Wills, Probate

Trusts, Estate Planning

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

Personal Representative

Heidi has prepared wills, durable power of attorney and Living wills for multiple relatives, my mother and me.

We recently needed to update documents for my mom. After a couple of phone consultations during which Heidi asked questions to ascertain all of our needs, we scheduled an appointment to meet and sign. Heidi always displays great level of care, concern and professionalism. She is very knowledgeable and quite thorough. The whole process was very smooth and easy. Mom was comfortable and felt heard and cared for. I have recommended Heidi to a number of friends and family and they have all echoed the same sentiment. If you are looking for the utmost respect and care while completing your estate planning I urge you to call Heidi.

~ Michael U

I would like to express my deep gratitude to Heidi for responding quickly to my concerns, giving me a specific, well thought out game plan, and for providing me with invaluable resources as I deal with my mother's decline into dementia.  Highly recommend.

 

~ Karen G.

relocate to a new state

New to Florida – Review your Estate Planning Documents

I have said in previous blog posts that estate planning documents should be reviewed when you relocate to a new state and this is still true. This post will address three things that need to be reviewed and edited if you have moved to the Sunshine State.  

Trust and Last Will & Testament

Florida law generally requires that both a trust and a last will be executed by signing the document at the end or acknowledging your signature in the presence of two witnesses and a Notary. The witnesses must sign in your presence and in the presence of each other.  I find Florida’s requirements to be among the most stringent and so this aspect should be reviewed to streamline the process should your heirs require Probate after your passing.

Executor/Personal Representative

Florida law requires that your Personal Representative [called Executor in many states] must be either a Florida resident at the time of your death or blood relative or adopted child or parent. Therefore, if you have named a neighbor, friend, or even your spouse’s relative and that person resides in the state of your prior residence, they may not be qualified to serve as a personal representative in the state of Florida.

Power of Attorney

Florida statutes provide that a power of attorney executed in another state is valid if the power of attorney and its execution complied with the state’s law of execution when it was executed. Florida has some unique requirements for powers of attorney that may make part, or all, of your power of attorney ineffective in this state, so it’s critical to review this document with a qualified estate planning attorney.

Heidi S. Webb, Attorney at Law, serves clients all over the state of Florida with Estate Planning and Probate. She has an office in Daytona Beach 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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