Wills, Probate
Trusts, Estate Planning
140 South Beach Street, Suite 310
Daytona Beach, FL 32114
(386) 257-3332
Through one of the most turbulent times of life, Heidi and her colleagues offered professional guidance and an empathetic heart. It cannot be stressed enough how grateful I am to have had someone of her character and calibur assisting me after my father's passing.
As the executor, both Heidi and her team made sure I had a holistic understanding of what was going on, keeping me consistently engaged. Despite my father not having a will, any complications or hurdles encountered in the process were quickly overcome by her excelling competence.
It is with the utmost sincerity that I would recommend Heidi's services to anyone.
~ Connor R
It was a pleasure working with Heidi. She worked with my wife and I taking care of family business and was exceptional and giving advice and explaining the legal intricacies of what we we need to accomplish. Highly recommend her!
~ Dennis R
Many people do not have an estate plan in place because their need was never adequately described or understood, and the purpose of this blog
If you have college-age children, there is an important conversation you need to have with them while they are home for winter break – getting
The quick answer is the Personal Representative is the person responsible for carrying out the directives of a Will. The Personal Representative also manages the
A Probate Attorney is a state-licensed attorney who works with the Personal Representative and the beneficiaries of an estate to settle the decedent’s affairs. Their
In my practice, I see clients that do not understand the difference between probate and estate planning. Many think having an estate plan will avoid
Probate laws differ from state to state, so it’s essential to be familiar with your state’s laws to make sure what you envision with your
In Florida, state law requires an attorney represent the estate in a Formal Probate but not all probates or estate administrations REQUIRE attorney involvement and
Probate and Estate planning are two distinct parts of my practice and clients often ask me what is the difference between Estate Planning and Probate.
Every client’s situation is unique, and a client’s Estate Planning may contain many documents. That being said, there are four documents I recommend my Estate
The Netflix movie, “I Care A Lot,” is meant to be an entertaining movie about a shady legal guardian who picks the wrong elderly woman
The pandemic has changed everything – including how Estate Plans are drafted. The unique aspects of the health crisis exposed some weaknesses in estate plans
Just signing a contract without reading and understanding it will surely lead you to a string of consequences. For this reason, I always recommend seeking
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