more CONFIDENCE

Trusted in Estate Planning
since 1989

Our board-certified, experienced New Orleans estate planning attorneys are here to help you safeguard your legacy through a step-by-step approach, from basic wills to complex successions and tax planning.

Estate Planning Attorneys
in New Orleans, Louisiana

LEADING NEW ORLEANS ESTATE PLANNING ATTORNEYS

With offices on both the Southshore and the Northshore, Chehardy Sherman Williams advises and represents clients throughout Southeast Louisiana — from individuals and families to family-owned and privately held businesses.

Our estate planning lawyers specialize in the entire estate planning process, from the initial planning interview to the final stages of estate administration. We pride ourselves on our commitment to understanding each client’s unique circumstances and offering tailored solutions that ensure peace of mind and financial security for future generations.

ESTATE PLANNING SPECIALTIES

At Chehardy Sherman Williams, our team of dedicated attorneys is well-equipped to guide you through the complexities of estate planning and related areas. Our expertise encompasses a broad range of services designed to secure your legacy and ensure your wishes are honored.

Our estate planning specialties include:

  • Asset management: We provide strategic advice on managing and protecting your assets for the future, ensuring they are distributed according to your wishes.
  • Donations: Our team can assist with the legalities of passing on your assets as charitable donations, helping you contribute to causes most important to you.
  • Elder law: Specializing in the needs of older clients, we offer guidance on issues such as healthcare, guardianship, retirement, and long-term care planning.
  • Wills and estate planning: We draft and review wills, helping you to clearly articulate your decisions about the distribution of your estate.
  • Succession and estate administration: Our attorneys navigate the complexities of estate administration, ensuring a smooth transition of assets to beneficiaries.
  • Estate and trust litigation: We represent clients in disputes over the validity of wills, the management of trusts, and the distribution of estate assets.
  • Retirement planning: Our services include advice on retirement accounts, pensions, and other retirement planning tools to secure your financial future.
  •  Taxation: We offer expertise in estate, gift, and income tax planning, helping you minimize tax liabilities for yourself and your beneficiaries.
  • Trusts: Our estate planning lawyers assist with the creation, management, and administration of trusts, a vital tool for asset protection and estate planning.
  • Powers of attorney: We prepare powers of attorney documents, allowing you to appoint someone to manage your affairs if you become unable to do so.
  • Living wills: Also known as an advance healthcare directive, a living will outlines your wishes regarding medical treatment in the event you can no longer express your decisions.

NEW ORLEANS ESTATE PLANNING FAQS

WHAT HAPPENS DURING MY ESTATE PLANNING CONSULTATION?

During your estate planning consultation, our attorneys will review your financial situation, discuss your goals, and address concerns about the future management of your assets and care. This includes understanding your family dynamics, identifying potential heirs, and discussing options for trusts, wills, powers of attorney, and healthcare directives. The goal is to craft a personalized estate plan that aligns with your wishes, protects your assets, and provides for your loved ones.

This initial meeting sets the foundation for developing a comprehensive estate plan customized to your unique needs and circumstances.

WHAT IS THE DIFFERENCE BETWEEN ESTATE PLANNING AND CREATING A WILL?

Estate planning is a comprehensive process that includes creating a will, but it also involves setting up trusts, healthcare directives, powers of attorney, and strategies for minimizing taxes and legal fees. This process is about ensuring your assets are distributed according to your wishes and that your loved ones are cared for in your absence.

HOW OFTEN SHOULD I UPDATE MY ESTATE PLAN?

It is advisable to review and possibly update your estate plan every 3-5 years or sooner if there are significant changes in your life, such as marriage, divorce, the birth of a child, a major purchase like a house, or receiving an inheritance. Laws related to estate planning can also change, which may necessitate updates to your plan. Our estate planning attorneys in New Orleans will review a timeline for updating your estate plan with you in detail, ensuring you are informed of all best practices.

WHY CHEHARDY SHERMAN WILLIAMS

Investing in thoughtful estate planning is one of the most generous gifts you can leave your loved ones.

Our New Orleans estate planning attorneys are committed to easing you through this process with confidentiality and personal care. We vow to provide alternative, compassionate counsel that is straightforward, candid, and easy to understand. We are routinely recognized as leaders in the legal field, earning renowned awards, such as:

When you need trust, experience, and skill in your estate plan, you need the attorneys at Chehardy Sherman Williams.

YOUR SOUTHEAST LOUISIANA LAW FIRM

Safeguard your future and that of your loved ones with ease.

Our estate planning attorneys, serving the communities of New Orleans, Metairie, and the Northshore, specialize in creating customized strategies that align with your specific goals and situation. We are here to accommodate all your requests, large or small, for your utmost peace of mind.

Take a step towards a meticulously planned legacy. Contact us for a consultation that prioritizes your assets, intentions, and your family’s well-being.

FIRM NEWS UPDATES

Chehardy Sherman Williams logomark overlaying photo of galleria building
Succession Procedure

Succession Procedure

When an individual dies, the transfer of his property to his heirs is referred to in Louisiana as his “succession.” While many individuals and attorneys alike tend to complicate this procedure, it actually is quite simple.
scale of justice statuette in foreground; person reviewing document in background
Independent Administration of Estates

Independent Administration of Estates

The Louisiana Legislature passed a statute which became effective on August 15, 2001 dealing with the “Independent Administration” of Louisiana successions. The statute allows the executor or administrator of an estate to handle all of the matters of the succession without the necessity of obtaining court authority. This eliminates the necessity of running advertisements in …

Independent Administration of Estates Read More »

a house glowing with light at sunset
Property Taxes Can Be Expensive But Time to Appeal May Be Limited

Property Taxes Can Be Expensive But Time to Appeal May Be Limited

Many businesses, even individuals, don’t think about their property tax liability until the tax bill comes in the mail; and then it may be too late to do anything about it even if it is out of line. Your property tax bill – whether it is for real property, like land and buildings, or for …

Property Taxes Can Be Expensive But Time to Appeal May Be Limited Read More »

“I FEEL MORE CONFIDENT ABOUT MY FUTURE BECAUSE OF THEIR TEAM.”

COMMITTED.

More Responsive

Watch Video