Wills, Probate

Trusts, Estate Planning

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

Personal Representative

Heidi, was professional, quick to respond and implement probate for an estate in Florida. I would do business again with Heidi and her team.

~ Christopher M

Heidi is amazing! She prepared all of our estate documents. She took the time to understand our needs, prepared everything based upon our needs and desires, and explained everything thoroughly, yet in terms that were easily understood. I HIGHLY recommend Heidi! She's very knowledgeable, professional and accessible. She also has an amazing staff!

~ Merry S

Ask Heidi: Where Should I keep my Estate Planning documents for safekeeping?

Answer: After you’ve created a Will, the next decision is where to store the Will so that your Personal Representative can easily find it when needed. A physical copy of a

Keep your Estate Documents in a safe place

Will should be stored in a safe and accessible place and the Personal Representative should know exactly where it is kept. I suggest to my clients they can keep their original Estate Planning documents in a safe deposit box or a fireproof safe in their home. As a final safeguard, I provide all my clients with electronic copies of their Estate Planning and suggest they share them with the Personal Representative. As original documents become less important accessibility remains a paramount concern, and so, no matter where you keep your documents, the most important thing is you tell your Personal Representative where they are located.

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