Wills, Probate

Trusts, Estate Planning

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

Personal Representative

Heidi helped me get organized with all of my beneficiary paperwork and made me aware of things that I didn't even know to ask about. She's a pro at what she does and so easy to work with!

~ Becky B

We recently completed a new will and trust with Heidi Webb, attorney in Daytona Beach. Even though we had these documents from another state, they needed to be replaced to comply with Florida laws. When we met with Heidi, she reviewed our documents, explained what needed to be done and why, and answered all our questions and concerns. Where other lawyers said what we should do, Heidi asked us what we wanted to do and then explained pros and cons. We never felt rushed and she gave us all the time we needed to make our final decisions. Her professionalism, interest in her clients, friendly personality and care went a long way to making the whole process easy and very pleasant. We highly recommend Heidi Webb for your estate planning needs.

~ Daniel R

MYTH #3: A will can oversee the distribution of all of my assets.

Estate Planning Myths

A will is a legal document that instructs how your property will be distributed after your death. It allows you to name a Personal Representative charged with overseeing the distribution of your property and shepherding it through the probate process. Probate is the court process that’s required to validate your will and transfer your assets.

However, certain assets may sit outside of your will. These include life insurance policies or qualified retirement accounts (401(k)s, IRAs, etc.) that have a beneficiary designation, as well as assets or accounts with a pay-on-death (POD) or a transfer-on-death (TOD) designation. These assets transfer directly to the named beneficiaries and are not subject to probate.

This is why it’s so important to review your account beneficiary designations annually or whenever changes in your life occur. Even if your will and/or trust names your current spouse as the beneficiary or co-trustee, if assets sit outside of your will or a trust, they are not governed by those documents and outdated beneficiary designations can control.

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