Wills, Probate

Trusts, Estate Planning

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

Personal Representative

We recently completed a new will and trust with Heidi Webb, attorney in Daytona Beach. Even though we had these documents from another state, they needed to be replaced to comply with Florida laws. When we met with Heidi, she reviewed our documents, explained what needed to be done and why, and answered all our questions and concerns. Where other lawyers said what we should do, Heidi asked us what we wanted to do and then explained pros and cons. We never felt rushed and she gave us all the time we needed to make our final decisions. Her professionalism, interest in her clients, friendly personality and care went a long way to making the whole process easy and very pleasant. We highly recommend Heidi Webb for your estate planning needs.

~ Daniel R

My father lived in Daytona Beach for years and passed away in December. My family lives in West Virginia and we needed a lawyer to assist us with his estate. I did a Google search for lawyers in Daytona and started calling. The first two offices I called I had to leave a voicemail, neither returned my call. I called Heidi’s office and a real live person answered the phone. I told her what I needed and she promptly scheduled me a phone call with Heidi. Knowing we were not from the area, in fact 700 miles away she went above and beyond in assisting us. We were kept well informed and she collaborated with our realtor to make sure everything was in line. A+++

~ Curt M

Ask Heidi: Should My Trustee Be My Spouse or Child?

Trustee

When selecting a trustee only you know your family members’ strengths and weaknesses, putting you in the best position to decide if your spouse or child can appreciate a trustee’s responsibilities.

Being a trustee creates many duties under state law. These include, but are not limited to, impartiality between the current and future beneficiaries’ interests, properly accounting for all beneficiaries and prudently investing trust funds.

Questions to consider:

  • Can your trustee separate his or her personal feelings and interests from those of the beneficiaries and exercise good judgment?
  • Will all parties be treated impartially if your children are not your spouse’s children?
  • Does your trustee have an ability to analyze investments?
  • Will there be a temptation for your trustee to risk hoping for a hefty return at the expense of the other beneficiaries?
  • What if your spouse re-marries?
  • Will a child who is trustee be able to exercise sound judgment when a sibling is a beneficiary or will tension develop between them?

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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