Wills, Probate

Trusts, Estate Planning

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

Personal Representative

I have been a friend of Heidi and her family for a very long time which is why, after my dad passes away and I needed to create a will and set up a trust account, I called Heidi. When we met, she explained everything I needed to do so she could set up my will and trust. She told me what she would do once I finished my part. She asked me very detailed questions about my wishes. She drafted my will and trust account and when I arrive at her office for the final signing, all the documentation was laid out for me very clearly. She went through all the documents with me, with explanations of them all, in case there might be anything was not as I wanted. It was very obvious to me she was very knowledgeable in her craft. Heidi is a true professional who helped me with my estate planning, her attention to detail is top notch. I would highly recommend Heidi to anyone considering their trust or estate planning, she is the best!

~ Neighbor

My husband and I never made the time to have a Will prepared, but after his mother passed with all her affairs in perfect order, we knew we needed to do the same for our children. We went to see Heidi, who came highly recommended, to create our Wills. Heidi guided us through the process and educated us on the importance of other legal documents. She gave us the information we needed to help us make decisions that were best for our family, and she did it in a very professional and comfortable atmosphere. We were very appreciative of the time she took to address all of our questions and concerns. Having our Wills, Trust, Power of Attorney, Healthcare Proxy and other documents in place has given us great peace of mind. We can confidently recommend Heidi Webb, with all of her expertise, compassion and professionalism for your estate planning needs.

~ Dawn H

Estate Planning

If you are planning for your family’s future, you may have several questions about Estate Planning. Whether you are seeking guidance in writing a Last Will and Testament or you’re looking to setting up a Trust for your family, an experienced Estate Planning attorney can explain the entire process in detail.

 

Wills – Having a will in place is important no matter how old you are, whether or not you have children or a spouse, or what your finances are like. A will, in its simplest form, is a document that distributes your assets in the manner that you wish. However, this goes above distributing finances and property, estate planning preparation for a will includes documents like durable power of attorney, a healthcare directive and a living will: all things that designate how you wish yourself and your property to be dealt with in end-of-life situations. 

 

Trusts – Trusts may be put in place to reduce tax liability or to avoid probate and reduce expenses or limit other issues that may be encountered while settling an estate. There are four types of trusts: a revocable or living trust, an irrevocable trust, special needs trusts, and qualified income trusts. An estate planning attorney can smoothly guide you through what options are best for you and your family. 

 

Probate – Probate is the process of settling your estate, and with the help of an estate planning lawyer, you can situate your will in such a way that your family may be able to avoid the long and sometimes tense and divisive process of probate proceedings. 

 

Medicaid Planning – As long term nursing care is needed later in life, finances are under the threat of being completely disposed to costly medical care; however, assets can be maintained and protected when certain procedures are followed. Medicaid is complicated and has complex laws. If an application is not properly completed, you could lose your assets. With the proper guidance of an elder law attorney, all of the options can be discussed and you can come up with a plan that prevents the loss of your assets or possessions.

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