What a wonderful, professional Attorney my family and I found in Heidi Webb! For years, we put off creating a formal will and medical directives, but COVID-19 was the wake up we needed. I knew that we could no longer procrastinate. I searched around town and made a few phone calls and decided on Heidi’s firm. Everything went smoothly. In our first phone conversation, she shared valuable information about things that I never knew or considered. I really appreciated the advice. Her assistant, Molly was also very helpful. Heidi provided all the forms we needed to protect our family and property as well as our medical wishes. The process did not take long and was done via telephone, email, mail, and video conferencing. We could have gone into her office to complete the process, but we chose to use these methods due to COVID-19 restrictions. I am so thankful to Heidi and her team for their help getting things in order for our family. I consider her to be trustworthy and highly ethical. Based on our experience with Heidi and her team, I also consider her to be warm and welcoming with all varying types of people and cultures. Thanks again Heidi and Team!

~ Cecile B

Heidi handled estate planning for us, including setting up a family trust, wills, power of attorney, living will, health care directive. She provided excellent, knowledgeable guidance throughout the process and we worked through these matters effectively and efficiently, and the work was completed for a reasonable fee. We were very pleased with the services provided. ~Dave K

~ Dave K

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

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