Wills, Probate

Trusts, Estate Planning

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

Personal Representative

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

I have worked with Heidi on several issues and have been impressed by her dedication, integrity, plain English explanations, and thoroughness. I highly recommend her based on her high professional standards and she also is a kind woman with a beautiful heart.

~ Melody L

Discuss Your Estate Planning Wishes with Your Heirs

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. 

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