Wills, Probate

Trusts, Estate Planning

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

Personal Representative

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

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

probate lawyer

How can a probate lawyer help me after a loved one passes away?

In Florida, state law requires an attorney represent the estate in a Formal Probate but not all probates or estate administrations REQUIRE attorney involvement and yet a probate lawyer can offer valuable assistance in the process.  

A probate lawyer may assist with:  

  • Identifying and securing estate assets 
  • Preparation of paperwork to collect proceeds from life insurance policies, POD accounts, and direct beneficiary assets 
  • Obtaining appraisals for the decedent’s real property 
  • Assisting in the negotiation and payment of bills and debts 
  • Preparing and filing documents required by a probate court 
  • Facilitating resolution of income tax issues by getting the needed information to a CPA 
  • Managing the estate checking account 
  • Transferring assets in the decedent’s name to the appropriate beneficiaries 
  • Preparation of accountings 
  • Making a final disbursement of assets to beneficiaries after all bills and taxes have been paid 

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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