Easy & Affordable
Estate Planning

Protecting everything you own and everyone you love has never been so simple. Made in Louisiana for Louisiana. We are here to make your estate planning experience easy and affordable with plans starting at $99.

Match me with the right plan!

Tell us about yourself and we'll match you with the right plan!

Not sure where to start?

Tell us about yourself and we'll match you with the right plan!
#1 Choose Your State

If you spend time in more than one state, use the state where you are registered to vote, or maintain a driver's license, or intend to return if you are temporarily residing in another state.

#2 Are you married?
#3 Do you want to plan for what happens when you die?

You get to decide who's in control after you die, who gets your assets, and when, as well as who cares for children, etc.

#4 Do you own any real estate in the state of Louisiana?
#5 OK, so probate will be required in Louisiana. It's a bit more work, but do you want to avoid the probate process by transferring your assets to a Living Trust?

GeauxPlans can walk you through the process - step by step.

#5 Do you own probate assets worth more than $125,000?

Probate assets include property that passes by beneficiary designation or that isn't already in a trust. Put another way, probate assets do not include life insurance or annuity proceeds (unless your estate is the beneficiary), retirement assets, usufruct or life estate property, and other assets with named beneficiaries, such pay on death accounts.

#6 Do you have any minor children?

Include both biological and legally adopted children.

Estate Planning
Estate Planning
Estate Planning
#4 If you lose capacity, do you want someone you trust to make financial or healthcare decisions for you?

Incapacity can result from any of the following:

  • Accidents
  • Injuries
  • Medical conditions
  • Degenerative diseases
  • Anything that can cause you from acting on your own behalf, whether temporarily or permanently

If something happens to you, someone should be able to make medical and financial decisions for you, like taking care of bills and other financial obligations, consenting to medical procedures, making care arrangements, and accessing proctected health information.

Estate Planning
#5 Do you need authority to make financial or medical decisions for another person?

For example, a college student who is no longer a minor, or an elderly person (perhaps a parent) may need assistance with financial or medical decisions.

#6 Do you seek privacy or improved control of your assets during life?

For example, do you wish to:

  • Minimize or avoid any public record or information about personal assets?
  • Shield any public information from creditors or predators?
  • Keep assets segregated as separate property in the event of a second marriage?
#7 It sounds like you need some advice.

GeauxPlans is owned and administered by an estate planning law firm. If you have questions or would like a complimentary consultation, please submit your inquiry.


Estate Planning
Estate Planning

The simplest process

Quick, affordable and can be completed in 3 easy steps!

#1

Choose your Estate Plan among the available options and submit payment online

#2

Complete the GeauxPlans interview online. This should take no more than 30 minutes! That’s it! It will be so easy and painless that you will wonder why you waited so long.

#3

Your responses will be electronically submitted to GeauxPlans. A document specialist will assimilate your interview responses into a series of estate planning documents.  If your request an Attorney-Review, your estate planning documents will be reviewed by a licensed Louisiana estate planning attorney.  If you request an Attorney-Guided interview, your documents will be prepared and reviewed after your scheduled appointment with a Louisiana estate planning attorney.

Your documents will be available for immediate download after you complete your questionnaire, or you may request professional printing and shipping at checkout. Allow up to three (3) business days for attorney-review, if requested.


Estate Planning

Simply, pick the plan that is right for you

Practical, affordable, and complete solutions for every occasion

Estate Planning
Minor Child-Centered Estate Plan

Create a will-based plan to appoint a Tutor for a minor child to act as a surrogate parent for you if something should ever happen to you.

Learn More →

Estate Planning
Power of Attorney Plan

The Power of Attorney Supplement to your estate plan is well suited for families with a young adult child or student, or with an aging parent or family member so you can help them.

Learn More →

Estate Planning
Trust-Based Estate Plan

The Trust-Based Estate Plan includes a Revocable Living Trust, Pourover Will, Financial Power of Attorney, Medical Power of Attorney, as well as an Advance Healthcare Directive (a/k/a “Living Will”).

Learn More →

Estate Planning
Will-Based Estate Plan

The Will-Based Estate Plan includes a Last Will and Testament, Financial Power of Attorney, Medical Power of Attorney, as well as an Advance Healthcare Directive (a/k/a “Living Will”).

Learn More →

Online Estate Planning Exclusively for Louisiana

est. 2020

Unlike other online sources, GeauxPlans is owned, administered, and supported by a Louisiana law firm.

GeauxPlans documents are developed and continually enhanced by licensed Louisiana attorneys, including an estate planning and tax law specialist certified by the Louisiana State Board of Legal Specialization.


Don’t know what to choose?
We can help!

Answer a few simple questions to find out which estate plan is right for your unique life situation.


Estate Planning

Triple Guarantee

Practical, affordable, and complete solutions for every occasion

#1 Free

Changes for 30 Days

Any changes to your GeauxPlan within the first thirty (30) days are free!

#2 Free

Estate Planning Strategy Session

You are entitled to a complimentary meeting with a Louisiana estate planning attorney to discuss any issues or concerns you may have regarding your estate plan within thirty (30) days after starting your GeauxPlan.

#3 100%

Credit of Your GeauxPlans Fee

You will receive a 100% credit of your GeauxPlan fee towards an attorney-prepared estate plan with an affiliated Louisiana estate planning law firm at any time within the first year, which means you can test drive your GeauxPlan for an entire year!

Start your estate plan now!

Protecting everything you own and everyone you love has never been so simple. 


Estate Planning

Common questions

About estate planning

A will, sometimes referred to as a “Last Will and Testament” is just a gift that takes effect at death. The “gift” requires a certain form to be valid, which is the purpose of legal guidance in this area. Wills do not avoid probate. When the will-maker (“testator”) dies, the original will is delivered to the appropriate authority to make the “gift” effective. In Louisiana, that authority is the Judicial District Court of the Parish of residence of the Deceased. This starts the probate process, which is referred to as a “succession” in Louisiana.

Probate is the court process of transferring title to certain property and assets after a person has died. Probate property is, generally speaking, all of your assets which are not held in trust, and which do not pass title by some other means, such as beneficiary designation. If you have no will in place, and your assets are not held in trust, Louisiana law will determine who will receive your probate property when you pass. If you have a properly drafted will, your wishes will be stated as to who your probate assets should go to.

No estate planning at all results in an “intestate estate.” By choosing not to have a will or trust you are allowing your estate to pass according to the laws of the State of Louisiana, to your heirs at law. You may not agree with their plan, but unfortunately roughly 70 percent of Americans currently use it. You give up the security and peace of mind of knowing exactly who will receive the benefit of all your hard work, and sentimental valuables. You may also forfeit the benefit of reducing any taxes due at your death.

You may avoid probate on the transfer of some assets at your death through the use of beneficiary designations. Laws regarding what assets may be transferred without probate (non-probate transfer laws) vary from state to state. Some common examples include life insurance death benefits and bank accounts.

Whether you are young or elderly, just getting your family started, or have an empty nest, it is never too soon or too late to create a comprehensive estate plan, while you are still able to do so.

Simply put, estate planning is the process of you (or you and your spouse) making the necessary decisions required to put your affairs in order, and memorialize your wishes before you pass away or become incapacitated. In the event of a sudden accident or illness, you can rest assured that your spouse, children, chosen nonprofit organization, or other persons of your own choosing, will receive the assets you would like them to receive.

Trusts are separate legal entities, like corporations.

Trusts hold assets for you or for the benefit of others.

Assets inside a trust are managed by a trustee who has legal responsibility for managing and overseeing trust proceeds in accordance with your wishes. The trust stipulates how your assets should be managed, and how, when and to whom your assets will be distributed.

Many people think only the wealthy can benefit from trusts. But this is simply not true. Trusts are highly flexible and can provide for an almost unlimited combination of needs, circumstances and objectives.

Because they can be designed to satisfy such specific needs and circumstances, trusts can address the concerns and objectives of most people.

A Revocable Living Trust is a contract reflecting an agreement regarding the passing of property from one to another. A trust is revocable when it can be revoked, or terminated, by the Settlors. It is living in that it can also be amended by the Settlors during their lifetimes. The Settlor is the current owner of the estate or assets. The Settlor is most often also the Trustee initially, and their job is to manage the assets that the Settlors place into the trust. A Beneficiary is a recipient who will at some point inherit the property or assets. All of these people, Settlors, Trustees and Beneficiaries, are named by the Settlors in the trust document. GeauxPlans’ Revocable Living Trust will allow your beneficiaries to receive their inheritance outright, without going through the time and expense of court proceedings.

A Durable Financial Power of Attorney allows you to appoint someone you know and trust to make your financial decisions even when you cannot. If you become incapacitated without this legal document, then you and your family will be involved in a court proceeding known as an interdiction (or guardianship or conservatorship in other states). This is the court proceeding where a judge determines who should make these decisions for you under the ongoing supervision of the court.

A Durable Healthcare Power of Attorney allows you to appoint someone you know and trust to make your healthcare decisions even when you cannot. If you become incapacitated without this legal document, then you and your family will be involved in a court proceeding known as an interdiction (or guardianship or conservatorship in other states). This is the court proceeding where a judge determines who should make these decisions for you under the ongoing supervision of the court.

Do you have any questions?

Support team: M-F, 8am-5pm CST
Call us: +1 (855) 213-6300

Estate Planning

Estate Planning
Estate Planning

Protect everything you own and everyone you love.

Practical, affordable, and complete solutions for you

A well-designed Estate Plan will determine who controls your affairs and who gets to benefit if something happens to you. Choose guardians or tutors for minor children. Avoid the burden and expense of probate. Authorize someone to act for you in a medical emergency. Minimize disputes and ensure your final wishes are carried out exactly as you want. Support is available at every step of the way.


Estate Planning

What our clients say

Don’t take our word for it, check out what our members have to say about us

GeauxPlans is great! I have a college student in Louisiana and needed a Power of Attorney because her college won’t release any information to us – even in a medical crisis.

The staff was helpful and the turnaround was quick. We’re all set!

★★★★★
Ashley S.

I have been using GeauxPlans to begin my estate planning. I am learning quite a bit as I move through all of the sections of the program.

The narratives and videos are very helpful as I move through the process. Support is available for questions or guidance. I am looking forward to finally completing this important document which has been on my list of “things to do” for a while.

★★★★★
Eileen S.

We put off our estate planning far too long. GeauxPlans really made it easy. We watched a GeauxPlans webinar, which helped a lot. Support is fantastic.

Don’t hesitate, especially if you live in Louisiana!

★★★★★
Ryan A.

Estate Planning
Estate Planning

Not sure where to start?
We can help!

Answer a few simple questions to find out which of our plans is right for your unique life situation.

Estate Planning
Estate Planning

Power of Attorney Plan

Create durable powers of attorney and other important documents for your college student, an aging parent, or any other person you need to assist if something happens.

Average time to build a plan: 5 minutes

Estate Planning

Minor Child-Centered Estate Plan

Create a will-based plan to appoint a Tutor for a minor child to act as a surrogate parent for you if something should ever happen to you.

Average time to build a plan: 15 minutes

Estate Planning

Will-Based Estate Plan

The Will-Based Estate Plan includes a Last Will and Testament, Financial Power of Attorney, Medical Power of Attorney, as well as an Advanced Healthcare Directive (a/k/a “Living Will”).

Average time to build a plan: 15 minutes

Estate Planning

Trust-Based Estate Plan

The Trust-Based Estate Plan includes a Revocable Living Trust, a Pourover Last Will, and Testament, Financial Power of Attorney, Medical Power of Attorney, as well as an Advanced Healthcare

Average time to build a plan: 20 minutes

Estate Planning

Not sure where to start?

Answer a few simple questions to find out which of our plans is right for your unique life situation.

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Estate Planning