In a time of sadness & grief, I searched the area for an attorney who would work with me and my budget. After the first call with Mrs. Heidi, I knew that I had found someone who truly cared, who was understanding and patient with my circumstances. She knew that I did not know much about the probate court (I felt so lost and defeated) and she went over and above to explain it all to me and what was going to be happening in the upcoming months. Probate court is not something that happens quickly, my family & I were out of our home for months on end and Mrs. Heidi did everything she could to expedite the process of us moving back in. She provided us with all the information, communicated everything with us as she found out and made the (tough) process so smooth. She is super knowledgeable in her scope and works thoroughly on the documents needed. I am very very grateful my family and I chose Heidi and I strongly recommend anyone who needs Estate Planning to inquire with her.
Not to mention, everyone who works in her office and beside of her is equally as amazing as she is. Her office staff was simply dedicated, always pleasant, compassionate, and kindhearted. They made me feel like we've been friends forever. They communicated with me & sympathized with me, they treated me like a person they loved, not just another customer, and they truly cared about how I was doing despite what I was going through at the time. I applaud them and Mrs. Heidi tremendously for everything they have done for us.
There are not enough words that could show my true appreciation and thankfulness for this group of people and this office.

~ Briana L

Heidi Webb in an excellent attorney ! She is extremely knowledgeable, professional, affordable and amazingly easy to reach.
Heidi was essential in the startup of our new company and remains a central figure guiding us every step of the way.
In addition, she is very pleasant to work with and easy to understand. I don't know what we would have done without her but I'm sure glad we didn't have to find out.
I would recommend Heidi Webb to anyone in search of a terrific attorney !!!

~ Ray M

The 5 Basic Estate Planning Steps

Creating an estate plan can be manageable, and it will only be if you follow a checklist and work with an experienced attorney.

Here are five estate planning steps everyone should have on their checklist when working on their estate plan.

1. What do you want to accomplish with your estate plan?

You may want to make sure you have some assets set aside that you can leave to a charity you love, or you may have young children, and your number one priority is ensuring they are well taken care of. Whatever your specific goals are, take a little time to write them all out.

2. Take Inventory

Before deciding who gets what, you need a detailed list of your assets and liabilities. Please list everything with your name on it, including bank accounts, credit cards, property deeds, student loans, retirement accounts, insurance policies, TIMESHARES, mineral rights, the old bonds covered with dust…. EVERYTHING no matter how small or seemingly insignificant.

3. Decided Who Will Be In Your Plan

Throughout your estate plan, you must designate different people as beneficiaries, trustees, guardians, and other roles. You will want to think carefully about who you want to inherit your assets, who you trust to care for your children, and who will handle your affairs after you pass away.

4. Create the Necessary Documents

An estate plan only takes effect if it is correctly documented. There are several different estate planning documents that all serve other purposes. It would be best if you worked with an estate planning attorney to ensure you have all the necessary documents in place and that all these documents are correctly created.

5. Review & Update Your Plan Regularly

An estate plan will not automatically update if something in your life changes, so you must be sure to update your plan after any significant life event. If you get married, get divorced, have children, purchase a new property, open a money market account, or make any other significant changes to your financial picture, you need to make sure that your estate plan is updated to reflect these changes.

Heidi S. Webb, Attorney at Law, serves clients in Daytona Beach, Ormond Beach, Port Orange, and beyond with matters of Elder Law, Estate Planning, and Small Business Law. 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.

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