Estate Planning in Lousiana

Trust-Based Estate Plan

Create a trust-based estate plan to avoid probate and seamlessly transfer assets to your loved ones.

Trust-Based Estate Plan
Trust-Based Estate Plan

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.

Trust-Based Estate Plan

Included documents

Simply download or order mailing

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.

Ensures your Revocable Trust remains the center-piece of your estate plan and that all “probate assets” flow through your Revocable Trust.

Appoint someone you know and trust to manage assets and make financial decisions for you if you become incapacitated or are unavailable.

Appoint someone you know and trust to make medical decisions for you if you become incapaciated or are unavailable.

State your wishes in advance regarding what types of medical life support measures you prefer if cannot express your preferences yourself.

Authorize someone to access your Protected Health Information for quick assistance or decisions if you become incapaciated.

Transfers your residence to your Revocable Trust with a reserved lifetime usufruct to ensure you retain any homestead exemption.

Contains limited information about the Trust that must be filed in the public records when a Trust owns real estate.

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.

A set of instructions to place assets into Trust to help ensure you avoid probate.


Trust-Based Estate Plan

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
Trust-Based Estate Plan
Trust-Based Estate Plan
Trust-Based Estate Plan

What if I have another question?

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


Trust-Based Estate Plan

Common questions

Practical, affordable, and complete solutions for you

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.

Attorney-Reviewed:
You answer questions and submit responses when complete. Your documents will be reviewed by a licensed Louisiana attorney. If there are questions regarding the completeness of the responses you submitted, you will be contacted. Otherwise, your documents will be delivered to you within three (3) business days.

Attorney-Guided:
Follow a link to schedule a 15-minute phone or video conference with a Louisiana licensed attorney who will guide you through the GeauxPlans questionnaire. We recommend that you enter all personal information prior to your scheduled call to make the best use of your 15 minutes of attorney time. No legal advice will be given regarding the appropriateness of GeauxPlans documents for any particular situation. However, you may schedule a complimentary estate planning strategy session with an affiliated estate planning law firm as part of your GeauxPlans Triple Guaranty. Your documents will be delivered to you within three (3) business days of completing your responses.

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”!

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.

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.

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.

It should take about 5 minutes to complete your Powers of Attorney through GeauxPlans.

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 so the agent can handle transactions that require more formality, like donations and real estate transfers.



Trust-Based Estate Plan

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”!


Trust-Based Estate Plan
Trust-Based Estate Plan
Trust-Based Estate Plan

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!


Trust-Based Estate Plan

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.

Trust-Based Estate Plan
Trust-Based Estate Plan

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.

Trust-Based Estate Plan
Trust-Based Estate Plan

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

Trust-Based Estate Plan

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

Trust-Based Estate Plan

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

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

Trust-Based Estate Plan

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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Trust-Based Estate Plan