Heidi is a bright star in the universe of Family Planning Attorneys!
Choosing a attorney to trust with your family planning is difficult at the least. We met with various attorneys in hopes the selection process would be easy. Until we met with Heidi we found small things bothered us about each attorney we interviewed.
When we met with Heidi we signed a contract at the end of the meeting. That was unusual for us because, trust me, we like to do due diligence in any decision we make. Heidi not only impressed us with her practical knowledge but her advice and rationale was on the mark.
Now that we have completed our planning I can say we were not disappointed and we feel like we we have someone that will stick with us and our family in case of the unexpected, or just the normal expectations of life and death.
Thank you Heidi for your caring and competence.

~ Don and Pat T

Thank you to Heidi and her team for patiently working with me during a difficult situation. Our beloved Mother passed away and we needed to settle her estate, transfer property title, and create a will and trust. We were able to perform all of these activities over mail and telephone calls because we had left FLA to visit family in another state.

~ Lori B

How to Discuss Your Estate Planning Wishes with Your Heirs

Estate planning is a critical aspect of ensuring that your assets are distributed according to your wishes after your passing. Yet, openly discussing these matters with your heirs can be an uncomfortable, even daunting task. Here’s a guide to help you discuss your estate planning wishes with your heirs with grace and understanding:

Choose the Right Time and Setting

Find a comfortable and private space where you can discuss these matters without interruption. Avoid bringing up the subject during family gatherings or holidays where emotions might already be heightened.

Consider Professional Guidance

Invite your heir(s) to join you at a meeting with your estate planning attorney set up for this purpose.

Provide Written Summaries

Following the discussion, provide your heirs with a written summary of what was discussed. This can help avoid misunderstandings and provide a clear reference point for the future.

Reassure Your Loved Ones

Emphasize that your estate planning decisions are made with careful consideration for everyone’s well-being. Assure them that the primary goal is to honor your values and ensure the family’s long-term financial security.

Keep the Conversation Ongoing

Estate planning is often an evolving process. Regular updates and open channels of communication can make the entire process more transparent and less stressful.

Estate planning is a deeply personal and legally complex process. Working with a professional can help you navigate the legal landscape and communicate effectively with your heirs.

Heidi S. Webb, Attorney at Law, serves clients in Daytona Beach, Ormond Beach, Port Orange, and beyond with matters of Estate Planning and Probate. 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.

Share this…