Legal Life Planning for Families

Estate Planning  |  Wills  |  Trusts

Estate Planning in Acadiana and throughout Louisiana

Welcome!

I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help you secure what you love.

I look forward to learning your story, hearing what matters to you, and helping you discover what is actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them).

In one sentence, we help families avoid collapse after the death or disability of a loved one.

To find out more about how you can start on this important planning, you are invited to one of our upcoming events (check out the schedule below).

Or schedule your FREE 15-minute consultation and speak with us personally about your family.

If you are ready to jump right in and get going, you can schedule right online by clicking here.

You will see a few options when you click to schedule. For a consultation focused on your family, schedule your Family Wealth Planning Session.

Undecided?

That is totally fine. It is normal to feel a little uneasy about estate planning.

planwithjulie estate planning
Julie Rosenzweig

This quick guide helps you learn how to make the smart and loving choice for your family

Many of our happiest clients started just where you are right now. But when they read the best selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right?), they felt more at ease, educated and informed about this important planning than they ever had before. And they love the peace of mind that comes with knowing everything is set up the right way for themselves, their future, and their loved ones.

I would love to send you a copy of Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Legal Planning for Busy Families for FREE as my gift to you for considering working with me.

Simply click here to request your free copy and it will immediately arrive in your inbox.

It's called "Wear Clean Underwear" because your mom always told you to wear clean underwear in case you were in an accident. But once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.

Learn From Julie - On-Demand

FREE Online Presentation

Estate & Legacy Planning
How to keep your family out of court and conflict

FREE Online Presentation

Estate & Legacy Planning
How to keep your family out of court and conflict

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What Our Clients Say

I can't say enough good things about Julie Rosenzweig. After working hard and rearing our family, my husband and I accumulated a rather respectable nest egg. She helped find a financial adviser interested in moving us from investment growth to investment income for our later years. She advised us about long term care options, wills, and the formation of an Irrevocable Trust that will save our funds for children and grandchildren. Her vast knowledge of estate planning helped us make the right choices. Though she specializes in estate planning and elder law, I've thrown a lot of problem situations in her lap over the years. From helping me to avoid penalties when I wrongly ran a police barricade to handling complex inheritance issues, she is always ready with a smile and a keen knowledge of current law to bring things to a positive end. She never fails to be well-organized, well-prepared and she makes certain I understand everything she tells me.

Sue P. //Retiree & Grandparent of 11

Professional, organized, knowledgeable and reliable-Julie has been outstanding to have in our corner.

Chad A. // Small Business Owner & Parent

Fantastic experience, Julie helped with specific steps so I was able to get it all done! Highly recommend.

Kris W. // Small Business Owner & Parent

Have Kids at Home?

Then You Need to Name Legal Guardians. Do It Here for Free.

If you have children, you likely worry about what would happen to them if something happens to you.


At the very least, you want to name legal guardians to care for them for the long-term. And, it needs to be done legally. So, we've created a website to make it easy and you.  You can name guardians for your kids for free.


Once you name guardians for your kids, you will rest easy at night knowing for sure...What would happen to your kids if something were to happen to you?

Office Hours


Monday         9:00AM-5:00PM

Tuesday         9:00AM-5:00PM

Wednesday  9:00AM-5:00PM

Thursday       9:00AM-5:00PM

Friday             9:00AM-5:00PM

Saturday        by appointment

Sunday           closed

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DISCLAIMER: No information you obtain from this website or its content is legal advice, nor is it intended to be. You should consult an attorney for individualized advice regarding your own situation. No attorney-client relationship is intended or formed by your viewing this website or downloading and using the content, forms, tips or information kits found on this website. No attorney-client relationship is intended or formed without a fully-executed, written agreement to enter into such a relationship. Client testimonials or endorsements do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.