Our Estate Planning Portfolios were designed with our 30 years of experience helping people with their estate planning.

If you have watched our video on the 4 Key Estate Planning Documents, you know there are certain documents that everyone should have to protect their families:

  • Durable Power of Attorney
  • Advanced Medical Directives
  • Last Will and Testament
  • Letters of Instruction

We create all of these documents for you based on your needs and with our experience to guide you. For married couples, our documents are keyed to insure financial independence for each spouse and then on to the inheritance of children and/or grandchildren. With complicated issues such as forced heirship and the order of succession that are peculiar to Louisiana, it is important that these issues be handled correctly.

 

GOLD KEY SERVICE. We now scan and produce certified copies of your important legal documents and include a metal USB flash drive in your Portfolio with digital versions of your documents. We can also have copies available to you anywhere you are using the Vault.

If you want to avoid probate as part of your estate planning, take a look at our Trust Portfolios which avoid probate and can include special needs and retirement concerns.

We have a flat fee for preparing your own comprehensive Estate Planning Portfolio for husband and wife that covers nearly every situation —about 90% of the people we help. Included are 2 each of: Last Will and Testament, Durable Power of Attorney, Living Will, Advanced Medical Directives, and Letters of Instruction. The price is $800.*

 

*Additional fees may apply for unusual or complicated tax or trust provisions. Trust portfolios are not included.