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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 navigating the loss of a loved one

What's included?

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Assistance with successions:

  • Initial discovery/consultation
  • Heir & beneficiary support
  • Ensuring proper disbursement of inheritance to beneficiaries
  • Working in collaboration with tax professionals and estate attorneys
  • Fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
  • Assistance in managing ongoing assets
  • Overseeing investment management of trusts
  • Concierge client services & unlimited email support
  • Providing pre-death estate planning consultations to minimize future complexities

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

estate & succession services as an employee benefit

What's included?

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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, reducing stress and increasing productivity.
  • Succession Management Expertise: Expert financial advice on successions and the proper transfer of wealth in collaboration with tax and legal professionals. Personalized consultations to address individual financial concerns.
  • Concierge client services & email support

Succession services simplify a stressful process allowing our clients the time and space 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