Wills, Probate

Trusts, Estate Planning

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

Personal Representative

I hired Heidi to create my trust. She is professional, knowledgeable and also very personable. She took her time explaining everything and I never felt rushed. The staff is very welcoming. Highly recommended.

~ Paul B

Heidi has prepared wills, durable power of attorney and Living wills for multiple relatives, my mother and me.

We recently needed to update documents for my mom. After a couple of phone consultations during which Heidi asked questions to ascertain all of our needs, we scheduled an appointment to meet and sign. Heidi always displays great level of care, concern and professionalism. She is very knowledgeable and quite thorough. The whole process was very smooth and easy. Mom was comfortable and felt heard and cared for. I have recommended Heidi to a number of friends and family and they have all echoed the same sentiment. If you are looking for the utmost respect and care while completing your estate planning I urge you to call Heidi.

~ Michael U

ASK HEIDI: Why is giving back so important to you during Christmas?

xmas-treeShort Answer: Many people are not as lucky to have what I have in life. Giving back is my way to pay it forward in the hopes that my actions will make a difference to someone. It also helps my children to appreciate their station in life. Countless children start out life with everything going against them and many become a statistic, it’s everyone’s responsibility to offer others a hand up.

Why it’s Important: I was adopted and had a great life with all my needs [& most of my wants] met. Giving back is how I pay homage to my beginnings. The Children’s Home Society of Florida is one of my favorite charities to support during Christmas, because it combines giving back to where I came from [CHS of NJ] while paying it forward in my community. Their back story can be found on their website here.

I was an infant when I was adopted. I was lucky. Lots of children in the system are not as lucky. Any of us could have been a Children’s Home Society child. The Angel tree is my way to giving back to a charity close to my heart and maybe, just maybe, the gifts collected for these children will make a difference for the children that receive them. It may give hope to a child in the system that thinks the world is a terrible place. I believe there IS still a lot of good in people and what better way to show that than to give folks a way to make a difference in the lives of some that may not know that it still exists. Yes Virginia, there is a Santa Claus.

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