Louisiana successions are court proceedings. Accordingly, they are matters of public record, and members of the public may access possibly sensitive succession court documents.
Why Succession Privacy May Be Important
Privacy isn’t a concern for all Louisiana families. However, some families may be worried about privacy, particularly if:
- Your loved one was a private person. The thought of other people seeing detailed information about their financial assets and liabilities may have horrified your loved one. Therefore, you may want to prevent that from happening.
- The succession estate may include significant assets. The succession document will list these assets and include the name and address of the person who inherited them.
- The succession estate may include significant debts. This information may be embarrassing and potentially damaging to personal or business reputations.
- You are worried about identity theft. The succession documents could give potential identity thieves access to sensitive information.
Talk to a Succession Lawyer About Privacy Possibilities
Once your loved one dies, it is too late to go back and change estate planning strategies to avoid succession. However, you have other options available to you that could protect your family’s privacy. Your lawyer will review your succession options with you. Additionally, your lawyer may advise you to seal the Detailed Descriptive List of Assets and Liabilities in your succession case. While the Detailed Descriptive List of Assets and Liabilities cannot be kept from the surviving spouse and certain heirs, it may prevent others from viewing and possibly misusing this sensitive information.
You have a lot of decisions to make after a loved one dies. Our Louisiana succession attorneys help hundreds of Louisiana families make these difficult decisions each year. We are ready to review all of your succession options with you and help you make the right choices for your family. Please call us or fill out our online contact form today to learn more about how we can help you handle your succession concerns.