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Questions Answered by Christie Tournet
1 Answer | Asked in Estate Planning, Family Law, Banking and Probate for Louisiana on
Q: Why is the bank stalling on releasing my husband's checking account after we delivered the certified small estafe affida

We did everything by the book step by step it was accepted signed and sealed by the court that my 2 step sons and myself are the only true heirs. They still won't discuss anything about the account whats going on the process nothing. When we inquire we are ignored and they won't return our calls q

Christie Tournet
Christie Tournet
answered on Dec 11, 2023

You mention a "small estate affidavit," which, in Louisiana is not "signed and sealed" by the court. So, I am not sure how you all proceeded, but if you had an attorney assist with the succession process, then, please, reach out to that attorney to send a notice of... View More

1 Answer | Asked in Probate for Louisiana on
Q: If a parent dies in Louisiana without a will, is their children responsible for medical bills?

My parent died last year, from what I’ve read me and my sibling inherited 50% of their community property per Louisiana law. Are we required to pay off the deceased parents medical bills and taxes on their property? There was no will, and our step parent was sole beneficiary on life insurance and... View More

Christie Tournet
Christie Tournet
answered on Jun 23, 2023

If you accept a succession's assets, then, you must also accept any related, valid debts. Now, you may be able to negotiate unsecured debts, like medical expenses and credit cards, down, but items like mortgages and taxes will have to be paid in full. If there was no Last Will, and your... View More

2 Answers | Asked in Probate for Louisiana on
Q: My father passed August of last year, and I don't have any of his account info. How would I go about finding his estate?

I know he had a 401k through Shell, I contacted them and was told they already sent what was in it to his estate. My aunt and uncle have the info for all his accounts but will not release it to me because they're trying to make me make them administrators so they can take my inheritance. What... View More

Christie Tournet
Christie Tournet
answered on Jun 21, 2023

You will need to find out if succession has been opened. If there is no Will, then, it really is a race to the courthouse for who first applies for the position, and if any objection is lodged. If your father had a Last Will, it is possible that others could be beneficiaries, but without a Last... View More

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1 Answer | Asked in Real Estate Law and Probate for Louisiana on
Q: My brother passed away earlier this year. He had property that would have gone to his unmarried son.

The son never did succession and has now passed. Who would the property belong to? Would succession have to be done on my nephew if he didn’t have any possessions? Neither had a Will so I am depending on succession laws of Louisiana. There are no debts associated. It is a clear title.

Christie Tournet
Christie Tournet
answered on May 5, 2023

If the son was alive, when his father passed, then, the son is the rightful owner, by LA intestacy law (no Will) as to his father's property. But, if the son has now also passed, then, you have to look at whether the son had children of his own, any other sibling, or descendants from those... View More

1 Answer | Asked in Estate Planning and Real Estate Law for Louisiana on
Q: Does a usufruct have the right to sell or remove furniture or outdoor buildings from the house he has usufruct of.

My step fathers children are removing furniture and outdoor buildings from a house we inherited from our mom. My step father has usufruct of her house.

Christie Tournet
Christie Tournet
answered on Mar 23, 2023

It depends. You will need to look at the Will, if any, terms and the end Judgment. A legal usufruct may be provided to the surviving spouse as to all former community property - both movable and immovable. But, as to the outdoor building, I am not sure, based on limited info, if that would be... View More

3 Answers | Asked in Estate Planning, Real Estate Law, Military Law and Social Security for Louisiana on
Q: Need ask for assistance preparing a will
Christie Tournet
Christie Tournet
answered on Feb 24, 2023

Louisiana only permits 2 types of Last Wills: a handwritten will which is valid, if all form requirements are met (Testator's own handwriting, dated, and signed), or a notarial Will, which when all form requirements are met is "self-proving." Handwritten wills are not self proving,... View More

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2 Answers | Asked in Estate Planning and Real Estate Law for Louisiana on
Q: How to leave a home with no deed to a grandchild in Louisiana.

The home owners built their home with cash and the home has never had a mortgage. Therefore there has never been a deed recorded on the home. They wish to leave the home and adjacent buildings to a specific grandchild. How do they go about this?

Christie Tournet
Christie Tournet
answered on Jan 19, 2023

There has to be a deed as to the underlying land. Did the grandparents purchase the land? If so, the improvements/the house belong to the landowner. A good way to confirm owner is to go to the tax assessor website and see who receives the tax bill. The landowner can gift the land and home by a... View More

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2 Answers | Asked in Estate Planning and Probate for Louisiana on
Q: My mother left me a small house in her will. She has no other property. How do I get the house in my name?

I just need to know the steps I need to take. I do not live in LA and have to go back to TX Friday.

Christie Tournet
Christie Tournet
answered on Sep 28, 2022

If the house value is under $125k, and the Will leaves the house to you, in the same manner that intestacy law would apply - meaning, there are no other children that would inherit, then, you may be able to proceed with the small succession affidavit through an attorney. If the value of the home... View More

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1 Answer | Asked in Probate for Louisiana on
Q: My granddad’s property is still in his name but he and my dad have died. What is needed to transfer property to heirs?

Both Dad and Grandad died in Florida. The property is in Louisiana. There is an executor for the estate but they haven’t pursued addressing the property in LA since it is believed it will be the property of the two sons. The Executor is currently maintaining the land (empty lot). Both sons... View More

Christie Tournet
Christie Tournet
answered on Jun 2, 2020

You all can open what is called an ancillary succession here in Louisiana, if the Executor has only been appointed in Florida. How the land will be transferred depends upon how the land was titled, if there was a Will or not, and who the intestate heirs are. If the ancillary succession has been... View More

1 Answer | Asked in Estate Planning for Louisiana on
Q: Land in grandma name. Dad only living child. His home on property also. Wants me to inherit property. Next step?

Father inherited property from his mom. They both have homes on the property. He wants me to inherit bc I'm more responsible than my siblings. He and I pay the property tax and anything associated with the property. I also have a first cousin who feels she's entitled to all of it, even... View More

Christie Tournet
Christie Tournet
answered on Jun 2, 2020

Your father, as an heir, needs to open succession. If there is no Will, and your father is the only child, then, he may inherit. However, if there were other children that predeceased, then, their children may also have a right to inherit. You need to further discuss these specific circumstances... View More

1 Answer | Asked in Land Use & Zoning for Louisiana on
Q: Can I include in my last will and testament, that the property being bequeath not be sold
Christie Tournet
Christie Tournet
answered on Oct 23, 2019

The only way to "control from the grave" and proscribe a beneficiary from selling/doing as they wish with a bequest, is via sanctioned restrictions: either divide ownership among usufruct and naked ownership, or it has to be put in a Trust. Best of luck.

1 Answer | Asked in Estate Planning for Louisiana on
Q: I gave my sister ownership of our parent's home years ago. Since then I have moved into the home with her

Her son is presently the sole heir. Can my sister name me as the heir to the property in her will and if the will is executed properly (in Louisiana) can I then inherit the home?

Christie Tournet
Christie Tournet
answered on Oct 4, 2019

Technically, yes. With a Will, you can, generally, name anyone as a beneficiary to your estate. There are 2 execptions to that general rule. One, if the property is community property, each spouse can only gift his/her half share of the asset. And, the second exception applies to forced heirs.... View More

1 Answer | Asked in Estate Planning for Louisiana on
Q: husband lost his parental rights around 8 years ago, 1 of the children was adopted, are they heirs to his estate?

oldest is 23 yoa, other that was adopted is 18 yoa

the will is signed but unfortunately he passed before getting it notarized but his mother was there when the will was discussed and knows what he wanted because they discussed it

Christie Tournet
Christie Tournet
answered on Oct 3, 2019

Under Louisiana law, an adopted child can inherit both from the natural and the adopted parents. Also, unfortunately, there are only 2 valid will forms - a handwritten or notarial will. So, if the notarial will was not fully executed/notarized, then, it will not be considered valid and the estate... View More

1 Answer | Asked in Estate Planning and Probate for Louisiana on
Q: Louisiana probate question regarding if will is enforceable

Grandfathers will left house to two kids and grandchild. Probate never opened after grandfather died. Grandmother just died with no will. Now probate will be opened for both grandfather and grandmother.

Does the grandchild have a claim to the home or since everything went to grandmother... View More

Christie Tournet
Christie Tournet
answered on Sep 27, 2019

Grandchild should have claim to home given Grandfather's Will, if it is a valid Will. If Grandma had no Will, her half interest goes to her children, and to the children of any children that predeceased her. Hope that helps clarify. A succession will have to be opened to legally update the... View More

2 Answers | Asked in Probate for Louisiana on
Q: Can a will be executed BEFORE the death of the person who initiated the will?
Christie Tournet
Christie Tournet
answered on Sep 9, 2019

I'm not sure of the exact question. Often, attorneys use the word "execute" to mean to put a legal document into effect. One, drafts/puts a Will into effect by signing/executing it. A Will must be put in place by the Testator before the Testator passes, or loses mental capacity.... View More

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3 Answers | Asked in Federal Crimes, Wrongful Death, Elder Law and Probate for Louisiana on
Q: If the now deceased, added a stepchild to their bank account, does that person have rights to spend after death?

The non adopted stepchild has been reported to state authorities for neglect, exploitation of my elder family member whom died with the case still open. Death was 3 months ago. We the family a still waiting on answers from EPS, but afraid this stepchild has not only contributed to his death, but... View More

Christie Tournet
Christie Tournet
answered on Sep 9, 2019

The way to attempt to put a halt on misuse of funds and determine inheritance -either by a valid Will or default intestacy laws is to open succession.

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1 Answer | Asked in Probate for Louisiana on
Q: My husband passed away in May and we did not have any children. He left everything to me in the will.

Do I have to do a succession?

Christie Tournet
Christie Tournet
answered on Jul 3, 2019

Yes, the succession is the legal process to update all titles from his name, or your and his name, to your name alone by virtue of the Will. Without the succession, and the end judgment permitting the transfer of ownership, a cloud on the title will remain and you will not be able to sell until... View More

1 Answer | Asked in Estate Planning for Louisiana on
Q: Is there a statute of limitations in Louisiana on using the small estate affidavit? My g-father died intestate in 1945.

G-mother passed intestate in 1984. At time of his death, the property was worth $9,000.

Christie Tournet
Christie Tournet
answered on Jun 25, 2019

No. La CCP Art 3421 defines a small succession as one where a La resident that has passed, without a will, has an estate valued at $125k or less. However, the small succession can also be used for a succession of any value, where a Decedent passed more than 20 years prior to the Affidavit.... View More

1 Answer | Asked in Landlord - Tenant for Louisiana on
Q: Can I take a previous landlord to court in order to have a collection on my credit report removed?

On June 2017, I moved into an apartment. Within two weeks my A/C stopped working. I requested it to be fixed, and they attempted to fix it a week later by adding antifreeze to the unit. The problem was that the unit was leaking antifreeze. So for the first two months of my lease, the A/C unit would... View More

Christie Tournet
Christie Tournet
answered on May 10, 2019

If you have those notices, timeline, and notice of non payment for days where you could not live in the apartment, I would submit to the landlord, or whatever collection agency may have reported, to contest the reporting and to advise that the report is without merit, as you have evidence... View More

1 Answer | Asked in Probate for Louisiana on
Q: Can a surviving spouse claim full ownership of home and sell or donate it if there is no will for deceased partner, La.?
Christie Tournet
Christie Tournet
answered on Mar 25, 2019

Depends on several factors - was the home community property and did Decedent have children? Even if the home was community property and the Decedent had children, then, under LA default, intestacy law, the children inherit the decedent's former half interest in the community property, but... View More

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