Wills, Probate

Trusts, Estate Planning

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

Personal Representative

Heidi makes the process of setting up a trust very easy. She is quick to answer any questions and is very knowledgeable about the subject. In addition, the trust document binder she provides is well organized, which makes it easy to follow.

Thank you for everything.

~ Todd B

I was so lucky to have found Ms. Webb. As my parents were aging, new legal and financial questions arose with which none of us had any experience. Ms. Webb spent nearly two hours with us answering questions and sharing her professional knowledge and advice. She created an archive of our important documents and followed up via email throughout the following week until she could be sure that we felt confident and satisfied in the decisions we needed to make. She genuinely cares about her community and applies her expertise to help others before herself. Trustworthy, dependable, and efficient, Heidi Webb is a true gem!

~ Maggie C.

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…