Wills, Probate

Trusts, Estate Planning

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

Personal Representative

Heidi is amazing! She prepared all of our estate documents. She took the time to understand our needs, prepared everything based upon our needs and desires, and explained everything thoroughly, yet in terms that were easily understood. I HIGHLY recommend Heidi! She's very knowledgeable, professional and accessible. She also has an amazing staff!

~ Merry S

Heidi has helped us with business and estate planning, and she is wonderful to work with--she's smart, funny, and she knows her stuff.  My wife and I say that finding Heidi has been the best part of relocating to Florida.

~ Jonathan F

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. 

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