Wills, Probate

Trusts, Estate Planning

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

Personal Representative

I have been so pleased with Heidi and her staff. Everyone is warm, friendly, and eager to assist. Heidi blows me away. I had talked to multiple people, seeking advice on how to tackle my trust, Heidi was the ONLY one with immediate and excellent feedback. She solved several tricky items, and was well aware of all the laws and "should do's" and "cannot do's". Heidi always gave me plenty of time at each appointment and never rushed me. I feel so confident that I am in good hands with a company whose advice I can thoroughly trust! I highly, highly recommend Heidi and her firm!

~ Sandra G

This was by far the the best legal experience I have ever had. Heidi was both professional and personable. She remained in contact with me through the entire process. I highly recommend her services and I will definitely use her again.

~ Mary D

Instead of leaving your funeral wishes in your Will, communicate with your loved ones about what you want.

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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