Wills, Probate

Trusts, Estate Planning

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

Personal Representative

I was in a very difficult situation when I received Heidi’s number. I was in a desperate situation in a divorce/custody. And I’m sure I looked desperate and frazzled, but she assured me she would help me. I will never forget the days we spent in her office situating the legalities of my situation and she walked me through how court would be and how I was going to behave. (Which I needed I had never done this before) I behaved like I was supposed to and in all of the court hearings that we had to go through she made me feel like I wasn’t desperate anymore I just needed the right people on my team. I enjoyed working with Heidi, she is my friend and I am proud to call her my lawyer. And just an FYI because if I was looking for a lawyer in divorce/custody I would want to know the outcome…..I won. I am 110% satisfied with the outcome. Thank you HEIDI!

~ Karen S.

Heidi Webb is a wonderful attorney. She did our wills and answered all of our questions and concerns. I would highly recommend Heidi and would definitely use her again.

~ Barbara G

estate plan is current

How Do I Know If My Estate Plan Is Current?

Ok, you have put your plan in place with an Estate Planning Attorney, but you have reviewed it recently? Does this plan currently fit your needs? Sometimes it’s difficult to know if your plan needs review, especially if you have not had any significant life changes that would trigger a review of these documents. When I talk to clients, I ask them a few “Yes” or “No” questions, and once I have their responses, I know how to proceed. I believe these questions can help you determine if your Estate Plan is current or you need to revisit your plan with an attorney.

Answer these questions with a Yes or No:

  • Do you have a trusted financial decision-maker for financial decisions?
  • Have you selected someone who knows your health care wishes if you cannot communicate them?
  • Have you shared your healthcare desires with your healthcare decision-maker?
  • Do your beneficiary designated assets reflect your current desires?
  • Does someone have access to your online accounts?
  • Do you want to avoid probate? Does your current plan do this?
  • Will your medical records be accessible to your family if they need to view them?
  • Does your current plan reflect your current wishes?

If you answered “No” to any of the above-listed questions and reside in the Daytona Beach or Melbourne, Florida area, call me for a free consultation so we can update your documents to fit your needs and wishes accurately.

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.

Share this…