Wills, Probate

Trusts, Estate Planning

140 South Beach Street, Suite 310
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 been a friend of Heidi and her family for a very long time which is why, after my dad passes away and I needed to create a will and set up a trust account, I called Heidi. When we met, she explained everything I needed to do so she could set up my will and trust. She told me what she would do once I finished my part. She asked me very detailed questions about my wishes. She drafted my will and trust account and when I arrive at her office for the final signing, all the documentation was laid out for me very clearly. She went through all the documents with me, with explanations of them all, in case there might be anything was not as I wanted. It was very obvious to me she was very knowledgeable in her craft. Heidi is a true professional who helped me with my estate planning, her attention to detail is top notch. I would highly recommend Heidi to anyone considering their trust or estate planning, she is the best!

~ Neighbor

“Must Have” Documents in Your Estate Plan

Creating an Estate Plan can be confusing and time consuming if you try to do it on your own. estate-planning-3Working with a trusted attorney who understands the law in the state you reside in will drastically cut down on stress and ensure you provide for your beneficiaries. Having the necessary documents in your plan, above and beyond your Will or Trust, will help your family to have your wishes followed during a difficult time. In my practice, I have a few documents that I do in every Estate Plan I draft for my clients regardless of the complexity of their Estate.

Power of Attorney
A written authorization for someone to act on your behalf in private, business or lgeal affairs is a Power of Attorney.  The most common Power of Attorney documents are:

  • Health Care Surrogate Designation – medical and health care decision making ability, as well as access to records, insurance, and providers.
  • Durable Power of Attorney – financial management, in times of sickness and/or health

Living Will

A written document or statement in which you detail your wishes regarding medial treatment and life-sustaining efforts in case your become incapacitated and cannot longer express informed consent is a a Living Will, or Advance Directive.  This doesn’t have to do with your assets, but it’s important to have for the sake of your loved ones. It can help them know what you want to happen during an extremely difficult time. The difference between the Health Care Surrogate and the Living Will is that the Health Care Surrogate is written for times of poor health, when you are unable to make your own decisions, yet the thought is that there will be survival with quality of life. The Living Will is essentially the document that says “turn it off if there is no hope”.

Having these basic Estate Planning documents in place and reviewing them regularly will help ensure that your affairs and care are easily managed when you are unable to manage them yourself.

Share this…