or younger) this would work best because you are required to leave assets to your children but you may leave assets to your children subject to your spouse's usufruct.
Ownership to spouse. Another common form of bequest to your spouse is to leave ownership (not usufruct) to your spouse. If you leave ownership of your estate to your spouse, your spouse "owns" it and is free to do whatever your spouse wants to do with it, including leaving it to anyone else when your spouse dies. While this is a simple bequest, it offers no protection to your children in the event that your surviving spouse, for example, remarries, and wants to leave everything to the new spouse. It can work well, however, when spouses trust each other so that they are assured that the surviving spouse will not change anything after the first spouse dies, and all assets will go to the children when the surviving spouse dies.
How do you and your spouse want to leave assets to each other?
Use the following text box, if necessary, to better describe how you want to leave your estate to your spouse:
If you leave the usufruct of assets to your spouse, when do you want your spouse's usufruct to terminate. When your spouse's usufruct terminates, your spouse (or your spouse's estate) will be required to "settle up" with the naked owners.
If you leave the usufruct of assets to your spouse, do you want your spouse to be able to sell assets over which your spouse has a usufruct (and consequently the usufruct attaches to the proceeds of the sale) or do you want to require that your naked owners consent in writing to the sale of assets over which your spouse has a usufruct.
AFTER BOTH SPOUSES DIE
Which of the following statements best describes how you want to leave your estate (or the rest of your estate after specific items) after both you and your spouse die?
Use the following text box, if necessary, to better describe how assets are to be distributed after both spouse's die:
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 Husband's Will? (Spouse is common)
Who will serve as executor of Wife's Will? (Spouse is common)
Who will serve as Husband's alternate executor? (If first executor dies or cannot serve)
Who will serve as Wife's alternate executor? (If first executor dies or cannot serve)
Who will serve as agent of Husband's Durable Financial Power of Attorney? (Spouse is common)
Who will serve as agent of Wife's Durable Financial Power of Attorney? (Spouse is common)
Who will serve as alternate agent of Husband's Durable Financial Power of Attorney? (If first agent dies or cannot serve)
Who will serve as alternate agent of Wife's Durable Financial Power of Attorney? (If first agent dies or cannot serve)
Who will serve as agent of Husband's Health Care Power of Attorney? (Spouse is common)
Who will serve as agent of Wife's Health Care Power of Attorney? (Spouse is common)
Who will serve as alternate agent of Husband's Health Care Power of Attorney? (If first agent dies or cannot serve)
Who will serve as alternate agent of Wife's Health Care Power of Attorney? (If first agent dies or cannot serve)
Who will serve as guardian of Husband's minor children if both of the minors' parents die before the children reach the age of 18? (leave blank if Husband will not have minor children when Husband dies)
Who will serve as guardian of Wife's minor children if both of the minors' parents die before the children reach the age of 18? (leave blank if Wife will not have minor children when Wife dies)
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.
