
Our services - Estate planning
-
WILLS
A legally valid Louisiana will ensures your property goes where you choose—not the state. We help you navigate unique state rules like forced heirship and usufruct rights. Gain peace of mind knowing your wishes are clearly documented and legally sound.
We take the time to understand your goals, concerns, and family dynamics to create a will that reflects your wishes accurately. From choosing executors and guardians to outlining asset distribution and addressing special considerations, we provide comprehensive guidance at every step of the process. We stay updated on the latest regulations and best practices to ensure your will complies with all Louisiana legal requirements.
-
TRUSTS
Trusts are a powerful way to manage and protect your assets—both during your lifetime and after. At Southern Bayou Legacy, we help clients establish testamentary (created by a will) or living trusts designed to meet their specific goals…whether that’s avoiding probate, minimizing taxes, or protecting loved ones. Our team ‘s focus is to ensure that each trust is properly structured, funded, and administered for long-term peace of mind.
No two families are alike, and your trust should reflect your unique circumstances. Whether you're planning for a child with special needs, managing complex financial holdings, or including charitable giving in your legacy, we’ll guide you toward the right trust solution whether it be revocable or irrevocable. We’ll recommend the best options based on your goals and help you put a solid, legally sound plan in place.
-
POWERS OF ATTORNEY
Empower yourself and protect your future with a power of attorney from Southern Bayou Legacy. A power of attorney is a crucial legal document that grants someone you trust the authority to make financial and legal decisions on your behalf, even if you become incapacitated. Whether you’re planning for the unexpected or navigating the complexities of aging, having a power of attorney in place ensures that your affairs are managed by someone you designate and trust. We ensure your POA includes the right powers to protect your finances, property, and peace of mind under Louisiana law. Don't rely on a generic form—get it done right the first time.
-
Health Care Directives
Healthcare proxies or Medical Powers of Attorney designate trusted individuals to make medical decisions on your behalf if you are unable to do so. This document not only provides peace of mind for yourself but also ensures that your healthcare preferences are followed and your medical treatment aligns with your wishes. Whether you’re facing a sudden medical emergency or dealing with a prolonged illness, having a healthcare proxy in place allows you to appoint someone you trust to advocate for your best interests and make informed decisions about your care.
-
LIVING WILL DIRECTIVES
In Louisiana, a Living Will—also called a Declaration—lets you state your wishes about life-sustaining treatment if you're diagnosed with a terminal and irreversible condition and can no longer communicate. It allows you to accept or refuse interventions like ventilators, feeding tubes, or resuscitation, ensuring your medical care aligns with your values even if you're unable to speak for yourself.
It applies only in specific end-of-life situations—not general incapacity—and can be paired with a Medical Power of Attorney for more comprehensive protection. Creating a Living Will in advance gives your loved ones clarity and peace of mind during difficult medical decisions.
-
HIPAA Authorizations
In Louisiana, a HIPAA Authorization allows you to legally grant someone access to your private medical information. This is essential if you want a spouse, child, caregiver, or trusted friend to speak with your doctors, view your medical records, or help manage health insurance and billing matters. It’s commonly paired with Healthcare Directives so that your chosen agent can both access your records and make informed decisions on your behalf if you're incapacitated.
There are specific requirements that must be followed in order to be valid under federal HIPAA rules and Louisiana laws. A properly executed HIPAA Authorization ensures that your privacy rights are respected while giving your loved ones the ability to advocate for your care when it matters most.
-
DISPOSITION OF REMAINS
In Louisiana, a Disposition of Remains Declaration lets you legally state who should handle your funeral and burial or cremation arrangements after your death. It gives you control over how your body is treated and allows you to appoint someone you trust to carry out your final wishes.
Without it, decisions may fall to next of kin by legal default, which can lead to confusion or disputes. By clearly documenting your preferences, you spare your loved ones from uncertainty and ensure your end-of-life wishes are respected.