Louisiana Succession Documents Checklist: Everything You Need to Get Started

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Last updated: May 10, 2026

TL;DR

The five must-have documents to start a Louisiana succession are the certified death certificate (order at least 3 copies), the original will (if any), the property deed or tax assessment, the names and addresses of all heirs, and the marriage certificate (if applicable). Missing documents are the #1 cause of succession delays.

The most common cause of succession delays is missing documents. Here is a complete checklist of everything you need to gather before contacting a succession attorney — so you can hit the ground running.

Required Documents for Every Succession

1. Certified Death Certificate

You need a certified copy of the death certificate — not the informational copy provided by the funeral home. A certified copy has a raised seal from the Louisiana Vital Records Registry (or the vital records office of the state where the death occurred).

How to obtain: Order online at ldh.la.gov or in person at the Vital Records office in New Orleans. Allow 2–5 business days for processing. Order at least 3 certified copies. Cost: approximately $15–$25 per copy.

2. Last Will and Testament (If One Exists)

If the deceased left a will, you need the original document — not a photocopy. Louisiana courts require the original will for most succession proceedings. Look in: the deceased’s home files or safe deposit box, the deceased’s attorney’s office, the Louisiana Secretary of State’s Notarial Archives (if registered), or the parish courthouse (if previously probated).

Important: If the will is handwritten (olographic), it must be probated before the succession can proceed. This adds 2–4 weeks to the timeline. (Compare: Louisiana Succession With a Will vs. Without a Will.)

3. Property Deed or Tax Assessment

For each piece of real estate in the estate, you need either the original property deed or a tax assessment from the parish assessor’s office showing the property’s assessed value and legal description. Most Louisiana parishes have online property search tools.

4. Basic Heir Information

For each heir: full legal name, current mailing address, date of birth, Social Security number (for the Descriptive List), and relationship to the deceased.

Additional Documents for Specific Situations

  • If married: marriage certificate (certified copy), divorce decree (if applicable), and any matrimonial agreement
  • If bank accounts: account numbers and approximate balances, and the name of each financial institution
  • If vehicles: vehicle title(s) or VIN numbers, current registration
  • If mineral interests: division orders or royalty statements showing the legal description, and the name of the oil and gas company
  • If domiciled outside Louisiana: certified copy of the foreign will (if any) and Letters Testamentary or Letters of Administration from the home state’s probate court (see: Inheriting Louisiana Property From Out of State)

Documents You Do NOT Need

  • Bank statements (approximate balances are enough)
  • Tax returns
  • Life insurance policies (unless payable to the estate)
  • Retirement account statements (these typically pass by beneficiary designation, not through succession)
  • Appraisals (tax assessments are sufficient for uncontested successions)

Document Checklist Summary

Document Required? Where to Obtain
Certified death certificate (3 copies) Always Louisiana Vital Records
Original will If will exists Deceased’s files or attorney
Property deed or tax assessment If real estate Parish assessor
Heir names, addresses, DOB, SSN Always Your records
Marriage certificate If married Vital Records
Divorce decree If divorced Courthouse
Vehicle title If vehicles Your records
Mineral interest documentation If minerals Oil company / assessor

Have your documents? Let’s start.

Send us what you have — we’ll tell you what’s missing and quote a flat fee within 24 hours.

Related from Pelican: Uncontested Louisiana Succession, Ancillary Louisiana Succession, Complex Louisiana Succession, How to Open a Succession, Small Succession Affidavit.

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About the Author

Ronald C. Cantin is the principal attorney at Pelican Succession Law and a member of the Louisiana State Bar Association (#39827). His practice concentrates on Louisiana successions, forced heirship, mineral-rights succession, and ancillary representation for out-of-state heirs across all 64 parishes.

Disclaimer. This article is for general informational purposes only and is not legal advice. Reading this article does not create an attorney-client relationship. Past results do not guarantee future outcomes. For advice on your specific situation, consult a Louisiana attorney. Pelican Succession Law’s attorneys are licensed only in Louisiana. Attorney Advertising.

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