Wills, Probate
Trusts, Estate Planning
140 South Beach Street, Suite 310
Daytona Beach, FL 32114
(386) 257-3332
Heidi did a great job on my trust. I would definitely use her again.
~ Jay W
Heidi made it a very easy and pleasant experience. She and her staff made you feel welcome. Very professional. I and my wife highly recommend Heidi.
~ Jack N
The Internet is a fantastic tool for so many areas of life —there’s nothing handier than Google. That said, while it’s a great information gathering
As I sat down to write the blog this month, I reviewed my past posts for inspiration. I came up with a post giving Estate
A Health Care Surrogate is a person you authorize to make medical decisions for you when you cannot. It is important to discuss your wishes
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
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