Wills, Probate
Trusts, Estate Planning
210 South Beach Street, Suite 202
Daytona Beach, FL 32114
(386) 257-3332
Heidi and her staff are most professional and extremely compassionate! She handled my needs quickly and thoroughly! Would highly recommend- and in fact have many times!
~ Judi S
I can't say enough good things about Heidi - she 100% saved the day on a house purchase my daughter was making - there were issues with a Life Estate which my husband and I knew nothing about. Heidi not only educated me but helped the seller (their son was the Trustee) with some very complicated issues that could have potentially blown the sale. Because of Heidi's legal expertise with elder law/estates and trusts, my daughter closed on the house this week.
~ Denise M
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
No, you do not want your arrangements in your estate documents. The funeral arrangements are made before the legal matters of the deceased Will. Instead
If you are preparing to plan your estate, it is also essential for you to organize your estate planning documents to be easier for your
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