Through one of the most turbulent times of life, Heidi and her colleagues offered professional guidance and an empathetic heart. It cannot be stressed enough how grateful I am to have had someone of her character and calibur assisting me after my father's passing.

As the executor, both Heidi and her team made sure I had a holistic understanding of what was going on, keeping me consistently engaged. Despite my father not having a will, any complications or hurdles encountered in the process were quickly overcome by her excelling competence.

It is with the utmost sincerity that I would recommend Heidi's services to anyone.

~ Connor R

My husband and I never made the time to have a Will prepared, but after his mother passed with all her affairs in perfect order, we knew we needed to do the same for our children. We went to see Heidi, who came highly recommended, to create our Wills. Heidi guided us through the process and educated us on the importance of other legal documents. She gave us the information we needed to help us make decisions that were best for our family, and she did it in a very professional and comfortable atmosphere. We were very appreciative of the time she took to address all of our questions and concerns. Having our Wills, Trust, Power of Attorney, Healthcare Proxy and other documents in place has given us great peace of mind. We can confidently recommend Heidi Webb, with all of her expertise, compassion and professionalism for your estate planning needs.

~ Dawn H

How to Prepare for your Estate Planning Consultation

I send my prospective clients a Questionnaire to get them started before they get to the other side of my desk. If your potential Attorney does not do that you can still do a few things before you meet for your estate planning consultation, take a moment to write a to-do list regarding your Estate Plan. Making a list of documents you think you might need or questions you want to ask your attorney is a great way to reduce the stress of getting your plan together and doing some prep work on what types of documents you might need will also help you choose the right estate planning attorney for your needs. A list will lead to questions you will want to ask to make sure you pick the most qualified attorney for your estate planning needs. Here are a few things you can do to prepare:

Evaluate Your Assets

Many people think that estate planning is only for individuals with tons of assets and money which is incorrect. Your estate includes everything you own, investments, business interests, digital accounts, retirement funds, and more. Make a list to begin getting organized.

Start Gathering Information Regarding your Digital Accounts in One Place

Individuals today have so many digital assets, and they will need to be settled as part of your estate plan. It can be difficult for your family to navigate your accounts and resolve them once you pass. To make this process easier, write down instructions complete with login information in preparation for your estate planning consultation.

Start Thinking About Who You Would Trust To Be Your Personal Representative

Your Personal Representative will oversee administering your will and making proper decisions for your medical and financial needs, so this person needs to be reliable. Read this old blog post for more details on what this role entails and some tips on choosing the right one for your needs.

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 to Prepare for your Estate Planning Consultation

Evaluate Your Assets

Start Gathering Information Regarding your Digital Accounts in One Place

Start Thinking About Who You Would Trust To Be Your Personal Representative

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