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Succession Process in Louisiana
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Succession Process in Louisiana

Learn our efficient Louisiana Succession Process - a comprehensive roadmap to manage estate transfer, tax compliance, and post-succession safekeeping.
1
Confirm death and location of deceased person
2
Obtain death certificate
3
Identify the executor or administrator of the estate
4
Identify the heirs of the deceased person
5
Completion of Affidavit of Small Succession
6
Gather necessary documents (will, titles, deeds, financial statements)
7
Inventory property and assets of the estate
8
Obtain estate tax identification number
9
Set up estate bank account
10
Approval: Executor on estate bank account
11
File necessary court documents for probate or succession process
12
Get property appraised
13
Clear any debts or taxes owed by the deceased person
14
Distribute remaining assets to the heirs
15
Filing of final accounting with the court
16
File final individual and estate tax returns
17
Procure court order officially closing the succession
18
Safe storage of important documents and records related to the succession process