140 South Beach Street, Suite 310
Daytona Beach, FL 32114
(386) 257-3332

1002 East New Haven Avenue
Melbourne, FL 32901
(321) 821-2321

Personal Representative

Heidi is a very client-focused attorney with proven results. Working for Heidi I witnessed first-hand the great rapport she maintained with both other attorneys and the courts, leading to quick and efficient legal satisfaction for her clients. In fact, almost all of our new clients were acquired due to recommendations from other clients or attorneys.

~ Erik M

Heidi did a great job on my trust. I would definitely use her again. 

~ Jay W

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beneficiary or co-trustee, if assets sit outside of your will or a trust, they are not governed by those documents and outdated beneficiary designations can control.

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