Wills, Probate

Trusts, Estate Planning

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

Personal Representative

Heidi is extremely knowledgeable of Florida law, and offered sound and well received advice. She answered every question with patience and professionalism. Her entire staff was friendly, courteous and responsive. Money and time well spent!

~ Jamie W

I found Heidi Webb to be very professional and very thorough while preparing my will. She is very detail oriented and brought many issues to my attention so nothing was overlooked. I walked away feeling I was very well set and would recommend her to any of my friends or family.

~ Mark C

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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