Wills, Probate
Trusts, Estate Planning
140 South Beach Street, Suite 310
Daytona Beach, FL 32114
(386) 257-3332
Excellent experience from initial consultation to obtaining final documents. Thorough and precise. Very satisfied.
~ Cheryl B
Our entire experience creating necessary estate documents through Heidi was only positive. She and Molly were extremely prompt with communication and her services were reasonably priced. She took the time to always thoroughly explain everything and answer my MANY questions always with a smile and the desire to make sure we were confident in how we worded things for our documents. She was happy to make changes to fit our needs and was even available to give advice regarding how to best handle my late father in law’s affairs. We really appreciate knowing that Heidi has our best interest in mind and that we have a relationship with an attorney whom we wholeheartedly trust. I’m not easy to win over in professional relationships, and I would fully recommend her to others.
~ Hannah C
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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