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Overview Estate Law

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Revocable Living Trust for Louisiana ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Louisiana Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Louisiana Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Louisiana Healthcare Power of AttorneyName someone to make medical decisions if you can't.Louisiana Financial Power of AttorneyName someone to manage your finances if you can't.Transfer on Death DeedTransfer real property to a beneficiary upon your death without probate. Available in 33 states and the District of Columbia.Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.Louisiana EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Louisiana Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.Affidavit of HeirshipPrepare the sworn statement of a deceased person's family history and heirs for recording in the county land records, with your state's recording instructions.Louisiana Small Estate AffidavitCollect a small estate's property without probate — the sworn affidavit presented to banks and other holders, with a presentation letter for each.Louisiana Estate InventoryPrepare the probate inventory of estate property — every asset at its date-of-death value, with your state's filing or delivery instructions.Louisiana Estate ClosingPrepare the paperwork that closes the estate — the state's closing instrument with its closing instructions, and the optional federal forms.Letter of InstructionPrepare the letter a bank or insurer requests during estate settlement, addressed to its claims department.Digital Assets Recovery LetterPrepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.

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I'm planning ahead

Louisiana Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Louisiana Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Louisiana Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Louisiana Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Louisiana Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.Louisiana Name a Guardian GuideSee how a parent names a guardian for their minor children, what weight the court gives your choice, and your options for temporary care.Louisiana Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Louisiana Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Louisiana Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Louisiana Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.Louisiana TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Louisiana Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Louisiana Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.

Someone I love died

Louisiana Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Louisiana Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Louisiana Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.Louisiana What to Do When Someone Dies ChecklistA step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.

I'm an executor

Louisiana Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Louisiana Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Louisiana Self-File Probate AssessmentFind out if you can handle probate yourself with estimated cost savings and a filing checklist.Louisiana Executor Appointment GuideSee the court, petition, bond, and documents needed to be appointed and receive your Letters.Louisiana Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Louisiana Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Louisiana Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.

I'm a trustee

Louisiana Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Louisiana Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.

I'm inheriting

Louisiana Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Louisiana Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Louisiana Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Louisiana Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Louisiana Post-Death Tax Filing GuideFind out which tax returns need to be filed after someone dies and whether tax clearance is required.

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Louisiana Agencies

Medicaid Estate Recovery Unclaimed Property Unemployment Benefits Public Pensions Vital Records

Federal Agencies

Administration for Community Living (ACL)Black Lung Benefits Program Bureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance Program Drug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer Corps Office of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance Program U.S. Copyright Office U.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of State U.S. Department of the Treasury U.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)

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Browse all Louisiana institutions

Estate Planning Estate Settlement All resources

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Overview Estate Law

Forms

Revocable Living Trust for Louisiana Residents Louisiana Last Will and Testament Louisiana Pour-Over Will Louisiana Healthcare Power of Attorney Louisiana Financial Power of Attorney Transfer on Death Deed Vehicle Transfer on Death Louisiana EIN Application Petition for Probate and Letters Notice to Creditors Louisiana Renunciation of Executor Affidavit of Heirship Louisiana Small Estate Affidavit Louisiana Estate Inventory Louisiana Estate Closing Letter of Instruction Digital Assets Recovery Letter

I'm planning ahead

Louisiana Estate Planning Cost Calculator Louisiana Revocable Living Trust Cost Calculator Louisiana Will Cost Calculator Louisiana Life Insurance Calculator Louisiana Beneficiary Designation Checker Louisiana Name a Guardian Guide Louisiana Burial & Cremation Law Guide Louisiana Signing Requirements Checker Louisiana Document Portability Checker Louisiana Trust Need Assessment Louisiana TOD Deed Assessment Louisiana Vehicle TOD Assessment Louisiana Trust or Will Decision Tool

Someone I love died

Louisiana Death Certificate Calculator Louisiana Probate Decision Tool Louisiana Estate Settlement Plan Louisiana What to Do When Someone Dies Checklist

I'm an executor

Louisiana Probate Cost Calculator Louisiana Executor Fee Calculator Louisiana Self-File Probate Assessment Louisiana Executor Appointment Guide Louisiana Creditor Claims Deadlines Louisiana Insolvent Estate Calculator Louisiana Personal Property Value Estimator

I'm a trustee

Louisiana Trustee Compensation Calculator Louisiana Trust Settlement Plan

I'm inheriting

Louisiana Who Inherits Calculator Louisiana Estate & Inheritance Tax Calculator Louisiana Inheritance Tax Guide Louisiana Step-Up Basis Calculator Louisiana Post-Death Tax Filing Guide

Louisiana Agencies

Medicaid Estate Recovery Unclaimed Property Unemployment Benefits Public Pensions Vital Records

Federal Agencies

Administration for Community Living (ACL)Black Lung Benefits Program Bureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance Program Drug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer Corps Office of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance Program U.S. Copyright Office U.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of State U.S. Department of the Treasury U.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)

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Home→Financial Institutions→Louisiana

Estate Planning and Brokerages in Louisiana

Estate planning procedures for financial institutions serving Louisiana. Find how to add beneficiaries, fund trusts, and file death claims.

State

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Category

All Categories710 Banks200 Brokerages85 Credit Unions165 Insurance Companies123 Retirement Plan Providers45 Annuity Providers36 Transfer Agents5 State Pension Systems7 Mortgage Servicers25 Student Loan Servicers13 Auto Finance Companies28 HSA Providers4 Crypto Platforms13 Credit Card Issuers17 Personal Loan Lenders11 Buy Now, Pay Later7 Credit Bureaus4

Coverage

80 institutions in Brokerages serving Louisiana

Acorns

Brokerage serving all 50 states

Acorns

Ally Invest

Brokerage serving all 50 states

Ally Invest

Alto IRA

Retirement Provider serving all 50 states

Alto IRA

American Century

Brokerage serving all 50 states

American Century

Ameriprise

Brokerage serving all 50 states

Ameriprise

Avantax

Brokerage serving all 50 states

Avantax

Baird

Brokerage serving all 50 states

Baird

Beacon Pointe

Brokerage serving all 50 states

Beacon Pointe

Betterment

Online Brokerage

Betterment

BlackRock

Brokerage serving all 50 states

BlackRock

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