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
What a wonderful, professional Attorney my family and I found in Heidi Webb! For years, we put off creating a formal will and medical directives, but COVID-19 was the wake up we needed. I knew that we could no longer procrastinate. I searched around town and made a few phone calls and decided on Heidi’s firm. Everything went smoothly. In our first phone conversation, she shared valuable information about things that I never knew or considered. I really appreciated the advice. Her assistant, Molly was also very helpful. Heidi provided all the forms we needed to protect our family and property as well as our medical wishes. The process did not take long and was done via telephone, email, mail, and video conferencing. We could have gone into her office to complete the process, but we chose to use these methods due to COVID-19 restrictions. I am so thankful to Heidi and her team for their help getting things in order for our family. I consider her to be trustworthy and highly ethical. Based on our experience with Heidi and her team, I also consider her to be warm and welcoming with all varying types of people and cultures. Thanks again Heidi and Team!
~ Cecile B
I get asked this a lot in my practice and the answer is always the same, “It’s Now.” Thinking about the end of your life
Estate planning is not something that many people look forward because it’s associated with mortality, but it’s important to think of the next generation. If
Short Answer: While it’s two different documents/roles it can be the same person wearing both hats. The document for handling financial matters is called a
An Estate Plan contains many documents, some that people are unaware of and need. Here is an overview of eight documents you may need to
Conversations about planning for a senior’s later years seem difficult because often they are delayed until a medical crisis forces the family’s hand. Here are
Answer: Naming an out of state –non-blood related– Personal Representative. We see this mistake made in a few Wills every year: the decedent names a
There are three characteristics I believe you should look for when choosing the Personal Representative of your estate: someone who can carry out the needed