Heidi did an AMAZING job as our estate planner! With a somewhat complicated situation in creating a trust for us, as we were living in different states at the time, she made the process easy to understand. Her knowledge of estate planning in all areas of the country was invaluable in assisting us with our needs and explaining each step through the process. We would gladly encourage anyone hiring an estate planner to consider Heidi Webb. Thank you Heidi! :)

~ Sarah L

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

What does a Personal Representative Do During Probate?

The quick answer is the Personal Representative is the person responsible for carrying out the directives of a Will. The Personal Representative also manages the deceased’s unfinished and ongoing affairs, such as closing bank accounts and paying debts while protecting and maintaining all of the deceased’s assets and belongings. The Personal Representative’s to-do list can be long depending on the assets of the deceased individual, so it’s impossible to list a complete task list in the hypothetical.

Being a Personal Representative is a great responsibility and potential burden, especially if the estate is large or has many beneficiaries so I caution my clients to not enter into this role lightly.

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.

Share this…

What does a Personal Representative Do During Probate?

LET'S CONNECT