Disclaimer: This article provides general information and is not legal advice. Consult a qualified attorney for guidance specific to your circumstances.
Detailed Answer
When you begin administering an estate in Louisiana, you act as the personal representative. Gathering key documents and certificates early helps you meet court deadlines and settle assets efficiently. Below is a list of essential items.
1. Certified Death Certificates
Obtain at least five certified copies from the Office of Public Health. You need one for the probate court and multiple copies to transfer bank accounts, insurance policies, and title registrations.
2. Original Will and Codicils
If the decedent left a will or codicils, locate the original documents. File them with the probate court when you submit your petition. Without a will, you will follow Louisiana’s intestate succession rules under La. Civ. Code arts. 888–902.
3. Petition for Probate
Prepare and file a petition with the probate court in the parish where the decedent resided. See La. R.S. 9:2221 for petition requirements.
4. Inventory of Assets and Liabilities
Within 90 days of appointment, file an inventory of all the estate’s assets and liabilities as required by La. R.S. 9:2301. Include bank statements, property deeds, vehicle titles, retirement account statements, and life insurance policies.
5. Asset Documentation
- Real estate deeds and property appraisal.
- Vehicle titles and registration.
- Bank and investment account statements.
- Life insurance policies and beneficiary designations.
- Business ownership documents and stock certificates.
6. Family Records
- Marriage certificate to verify surviving spouse status.
- Birth certificates of minor heirs.
- Divorce decrees to identify prior spousal rights.
- Social Security numbers to complete tax filings.
7. Tax Records
Gather the decedent’s prior federal and state income tax returns. You may need to file a final return and estate tax return. Consult the Louisiana Department of Revenue for guidance.
Helpful Hints
- Request extra certified death certificates—most agencies require their own copy.
- Keep a secure folder or digital file with all estate documents.
- Note court deadlines early to avoid penalties.
- Contact financial institutions to learn their procedures for estate accounts.
- Consult a Louisiana attorney if you encounter complex assets or disputes.