Tools to help with a deceptively complicated area of your practice

If you are like many attorneys, you created basic estate documents for clients years ago, and when you consider the inevitable call, it worries you. Even if you shifted the burden to the client, will you be prepared to handle the outcome, or will you be stuck making excuses to the family about the plans? Or, will you take action steps to properly serve your clients and families by bringing more clarity and resources to help them along the way? Legacy Louisiana is your platform to help reduce risk with your former, current, and future estate planning relationships.

Scheduled maintenance and reviews can significantly increase the success rate of any estate plan and largely helps to avoid the trouble that may come with outdated plans. With Legacy Louisiana, your clients are on a systematic and reasonable quarterly fee for your services, which means you get compensated with consistency. We help provide the resources to communicate, contract, and revive old client files, as well as service the new.