Wills, Probate

Trusts, Estate Planning

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

Personal Representative

I recently had a difficult legal matter dealing with Trusts and Power of Attorney concerning my elderly parents. Heidi immediately took on the task with calmness and reassurance – and I felt things would work out – and they did. It was her priority to get everything in order and quickly. Heidi is a great person and cares deeply for her clients. I would highly recommend her. Thank you for a job well done.

 

~ Ron O

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

No-contest clause

Ask Heidi – What Are Some Questions You Ask Clients?

There are many considerations that should be discussed with your attorney while putting together your Estate Plan. During our first meeting, I get the fundamental, expected questions out of the way, but I also ask some deeper questions, depending on the age and circumstances of the client. Here are some questions I ask my clients:

Have you considered all your important relationships?

If the parties are not legally married and no provisions have been made, your loved one could be displaced upon your death and not provided for as a spouse would, no matter how long your relationship was.    

Who is going to take care of your pets?

Our pets are often highly valued relationships and yet are treated as personal property upon the death of the owner.  This means that absent any specific provisions, they will be distributed to whoever wants them.  However, with proper estate planning, you can make sure your pet is taken care of after you pass.

What are your passwords, usernames, or security questions?

In the age of digital estate planning, it is so critical to ask the question of how to access your computers and online accounts.  Often when these questions are not addressed hardships can arise for family members who are seeking to determine the estate assets and manage financial accounts following the death of a loved one.

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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