Understanding the Louisiana Succession Process

If you are here to learn about the Louisiana succession process after the passing of a loved one, we first want to say that we are very sorry for your loss. We hope that the information you find on this page will simplify any legal and administrative headaches you might otherwise face during such a difficult time.

With that said, the succession process in Louisiana is a court-supervised procedure that helps to ensure the legal transfer of assets from the deceased to the rightful heirs or beneficiaries. A succession is also necessary to:

• Prove the validity of the will
• Appoint someone to manage the estate (the “administrator” if there is no will or the “executor” if there is one)
• Inventory and appraise the estate property
• Pay any debts or taxes (including estate taxes)
• Distribute the property as direct by the will—or by the state law if there is no will

In Louisiana, if someone has more than $125,000 in total assets, they will probably have to file a succession in the courts. A small succession by affidavit is possible for estates of less than $125,000 if you meet certain requirements. The Small Succession is simpler, faster and less expensive but not all successions qualify for it.

How is a Succession Opened in in Louisiana?

Although any heir or creditor can initiate probate, normally the person named in the will as the Executor starts the process by filing the original will with the court and filing a Petition. If there is no will, typically a close relative of the decedent who expects to inherit from the estate will file the Petition.

How is the Executor Chosen?

If the decedent had a will, the person named in the will as the Executor will serve, if eligible. If that person is unable or unwilling to serve as Executor, or if there is no Will, then any interested family member or person can petition the Court to be the administrator of the Estate.

Could I Be Held Personally Liable For Making a Mistake as an Executor?

Being an Executor is a big responsibility. Louisiana law contains pages upon pages of complex legal rules and procedures that an Executor must follow during the probate. Also, there are certain deadlines that an Executor must meet in filing papers with the Court. If an Executor violates any of these rules, they can be held personally liable for losses to the estate.

My loved one had a trust…will we need to go through probate?

In most cases, no. If your loved one’s assets are owned in the name of a Trust, the family can contact a lawyer who will complete some paperwork and guide the loved ones through the process with ease without the need for court involvement.

Unfortunately, many people who have a Trust think they have it all taken care of. But time and again, family members’ of a recently passed loved one come into my office and they find out they are facing the frustration, expense and delay of a probate, even though the person they loved had a trust.

Why is that?

Often the Trust was prepared many years ago and was never updated; and often, their loved ones’ assets were not owned in the name of their Trust. That is why it is so very important that you carefully choose your estate planning attorney and have regular reviews of your plan and assets so the planning you do now works as planned later.

It’s why we do things so much differently than most other lawyers and law firms, here at Progeny Law Firm.

What Assets are Included in the Succession?

Assets owned solely in the name of the deceased person are subject to probate. Assets that pass by means of a beneficiary designation, such as life insurance or some retirement accounts, are also not subject to probate. In some situations, however, assets that would otherwise pass by title or beneficiary designation can be subject to the probate process. Talk to an attorney if you have questions about your specific situation.

How is Distribution of the Estate Handled if there is no Will?

If there is no will or trust, the estate will pass to your heirs according to Louisiana’s laws of intestacy. Different rules apply depending on whether the decedent was married or had children, and whether the property inherited was community property or separate property. 

How long does a Succession take?

The length of time will depend on several factors. It usually takes a minimum of 3 months and can take up to two years or even longer for complex cases.

Getting Help: Choosing The Right Attorney For Your Probate Case

The best way to ensure your probate is done right is to choose your attorney wisely. Do not assume that all attorneys are the same! Too many lawyers only “dabble” in probate or trusts. Don’t choose a lawyer who does probate as a sideline because these lawyers often blunder causing real problems for their client and their cases often take longer than those handled by experienced probate lawyers.

You don’t have to use the attorney who prepared the will either! Just because a particular attorney prepared the Will, this does not mean that attorney must handle the probate, nor are they necessarily the right person for the job. You need to be comfortable with the attorney and confident that they are the right attorney for you. Choosing your probate or trust lawyer is one of the most important decisions you will make. If you put in the time and effort to find the right lawyer, you will be rewarded with a skillful guide who will help you navigate the probate process.

Contact Us For A Complimentary Consultation 

If you’re ready to get started with the succession process after the death of a loved one, please contact our office at 225.465-1090 or use this link to schedule a complimentary 15-minute consultation to help determine your next best steps. We are here in service to making this all as easy as possible on you.

During this appointment, we will answer all of your questions about probate and guide you and your family through the next best steps. We are committed to helping you administer your loved one’s estate as quickly and efficiently as possible, and look forward to relieving any administrative or legal burdens you may face during this time of loss. Just choose a time on our calendar below.