Wills, Probate

Trusts, Estate Planning

140 South Beach Street, Suite 310
Daytona Beach, FL 32114
(386) 257-3332

Personal Representative

Hello Heidi,

My name is Bill S. I am the youngest child of Tony and Ann S. We have never met, but from what I have seen and heard from my Dad, you have done some amazing things to help him. He has praised your efforts enormously to both me and my Brother Bob.

I wanted to reach out and send a quick note of appreciation for helping him through a very tough time. Although you may have not received much in the way of money for your work on this, (My Dad shared with me your bill), please know that you have made an enormous difference in our lives.

My Dad has been a “prisoner” in his house for a few years now, and the help that he has been able to get through your assistance, has been truly invaluable. I was down there last week and we had a few tough days. I am not sure what we have done without the assistance that you helped provide.

Thank you dearly for all you have done, you have truly been an angel for our family. God Bless You and your family!!!

~ Bill S.

Excellent experience from initial consultation to obtaining final documents. Thorough and precise. Very satisfied.

~ Cheryl B

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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