Getting Started

A well-crafted plan needs to do more than just protect your assets. It must also accurately reflect your desires, protect your family members, and account for your unique situation.

To ensure your plan effectively addresses all of your needs and reflects your desires, we like to gather as much information about you as possible very early in the process. The more information you can supply ahead of our visit, the more productive our meeting should be.

To make the most effective use of your consultation time, please complete the Consultation Form (below) and furnish it to us. Do not worry if you cannot answer every question; just do the best you can. If necessary, we can get more information at a later time. All information is held in strict confidence.

Once you have reviewed it, please call (225) 298-0011 and ask for Tracy Rome, our Client Services Coordinator.  She will schedule your estate planning consultation and answer questions you may have about the process.

Your estate planning fees will vary depending on the complexity of your goals and wishes.  The general range is from $1,500 to $15,000 for advanced planning.  The attached schedule will give you some idea of the levels of planning available.  All fees are quoted on a flat fee basis.  After we meet, I will make recommendations and quote you a flat fee.  You will not be charged hourly rates for phone calls, emails, copies or the like.