Wills, Probate

Trusts, Estate Planning

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

Personal Representative

Heidi did an AMAZING job as our estate planner! With a somewhat complicated situation in creating a trust for us, as we were living in different states at the time, she made the process easy to understand. Her knowledge of estate planning in all areas of the country was invaluable in assisting us with our needs and explaining each step through the process. We would gladly encourage anyone hiring an estate planner to consider Heidi Webb. Thank you Heidi! :)

~ Sarah L

Great to work with. I live in TX and had a trust to close in FLA they were a great help.

~ John R

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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