Heidi's willingness to have meetings or zoom calls has been very helpful. My in-laws used her for their estate planning, and now we're tasked with managing the process. Questions always come up, and her policy of free telephone/zoom calls greatly simplifies things for us and encourages us to reach out to her. She is extremely knowledgeable in this area and has a great staff backing her up. I would recommend her to anyone looking for assistance in estate planning in the area.

~ Mike Z.

What a wonderful, professional Attorney my family and I found in Heidi Webb! For years, we put off creating a formal will and medical directives, but COVID-19 was the wake up we needed. I knew that we could no longer procrastinate. I searched around town and made a few phone calls and decided on Heidi’s firm. Everything went smoothly. In our first phone conversation, she shared valuable information about things that I never knew or considered. I really appreciated the advice. Her assistant, Molly was also very helpful. Heidi provided all the forms we needed to protect our family and property as well as our medical wishes. The process did not take long and was done via telephone, email, mail, and video conferencing. We could have gone into her office to complete the process, but we chose to use these methods due to COVID-19 restrictions. I am so thankful to Heidi and her team for their help getting things in order for our family. I consider her to be trustworthy and highly ethical. Based on our experience with Heidi and her team, I also consider her to be warm and welcoming with all varying types of people and cultures. Thanks again Heidi and Team!

~ Cecile B

ASK HEIDI: Do I need to update my Will if I relocate to another state?

Q: I have recently retired and relocated to Florida, but my Will was drafted and executed in another state. Do I need to update my documents?

This is a good question and one I often answer in my practice. Most people who establish Wills understand these documents should be updated after significant life changes such as getting married, having kids, or filing for divorce but not everyone considers tweaking their Wills after they relocate to another state, and they should.

Most Estate Plans retain their validity across state lines, however, there are occasions when adjustments are called for because of unique state laws pertaining to Estate Planning documents such as Wills, Trusts, Power of Attorneys, and Health Care Surrogate/Advance Medical Directives. The most common things I see are Powers of Attorney that don’t comport with Florida law, Trusts lacking the necessary language for the Homestead Exemption, specific bequests in Wills that no longer exist or Personal Representatives that are not qualified in Florida.

Those are just a few examples, there are many more. I always recommend that you find a new Estate Planning Attorney in your new state of residence to review your current documents to check they are still valid and make changes where needed.

Heidi S. Webb, Attorney at Law, serves clients in Daytona Beach, Ormond Beach, Port Orange, Melbourne, and beyond with matters of Elder Law, Estate Planning, and Probate 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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ASK HEIDI: Do I need to update my Will if I relocate to another state?

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