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Best Estate Planning Attorneys in Baton Rouge

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Balfour Emonet logo
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Balfour Emonet

318 St. Charles Street, Baton Rouge, LA 70802
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  • Wills

Business Description

Balfour Emonet is a Baton Rouge-based multidisciplinary legal practice. The firm provides estate planning services, helping clients create wills that enable them to plan for personal matters, leave property to specified beneficiaries, and appoint guardians for minor children. The firm also assists with the succession process if clients' loved ones die intestate. Kelly Balfour and Scott Emonet have been practicing law for 15 years. They also handle personal injury, family law, criminal defense, and hurricane insurance claims.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Google
4.5 / 5 (21)
Facebook
4.6 / 5 (18)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
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Carleton Loraso & Hebert, LLC logo
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Carleton Loraso & Hebert, LLC

Baton Rouge, LA 70802
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Business Description

Carleton Loraso & Hebert, LLC is a Baton Rouge, Louisiana-based law firm with decades of combined legal experience. Their practice areas include business and commercial law, outsourcing general counsel, products liability and premises liability, construction law, environmental law, wills and estate planning, and more. The firm has proudly been recognized as Super Lawyers.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
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Detail
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Field Law, LLC logo
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Field Law, LLC

Baton Rouge, LA 70808
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Business Description

Field Law, LLC in Baton Rouge, Louisiana is an estate planning and successions law center. Their areas of practice include successions and probate, wills and estate planning, healthcare mandates, financial and property mandates, small business planning, property transfers, trusts, and asset protection. The firm offers a free consultation to any prospective clients in need of legal assistance.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Kadair Law Firm, LLC logo
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Kadair Law Firm, LLC

Baton Rouge, LA 70810
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Business Description

Kadair Law Firm, LLC of Baton Rouge, Louisiana has over 20 years of law experience and specialize in areas that include trusts, estate planning, and probate. The firm also assists the elderly with all types of estate and incapacity planning and they use diverse and tailored approaches in order to bring positive results to their clients.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Google
4.5 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Legacy Center of Louisiana, LLC logo
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Legacy Center of Louisiana, LLC

Prairieville, LA 70769
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Business Description

Legacy Center of Louisiana, LLC is a Prairieville, Louisiana-based law firm serving the counties of Baton Rouge, Prairieville, all Louisiana parishes, and the neighboring cities. Their areas of practice include estate planning and administration, Medicaid planning, VA benefits planning, successions and probate, and estate planning consultation. They are a member of Baton Rouge Bar Association, Life Care Planning Law Firms Association, and Elder Counsel, among others.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Leger Law Group, LLC logo
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Leger Law Group, LLC

8680 Bluebonnet Blvd Ste F, Baton Rouge, LA 70810
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Business Description

Leger Law Group, LLC serves the community of Baton Rouge, Louisiana and its surrounding areas. Some of their practice areas include estate planning, elder law and long-term care planning, probate, real estate, special needs planning, and family law. The firm offers a free consultation and has been a recipient of the 2015 10 Best Client Satisfaction Award by the American Institute of Family Law Attorneys.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Google
4.8 / 5 (21)
Facebook
5.0 / 5 (15)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Long Law Firm, LLP logo
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Long Law Firm, LLP

Baton Rouge, LA 70809
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Business Description

Long Law Firm, LLP has law offices that are located in both Baton Rouge, Louisiana and Washington, D.C. Established in 1988, some of their areas of practice include appellate litigation, business structure and transactions, commercial lending and debt collection, corporate litigation, design and construction, and more. Their attorneys have decades of experience in defending clients.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (12)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Peter P. Barrios, APAC logo
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Peter P. Barrios, APAC

Baton Rouge, LA 70809
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Business Description

Peter P. Barrios, APAC is a certified public accounting firm that is located in Baton Rouge, Louisiana. Some of the services they provide include services for individuals, business services, tax services, and QuickBooks services. Their services for individuals include personal financial planning, estate planning, and elder care. Peter P. Barrios, APAC can help with living wills and trusts, lifetime family wealth transfers, family partnerships and other business relationships, leaving money to charities, and preparation for estate and trust tax problems. The firm offers a free consultation.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

What does an estate planning attorney do?

An estate consists of the total assets that form an individual’s net worth, no matter how large or small. Estate planning attorneys use their in-depth knowledge of state and federal laws to help people best manage what will happen with their estates after they die or become incapacitated. Estate planning attorneys can prepare wills, form trusts, reduce estate tax burdens, and decrease or eliminate the need for probate court.

What are valuable estate planning services an attorney can provide?

With the many intricacies of assets, taxes, and state and federal laws that can affect a person’s estate, an estate planning lawyer can be a valuable professional asset, no matter how large or small a person’s estate may be. An estate planning attorney can:

  • Create a comprehensive plan to protect a client's legacy, that includes a will, power of attorney, trusts, life insurance, and advanced medical directives
  • Optimize an estate plan as tax laws, life events, assets, and goals change over time
  • Protect a client’s loved ones by preventing assets from entering probate
  • Help clients designate a person to make important health decisions for them if they become incapacitated

Can estate planning attorneys help create trusts/wills?

Estate planning attorneys can create trusts and wills. Through a will, an attorney can help a client designate their estate’s beneficiaries and assign an executor to represent the will in probate court. These attorneys can also create trusts, allowing a client to assign a trustee to oversee the estate, potentially avoiding probate court and holding assets to be distributed over time.

Is estate planning the same as drafting a will?

While both estate plans and wills officially document how their owners wish to allocate certain assets after their death, there are key differences. In estate planning, a will is often just one of several documents that form a comprehensive plan. In a will, people must designate a person responsible for executing their will after their death. The will can include guardians for their children when they die and beneficiaries to receive an inheritance of money, property, and other assets.

What are the steps involved in estate planning?

To create a thorough and effective estate plan, individuals should follow these steps:

  • Prepare a will that designates an estate executor; indicate who will receive what assets, and assign a trust and guardians for any children. Consider using an attorney if the will is in any way complex.
  • To avoid probate, have an attorney create a revocable living trust.
  • Assign beneficiaries to other assets, such as life insurance policies, retirement plans, and securities.
  • Use an attorney to prepare a living will, name a health care proxy, and create a HIPAA release form.
  • Update the plan every five years.

How long does the estate planning process last?

The length of the process can vary greatly depending on the size and complexity of the estate, the specific law office, and whether there’s an emergency or urgent need. If you’re using an attorney, you can generally expect it to take one to five weeks. You may be able to speed up the process by immediately providing your attorney with any bank statements or other documents they need.

What is a trust?

A trust is an agreement between a grantor, a trustee, and a beneficiary. In this agreement, the grantor allocates funds or real property assets to the trustee to be held either until the grantor passes away or until a specific, agreed-upon date. At that point, it's the responsibility of the trustee to distribute funds or property to the beneficiary or beneficiaries. While there are similarities between a will and a trust, a will is a more comprehensive document that typically requires probate court, while a trust allows assets to pass to the beneficiary without probate.

How does a trust fund work?

When opening a trust fund, a grantor allocates a trustee to oversee and manage assets in the account. This trustee can sometimes be a relative, an estate lawyer, or a bank that acts as the legal owner of the trust. While holding assets, the trustee is required to file taxes on trust assets.

How does a living trust work?

A living trust enables a grantor to manage their assets through a trustee while still alive. They can continually add funds and/or property to their trust fund by transferring them to the trustee, who accepts ownership of everything held in the fund. The grantor can name a beneficiary for their trust, and their assets will be automatically transferred to that person or establishment upon their death.

Do I need a lawyer for a will?

No, a lawyer is not required to draft or complete a will. However, there are some scenarios in which hiring an estate lawyer to assist with a will is a good idea, including when children or high-value assets are involved. Additionally, an estate lawyer can help to reduce probate fees and taxes paid by loved ones after a person dies. It's also best to work with a professional to ensure that the will addresses everything necessary, such as funeral plans, guardianship, and asset distribution.

Can you have both a will and a living trust?

Yes, and individuals who have a living trust should also have a will. While a living trust enables a person to leave funds and assets to a loved one when they're gone, a will is required to cover any assets that aren't included in the trust, such as guardianship of dependents, funeral plans, and forgiveness of outstanding debts, if applicable.

How much does it cost to set up a trust?

The cost of setting up a trust varies quite a bit depending on a variety of factors, including terms that are in place, special provisions for minor beneficiaries, and trustees' basic fees. In most cases, the minimum cost of setting up a trust is about $1,500, but depending on the factors mentioned above, this cost can increase by thousands of dollars.

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