New Orleans and Jefferson Parish

Succession Attorneys

When you’ve lost a loved one, especially when the task of getting their affairs in order falls to you, it can be overwhelming and stressful.

Once the funeral is over, the list of responsibilities continues, and it can be difficult to know where to begin – especially while you’re still grieving.

At Nola Succession Law, our main concern is helping you.

We’ll do everything we can to take the burden off your shoulders and walk you through the succession process from start to finish.

We handle all types of successions in the New Orleans and Metairie area, and we’re ready to work with you to get your loved one’s affairs in order.

Call 504-885-3332 to tell us more about your case
New Orleans and Jefferson Parish

Succession Attorneys

When you’ve lost a loved one, especially when the task of getting their affairs in order falls to you, it can be overwhelming and stressful.

Once the funeral is over, the list of responsibilities continues, and it can be difficult to know where to begin – especially while you’re still grieving.

At Nola Succession Law, our main concern is helping you.

We’ll do everything we can to take the burden off your shoulders and walk you through the succession process from start to finish.

We handle all types of successions in the New Orleans and Metairie area, and we’re ready to work with you to get your loved one’s affairs in order.

Call 504-885-3332 to tell us more about your case

What is a succession?

A succession, referred to as probate in states other than Louisiana, is the process of distributing your loved one’s estate to the rightful heirs in accordance with their wishes.

This process includes collecting the estate, settling any outstanding debts and taxes your loved one left behind, and determining the beneficiaries are the legal owners for the estate’s assets.

There are two types of successions in Louisiana:

1

Testate succession

occurs when your loved one left behind a valid will to follow.
2

Intestate succession

occurs when your loved one did not have a will, or it was invalid or incomplete. In this case, the estate will be divided according to Louisiana intestate law.

There are many different types of assets that could be passed on through the succession process. These assets may include:

  • Real estate
  • Brokerage accounts
  • Bank accounts
  • Boats and vehicles

It’s important to note that families dealing with a revocable trust (also known as a living trust) are not subject to the succession process in Louisiana. Non-probate assets, or assets that do not require succession, include:

  • Individual retirement accounts
  • Life insurance
  • Certain types of annuities
  • Other retirement accounts

What’s included in the succession process?

Your succession attorney will give you a full list of the information and documents you’ll need to gather to complete the succession process.

This list can vary depending on the size of the estate and who the intended beneficiaries are, among other factors.

That being said, the necessary materials typically include:

  • Names and addresses of everyone involved in the succession (including heirs and any creditors)
  • List of all assets your loved one owned
  • List of all debts your loved one owed (mortgages, credit card balances, etc.)
  • Last Will and Testament (signed)

The original Will (not a photocopy) must be filed into the succession record at the courthouse.

How a succession attorney can help

The succession process in New Orleans and Jefferson Parish is certainly not a walk in the park.

But with the help of experienced succession attorneys, you’ll be able to get through it as smoothly and swiftly as possible.

Your attorney can help you with the following issues and questions that may arise during the case:

  • Finding and distributing assets
  • Paying creditors and taxes
  • Dealing with beneficiary rights and contested wills
  • Notifying beneficiaries

Frank Lagarde and his associates are by far the most capable lawyers I have ever used. I will definitely use them again for all of my legal needs.

Stacey Markham

Contact Nola Succession Law today

At Nola Succession Law, we come from a place of compassion first. We know how heartbreaking it is to be left to pick up the pieces after losing a loved one, and we’ve guided Louisiana families from all walks of life through the process. Let us help you through your succession process. Give us a call today.

Call 504-885-3332 to tell us more about your caseClick here to schedule your free consultation

Contact
NOLA Succession Law