Estate Planning in Louisiana
Trust-Based Estate Plan
Create a trust-based estate plan to avoid probate and seamlessly transfer assets to your loved ones.
The simplest process
Three easy steps and everything is online
#1 Answer a few easy questions
Create your documents by answering questions that will allow you to tailor your documents to suit your specific needs.
#2 Download or ship documents
Download your documents from your private account dashboard, or request shipping at checkout.
#3 Sign documents at your convenience
Follow specific instructions to finalize your documents with a notary and two witnesses to make them legally binding.
Build your
Trust-Based Estate Plan
Money-Back Guarantee! If you are unsatisfied with your completed documents, contact us within 30-days of your purchase to request a refund under our Refund Policy.
Included documents
Simply download or order mailing
Revocable Living Trust
The centerpiece of your estate plan which controls the management of assets during your life and allows your beneficiaries to receive their inheritance outright, without going through the time and expense of court proceedings.
Pourover Last Will and Testament
Ensures your Revocable Trust remains the center-piece of your estate plan and that all “probate assets” flow through your Revocable Trust.
Durable Financial Power of Attorney
Appoint someone you know and trust to manage assets and make financial decisions for you if you become incapacitated or are unavailable.
Durable Medical Power of Attorney
Appoint someone you know and trust to make medical decisions for you if you become incapaciated or are unavailable.
Advance Healthcare Directive (a/k/a Living Will)
State your wishes in advance regarding what types of medical life support measures you prefer if cannot express your preferences yourself.
HIPAA Release
Authorize someone to access your Protected Health Information for quick assistance or decisions if you become incapaciated.
Act of Donation of Principal Residence
Transfers your residence to your Revocable Trust with a reserved lifetime usufruct to ensure you retain any homestead exemption.
Extract of Trust
Contains limited information about the Trust that must be filed in the public records when a Trust owns real estate.
Certificate of Trust
Contains a summary of key provisions of the Trust to be given to third parties in lieu of the full Trust Agreement in the interest of privacy. No personal details are disclosed.
Trust Funding Guide
A set of instructions to place assets into Trust to help ensure you avoid probate.
Premium benefits
Practical, affordable, and complete solutions for you
- Establish a Revocable Trust to avoid probate (a/k/a succession)
- Establish protective trusts for beneficiaries
- Decide who will control your affairs
- Leave specific gifts of money, possessions, property, etc.
- Decide when and how your assets will be distributed
- Decide who will benefit from your estate
- Exclude individuals from receiving assets
- Designate a financial agent to make decisions about your property
- Designate a medical agent to make healthcare decisions for you
- Grant someone you trust access to critical medical records
- Decide what happens in a medical emergency
- Nominate Guardians or Tutors for minor children
What if I have another question?
Support team: M-F, 8am-5pm CST
Call us: +1 (855) 213-6300
Common questions
Practical, affordable, and complete solutions for you
Can I really handle documents myself?
Yes, but you need to understand: You answer the questions and submit responses when complete. Your documents will be prepared and delivered to you within three (3) business days. Your responses will not be reviewed by anyone.
What’s included in the Legal Edge plan for $9.99/month?
Forever Revisions
Unlimited revisions to your GeauxPlan at any time and for any reason!
Anytime Upgrade to an Advanced Estate Plan
Upgrade your GeauxPlan to an Advanced Estate Plan at any time and for any reason with an affiliated estate planning law firm and receive a 100% credit of your original GeauxPlans Fee!
Maintenance for Life
Any estate plan needs to be maintained, or eventually it may not work. Legal Edge Plan entitles you to an annual meeting with an affiliated estate planning law firm to review your GeauxPlan to make sure it still works for you – so you are “all set”!
What is a Revocable Living Trust?
A Revocable Living Trust is an agreement regarding the passing of property from one to another. A trust is revocable when it can be revoked, or terminated, by the person creating the trust (sometimes referred to as a “Settlor”). A trust is “living” in that it can also be amended by the creator(s) of the trust during their lifetimes. The Settlor is the current owner of the estate or assets for tax purposes. 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.
What is a Power of Attorney?
A Power of Attorney is a legal document that allows you to appoint someone that you know and trust to make financial and medical decisions for you. Financial decisions typically related to your property or assets, and may include the power to access accounts, pay expenses, buy, sell, exchange, enter into legally binding contracts, create trusts, make donations, etc. Medical decisions typically related to your “person” and may include the power to consent to medical procedures, access protected health information, and to make arrangements for your care.
What is a “Durable” Power of Attorney?
A Durable Power of Attorney just means that the Power of Attorney remains effective after the principal (i.e., the person granting the Power of Attorney) becomes incapacitated. If a Power of Attorney is not durable, it terminates when the principal loses capacity, which could defeat the purpose of the Power of Attorney – to ensure someone can make decisions for the principal in the event of incapacity.
How long does it take to complete my documents?
It should take about 20 minutes to complete your Trust-Based Estate Plan through GeauxPlans.
Do my documents have to be notarized?
While signing requirements vary from state to state, we recommend that Powers of Attorney be signed in the presence of a notary and two witnesses. Failure to do so may render your documents legally invalid.
Circumstances change and so do estate planning needs!
The Legal Edge Plan allows upgrading to an Advanced Estate Plan and applies a full (100%) credit of your original GeauxPlan fee toward the upgrade with an affiliated estate planning law firm!
Forever Revisions
Unlimited revisions to your GeauxPlan at any time and for any reason!
Anytime Upgrade to an Advanced Estate Plan
Upgrade your GeauxPlan to an Advanced Estate Plan at any time and for any reason with an affiliated estate planning law firm and receive a 100% credit of your original GeauxPlans Fee!
Maintenance for Life
Any estate plan needs to be maintained, or eventually, it may not work. Legal Edge Plan entitles you to an annual meeting with an affiliated estate planning law firm to review your GeauxPlan to make sure it still works for you – so you are “all set”!
Protect everything you own and everyone you love.
Practical, affordable, and complete solutions for you
A Trust-Based Estate Plan will avoid the cost and administrative burden of probate (also known as a “Succession”). Maintain enhanced control over assets in the event of an accident, injury, degenerative disease, or anything that may prevent you from acting on your own behalf. Decide who and when someone gets to benefit from your estate if something happens to you. Choose guardians or tutors for minor children. Authorize someone to act for you in a healthcare crisis. Avoid “Will contests”, minimize disputes, and ensure your final wishes are carried out exactly as you wish. Our Support Team stands ready to assist at each step of the way.
Ready, Set, … Let’s Geaux!
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.
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.
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
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
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
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
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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