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

Heidi is a very client-focused attorney with proven results. Working for Heidi I witnessed first-hand the great rapport she maintained with both other attorneys and the courts, leading to quick and efficient legal satisfaction for her clients. In fact, almost all of our new clients were acquired due to recommendations from other clients or attorneys.

~ Erik M

ASK HEIDI: Do I need to select a Power of Attorney for financial matters and another for health care, or can the same person do both?

Short Answer: While it’s two different documents/roles it can be the same person wearing both hats.

The document for handling financial matters is called a Durable Power of Attorney and the Health Care Surrogate Designation is for healthcare decisions when you are unable but there’s an expectation of survival.

I usually approach it from the perspective that they are very different roles and often different loved ones might be better suited for one rather than the other. I tell my client’s that they shouldn’t feel it HAS to be the same person but it absolutely can be.

Share this…

ASK HEIDI: Do I need to select a Power of Attorney for financial matters and another for health care, or can the same person do both?

LET'S CONNECT