Wills, Probate

Trusts, Estate Planning

210 South Beach Street, Suite 202
Daytona Beach, FL 32114
(386) 257-3332

Personal Representative

Heidi assisted me in creating the customer contract for my newly launched small business in Daytona Beach. My business is unique, and I searched for an attorney that I thought would provide the most value with broad based experiences and services. I now have a great contract and I would highly recommend Heidi.

~ Karen B

We recently completed a new will and trust with Heidi Webb, attorney in Daytona Beach. Even though we had these documents from another state, they needed to be replaced to comply with Florida laws. When we met with Heidi, she reviewed our documents, explained what needed to be done and why, and answered all our questions and concerns. Where other lawyers said what we should do, Heidi asked us what we wanted to do and then explained pros and cons. We never felt rushed and she gave us all the time we needed to make our final decisions. Her professionalism, interest in her clients, friendly personality and care went a long way to making the whole process easy and very pleasant. We highly recommend Heidi Webb for your estate planning needs.

~ Daniel R

probate attorney

What Does A Probate Attorney Do?

A Probate Attorney is a state-licensed attorney who works with the Personal Representative and the beneficiaries of an estate to settle the decedent’s affairs. Their involvement depends largely on how active a role the Personal Representative desires to have, the value of the assets, and if the decedent had an Estate Plan.

  • A probate lawyer may assist with:
  • Preparing and filing all documents required by a probate court
  • Identifying and securing estate assets
  • Obtaining appraisals for and/or selling the decedent’s real property
  • Ascertaining and payment of bills and debts
  • Determining if any estate or inheritance taxes are due and making sure those debts are satisfied
  • Facilitating with obtaining proceeds from life insurance policies and other direct beneficiary assets
  • Engaging a CPA to assist with filing tax returns
  • Administering the estate checking account
  • Transferring assets in the decedent’s name to the appropriate beneficiaries
  • Preparation of an Accounting and making a final disbursement of assets to beneficiaries after all bills and taxes have been paid

Heidi S. Webb, Attorney at Law, serves clients all over the state of Florida with Estate Planning and Probate. She has offices in Daytona Beach and Melbourne but can meet via phone or Zoom with clients statewide. Contact her today to schedule a free consultation. Visit her page on Facebook or see what her clients are saying to learn more about Heidi at www.heidiwebb.com.

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