Wills, Probate

Trusts, Estate Planning

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

Personal Representative

Our experience with Heidi Webb was fantastic. She explained all that was needed to build our estate planning. The customer service that was provided was well above excellent. We requested our estate plan be available to us in a short period of time. This was well met and gave us a great sense of gratitude. We can now go on with doing what we do and not have to worry about our estate, knowing that all our documents are now in order for our family.

~ George B

Sending out a big T/Y to Heidi Webb, for helping me through a rough time in my life related to some Estate related legal stuff that was added to an already overstressed life. I know it’s her job, but she was always there for me with moral support and concern as well as legally. It’s finally winding down and I can soon get on with my life! And that, is …PRICELESS! I highly recommend her to anyone in the area that needs elder law and probate / estate/ wills etc. She’s Daytona’s coolest attorney!

~ Dan H.

estate planning consultation

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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