Gratitude and our deepest respect to Heidi Webb and her dedicated staff in bring our 12 year old Estate Plan with a Revocable Trust up to date. We really appreciated our time spent with Heidi in the review and final presentation of our Estate Plans. Again, Our THANKS to Heidi and her devoted Staff for a job well done.
~ Ray H
Heidi did an AMAZING job as our estate planner! With a somewhat complicated situation in creating a trust for us, as we were living in different states at the time, she made the process easy to understand. Her knowledge of estate planning in all areas of the country was invaluable in assisting us with our needs and explaining each step through the process. We would gladly encourage anyone hiring an estate planner to consider Heidi Webb. Thank you Heidi! :)
~ Sarah L
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
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
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