Wills, Probate

Trusts, Estate Planning

140 South Beach Street, Suite 310
Daytona Beach, FL 32114
(386) 257-3332

Personal Representative

I had a great experience with attorney Heidi S. Webb and her team. My father passed away in Florida and left me some property. I live in Massachusetts so I wanted to sell it. Heidi and her team represented me. Heidi was able to quickly put the property on the market and get it sold quickly as well. She put in the extra effort and was able to find a buyer willing to pay significantly above the listing price. I couldn't be happier with the way she handled everything for me and how she made a difficult time in my life much easier. Heidi and her team were very professional but there was also a very personal touch as well. I highly recommend Heidi S. Webb to handle any of your needs. You will be happy you did! Thanks again to Heidi, Molly and the rest of the team!

~ Matthew P

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

How to Choose the Right Estate Planning Attorney

estate planning attorney

Choosing the correct Estate Planning Attorney is essential

 

Once you’ve located a prospective estate planning attorney, you’ll need to ask the attorney the following list of questions to determine if they’re truly qualified to help you:

Is the attorney’s primary focus on estate planning?

Unless you live in a very rural area I think you will find that most attorneys have narrowed their practice these days and with good reason, the law is complex.  In all areas of practice.  Now, that said, while it may be not as critical to be a specialist to prepare a simple Will —I personally think it makes a huge difference in an attorney’s ability to issue spot.  If what you do is Estate Planning and Probate you get a unique perspective from both ends of the process that can offer valuable insight.

 How many years of experience does the attorney have?

The more years of experience the attorney has the more the attorney will have had the opportunity to see their essential estate planning documents in action when a client becomes disabled or dies. The wills, trusts, powers of attorney and health care documents used by attorneys who have been in business for a while have been revised and tweaked to deal with the everyday situations that their clients encounter. The answers to these questions will give you the peace of mind to know that the documents they prepare for you will work when they’re needed.

Does the attorney adequately assist clients with funding their assets into a revocable living trust?

Many attorneys create beautiful estate plans for their clients but then fail to assist them with the next important step: funding the revocable living trust. A well-drafted trust will be virtually useless immediately after you die if your assets aren’t titled in the name of the trust while you’re still alive. Some firms have full-time funding assistants or even entire funding departments, while others will give you comprehensive written instructions. Others will merely mention the importance of funding but fail to provide you with any guidance whatsoever. I strongly recommend that you work with an attorney who will oversee the funding process and even pay the attorney an extra fee to do so because chances are you won’t complete all of the necessary funding on your own.

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