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Estate planning & successions

Private Wealth Management New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

organizing your estate plan 

Simplifying the complex process of creating a comprehensive estate plan by providing clients with a streamlined, user-friendly platform and essential documents like revocable trusts, wills, power of attorney, and healthcare directives, ensuring that you can easily secure your assets and protect your family.

What's included?

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includEs:

  • Tailored estate plan design that suits your personal estate planning needs
  • Will-Based Estate Plans
  • Trust-Based Estate Plans
  • Power of Attorney, included
  • Health Care Directive, included
  • Share Your Plan: Leave a legacy, not a mess, by easily sharing your estate plans with family, friends, and advisors.
  • On demand fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
  • Concierge client services and ongoing support to ensure compliance and best practices
  • For more complex estate planning needs, feel free to reach out with any additional questions

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A young Asian woman with rhinestones on her face looks at the camera while holding her hands to her head. New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

assistance managing Successions

Strategic financial guidance when managing the loss of a loved one

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Assistance with successions:

  • Initial discovery/consultation
  • Heir & beneficiary support
  • Providing clear communication to heirs regarding the estate settlement process
  • Ensuring proper disbursement of inheritance to beneficiaries
  • Addressing any concerns or disputes among beneficiaries
  • Working in collaboration with tax professionals and estate attorneys in managing income taxes for the estate and beneficiaries
  • Providing guidance on capital gains, estate, and inheritance tax implications
  • Fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
  • Managing ongoing assets, including real estate and business interests
  • Assistance in liquidating or transferring assets in accordance with the estate plan
  • Administering any trusts established by the deceased, including ongoing management and disbursements
  • Ensuring compliance with the trust’s terms and legal requirements
  • Coordinating with any existing trustees to oversee asset management
  • Concierge client services & unlimited email support
  • Providing pre-death estate planning consultations to minimize future complexities
  • Offering financial planning guidance to help heirs manage inherited wealth

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Hourly/ Project-based Consulting New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

estate & succession services as an employee benefit

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Financial Security and Peace of Mind for Employees

  • Comprehensive Estate Planning Support: Employees can access professional assistance to create wills, trusts, powers of attorney, and healthcare directives, ensuring that their assets and loved ones are protected. This leads to greater financial security for employees, which reduces stress and increases productivity.
  • Succession Management Expertise: Employees who hold complex assets can benefit from expert advice on successions and the proper transfer of wealth. This is particularly valuable for key employees with substantial financial holdings.
  • Personalized consultations to address individual financial concerns
  • Resources that help employees take proactive steps toward financial security
  • Concierge client services & email support

Estate planning and succession services simplify what can be an overwhelming and stressful process for your employees. In the event of a family death or illness, estate and succession services help employees manage administrative burdens and the potential complexities of inheritance and asset distribution, easing emotional strain and allowing them to focus on personal recovery and well-being.

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Explore benefits of certified financial planning now. 

Contact
Contact for a Complimentary Initial Discovery Call New Orleans, LA deMAURIAC Financial Consulting & Wealth Management