Wills, Probate

Trusts, Estate Planning

210 South Beach Street, Suite 202
Daytona Beach, FL 32114
(386) 257-3332

Personal Representative

Heidi is a very client-focused attorney with proven results. Working for Heidi I witnessed first-hand the great rapport she maintained with both other attorneys and the courts, leading to quick and efficient legal satisfaction for her clients. In fact, almost all of our new clients were acquired due to recommendations from other clients or attorneys.

~ Erik M

Heidi is a bright star in the universe of Family Planning Attorneys!
Choosing a attorney to trust with your family planning is difficult at the least. We met with various attorneys in hopes the selection process would be easy. Until we met with Heidi we found small things bothered us about each attorney we interviewed.
When we met with Heidi we signed a contract at the end of the meeting. That was unusual for us because, trust me, we like to do due diligence in any decision we make. Heidi not only impressed us with her practical knowledge but her advice and rationale was on the mark.
Now that we have completed our planning I can say we were not disappointed and we feel like we we have someone that will stick with us and our family in case of the unexpected, or just the normal expectations of life and death.
Thank you Heidi for your caring and competence. 

~ Don and Pat T

avoid Probate in Florida

Four Ways to Avoid Probate in Florida

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 Estate Plan will actually be the outcome. That said, here are four suggestions to help avoid Probate in Florida:

  1. Establish a Trust. Trusts are appealing when it comes to avoiding Probate because property held in trust is not part of your Probate estate upon your death and if executed and funded properly will completely avoid Probate. 
  2. Make accounts payable on death [POD] or direct beneficiary. Bank and other accounts payable on death or with designated beneficiaries go directly to your designated beneficiary bypassing the Probate process completely.  
  3. Own property jointly. Making your spouse or someone else a joint owner with rights of survivorship facilitates the transfer of the asset without the need for Probate. 
  4. Give away your assets before you pass away. This will not only lower the dollar value of your estate, but you will also save your Personal Representative from having to deal with questions that might arise among your heirs that may squabble over an item.  This option requires the advice of a CPA so that gift tax considerations are addressed.

Not all of these require an attorney to effectuate but I always recommend getting advice from an attorney and/or your CPA while Estate Planning.

Heidi S. Webb, Attorney at Law, serves clients all over the state of Florida with Estate Planning and Probate.  She has offices in Daytona Beach and Melbourne but can meet via phone or Zoom with clients statewide. Contact her today to schedule a free consultation. Visit her page on Facebook or see what her clients are saying to learn more about Heidi at www.heidiwebb.com. 

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