Our Team has a unique, personal, and proven background in estate planning, successions, and real estate and commercial consulting. That experience equips us to compassionately and effectively handle your needs.
Our Estate Planning Services
Because we take the time to get to know you and understand your unique concerns, we tailor a comprehensive estate plan specifically for you and your family. Some of the estate planning tools we offer include:
- Last Wills and Testaments and Codicils
- Financial and Healthcare Powers of Attorney
- Living Wills
- Trusts, including Special Needs Trusts
- Continuing Guardianship
Our Probate Services
Opening succession after your loved one has passed provides the formal process for confirming that the Decedent’s debts have been paid and that the Decedent’s property is correctly transferred to the rightful heirs (without a Will) or legatees (with a Will). We understand that losing a loved one is difficult. Thus, we strive to make the succession process as easy as possible, while offering compassionate support and counsel.
When we meet with you, we can determine whether a succession can go forward without administration. We also routinely review Trusts and assist in proper funding and administration of Trusts to accomplish orderly disposition of Trust assets. We work with you every step of the way, offering experience, guidance, and the best results for your situation.
Our Real Estate and Commercial Services
Our Team members have personally, and successfully, run and managed businesses and real estate endeavors. Thus, we not only have the knowledge to provide counsel related to your commercial and real estate transactions and concerns, but we intimately understand those unique concerns and appreciate the need for effective results.
We Offer Affordable, Flat-Fee Services
For the majority of our services, we offer flat-fee pricing. While our plans and services are uniquely tailored to your specific needs, we also insure that our services are affordable.
Our office is conveniently located in St. Tammany Parish, but our proximity to I-12 and the Causeway bridge, makes our location convenient for surrounding parish residents as well.