In Louisiana, heirs must open a Succession to acquire possession of a decedent’sestate. As you begin the process of arranging to meet with a Probate/Successions Attorney there are papers you can put together for your first meeting. Your attorney will use this list of items to properly prepare the Succession paperwork.
◊ Social Security Card
◊ Marriage License or Copy of Divorce Judgment
◊ A list of the deceased person’s child(ren)
• Date of Birth and Date of Death if child predeceased parent
• If a child not of the marriage: Acknowledgement of Paternity, Adoption Papers, or Birth Certificate
◊ Act of Sale or Deed for the deceased person’s home and any other property
◊ Appraisal of Real Estate (most recent available)
◊ Vehicle Titles (cars, trucks, boats, etc.)
◊ Bank Account Information
◊ Stocks, Bonds, Mutual Funds or Certificates of Deposit
◊ Safety Box Information
◊ Pension or Retirement Plan Information
◊ List of Funeral and Cemetery Costs
◊ List of Debts owed by deceased at time of death:
The deceased may also have a Life Insurance policy or Retirement Account. However, these items fall outside the “estate” classification. As a result, the designated beneficiary is entitled to those funds.
The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation.
This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship.
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