For Attorneys and Other Professionals
Professional Referrals and Co-Counsel
When a Louisiana Estate Problem Reaches Your Desk
Louisiana estate law can create a problem inside an otherwise familiar transaction, probate, business matter, or client relationship. Field Law accepts defined Louisiana referrals from attorneys and other professionals across the country.
We can handle the Louisiana matter directly, work beside existing counsel, or provide a focused assessment before the client decides how to proceed.
Choose the Louisiana Service Your Client Needs
Each page below addresses a different professional referral trigger. The pages do not duplicate Field Law’s consumer practice pages. They explain the scope, documents, procedure, and working relationship relevant to referring professionals.
Out-of-State Probate
Louisiana property, foreign Wills, ancillary administration, judgments of possession, and omitted assets.
Contested Successions
Referral or co-counsel support for discovery, motion practice, evidentiary hearings, trial, and negotiated resolutions.
Writs and Appeals
Appellate review, record analysis, briefing, writ applications, oral argument, and support for trial counsel.
Lost or Disputed Wills
Missing originals, competing Wills, testamentary defects, capacity, undue influence, probate, and Will defense.
Difficult or Corrective Successions
Old estates, linked deaths, omitted property, incomplete judgments, prior errors, reopening, and procedural repairs.
Inherited-Property Title
Deceased owners, rejected succession documents, interrupted chains of title, omitted property, and stalled closings.
Mineral and Royalty Interests
Deceased record owners, suspended payments, omitted mineral interests, fractional ownership, and operator requirements.
Deceased Business Owners
LLC interests, management authority, continuing operations, buy-sell agreements, income, valuation, and family control.
Trust Administration and Disputes
Trustee guidance, beneficiary information, accountings, distributions, fiduciary concerns, removal demands, and trust litigation.
Louisiana Estate Plan Review
Louisiana-law review for attorneys and advisers coordinating Wills, trusts, mandates, beneficiary designations, businesses, and property.
A Defined Role That Respects the Existing Relationship
A referral does not always require counsel to surrender the entire client relationship. We begin by identifying the Louisiana problem, the result the client needs, and the role each professional should retain.
Defined Louisiana Engagement
The client retains Field Law for a limited Louisiana scope. Existing counsel continues handling the domiciliary, transactional, or unrelated matter.
Direct Referral
Field Law evaluates whether it can accept the referred Louisiana matter and communicates the scope directly to the prospective client.
Co-Counsel
When appropriate, lawyers may divide substantive responsibilities through a written arrangement that identifies each lawyer’s role and complies with applicable professional rules.
Who Refers Louisiana Estate Matters to Field Law?
Attorneys
- Probate and estate-planning counsel outside Louisiana
- Louisiana lawyers who do not handle succession litigation
- Trial counsel seeking appellate assistance
- Business, tax, family, and real-estate attorneys
- Lawyers whose involvement may make them a witness
Property Professionals
- Title attorneys and title companies
- Closing agents and lenders
- Realtors handling inherited property
- Mineral attorneys, landmen, and operators
- Royalty and division-order professionals
Financial and Business Professionals
- CPAs and tax professionals
- Financial advisers and insurance professionals
- Commercial bankers and business brokers
- Trust and fiduciary professionals
- Business consultants assisting an owner’s family
What Referring Professionals Can Expect
Clear Scope
We identify the requested result, responsible parties, anticipated procedure, and known limits before the work begins.
Conflict Review Before Documents
We collect names first and ask professionals to avoid sending confidential records until conflicts are cleared.
Respect for Existing Relationships
We do not use a defined referral to solicit unrelated work or displace counsel from another matter.
Useful Reporting
We communicate substantive developments and return filed, signed, certified, or recorded documents needed for the professional’s file.
Practical Experience Across the Succession Spectrum
Morgan Field has more than a decade of experience in Louisiana estate planning and succession matters. His work includes uncontested possession proceedings, independent and court-supervised administrations, evidentiary hearings, succession litigation, motions for summary judgment, Will disputes, fiduciary disputes, and appellate proceedings.
That experience shapes Field Law’s approach to professional referrals. We do not treat every complication as a reason to litigate. When the parties agree and the law permits, we pursue the most efficient route to possession, administration, transfer, or correction. When a dispute requires formal action, we build a record through targeted discovery, subpoenas, depositions, motion practice, evidentiary hearings, and trial preparation.
Meet Morgan Field
Louisiana Estate Counsel With Trial and Appellate Experience
Morgan’s practice focuses on Louisiana estate planning, successions, succession litigation, estate disputes, and related appeals.
Field Law serves clients throughout Louisiana and regularly coordinates with professionals located elsewhere.
Professional Referral FAQs
Should I send the client or contact Field Law first?
Either approach can work. Attorneys may begin with the professional referral form. Other professionals may contact Field Law before making an introduction. Please provide names for conflict screening before sending confidential documents.
Will Field Law take over my existing client relationship?
A defined referral does not require that result. We can limit our engagement to the Louisiana estate issue and coordinate with the attorney or professional who identified it.
Can Field Law serve as co-counsel?
Yes, when the matter, client interests, and applicable professional rules support that arrangement. The written engagement should identify each lawyer’s responsibilities and the financial terms.
Can Field Law accept a referral from a nonlawyer professional?
Yes. CPAs, advisers, title professionals, landmen, bankers, and other professionals may introduce a prospective client. Field Law will complete its own conflict review, consultation, and engagement process.
Does a referral create an attorney-client relationship?
No. An attorney-client relationship begins only after Field Law completes its review and the appropriate parties sign an engagement agreement.
Discuss a Louisiana Estate Referral
Identify the parties, the Louisiana issue, the result needed, and any pending deadline. Please do not send confidential records until Field Law confirms that conflicts have been cleared.
© 2026 Field Law. All rights reserved.
Responsible Attorney: James Morgan Field, III, Louisiana Bar Roll No. 34285. Attorney Morgan Field is listed with the Louisiana State Bar Association under his full name.
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