Workshop: Listing Homes for Disabled or Deceased Clients – Louisiana REALTOR Estate Planning Insights
A practical workshop designed to help REALTORS® handle complex listing situations involving incapacity, interdiction, and successions.
Understanding Estate Planning Basics
Most issues REALTORS® encounter with incapacitated or deceased clients stem from missing or outdated estate plans. This segment covers:
-
What an estate plan is and why it directly affects real estate transactions
-
How powers of attorney work (and when they don’t)
-
Why some documents must be updated before a property is listed
-
How to identify red flags that may delay or block a sale
Selling the Home of a Client Who Is Incapacitated
An adult who lacks capacity cannot legally sign listing agreements or acts of sale. REALTORS® will learn:
-
When a power of attorney is required
-
When a family member cannot act on behalf of the client
-
How to identify whether interdiction or continuing tutorship is needed
-
How to avoid unlawful listings or contract signatures
-
What happens if the client loses capacity mid-transaction
This training helps REALTORS® avoid significant legal risk while supporting families during a difficult time.
Selling the Home of a Client Who Has Passed Away
In Louisiana, heirs cannot sell a property until succession is properly handled. This workshop explains:
-
When a succession must occur before listing
-
What documents title companies require
-
How to determine who the legal sellers are
-
How usufruct, forced heirship, and community property affect ownership
-
What REALTORS® should request from families or executors
-
How to avoid deals falling apart at closing
A Simple Solution REALTORS® Can Recommend
Many listing complications are avoidable with proper planning. We explain:
-
The documents that streamline real estate transactions
-
How trusts can prevent delays, family disputes, and court intervention
-
How REALTORS® can educate clients without giving legal advice
-
How partnering with estate planning attorneys protects your clients — and your reputation
Request a REALTOR® Continuing Education Workshop
Strengthen your expertise, protect your transactions, and better support your clients during life’s hardest transitions.
To schedule a CE workshop for your brokerage or team, contact:
Kim Morrison
(504) 831-2348
kim@morrisonlawplc.com
