Wills, Probate

Trusts, Estate Planning

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

Personal Representative

I used Heidi Webb to update my Revocable Trust, Will, and LLC after the passing of my wife. I can not say enough good things of her service. She was very attentive to my needs during a difficult time and offered very good advise on how I should have things updated. She is very knowledgeable in this area of law. She always took the time to listen and make recommendations based on my needs. She even took the time to meet with my son who is the executor of my will to explain everything that he would be responsible for after my passing which was important to me and my son. She made me feel very comfortable whenever we met and explained everything in language that I would understand. I would be remiss in not stating that her staff is outstanding and always followed up with my calls. I would highly recommend her and staff for all of your legal needs.

~ John W

What a wonderful, professional Attorney my family and I found in Heidi Webb! For years, we put off creating a formal will and medical directives, but COVID-19 was the wake up we needed. I knew that we could no longer procrastinate. I searched around town and made a few phone calls and decided on Heidi’s firm. Everything went smoothly. In our first phone conversation, she shared valuable information about things that I never knew or considered. I really appreciated the advice. Her assistant, Molly was also very helpful. Heidi provided all the forms we needed to protect our family and property as well as our medical wishes. The process did not take long and was done via telephone, email, mail, and video conferencing. We could have gone into her office to complete the process, but we chose to use these methods due to COVID-19 restrictions. I am so thankful to Heidi and her team for their help getting things in order for our family. I consider her to be trustworthy and highly ethical. Based on our experience with Heidi and her team, I also consider her to be warm and welcoming with all varying types of people and cultures. Thanks again Heidi and Team!

~ Cecile B

Estate Planning Meeting

Preparing for Your Estate Planning Meeting: Essential Documents to Gather

When planning for a future that ensures your assets are managed and distributed according to your wishes, meeting with an estate planning attorney is a vital step. To make the most of this consultation, it’s essential to come prepared with specific documents. This preparation not only saves time but also provides your attorney with the necessary information to craft a plan that best suits your needs. So, what documents do you need to gather for your estate planning meeting?

  1. Current Estate Planning Documents

If you have existing estate planning documents like a will, trust, powers of attorney, or healthcare directives, bring these along. Even if they need updating, these documents will give your attorney a starting point for understanding your current plan.

  1. List of Assets and Liabilities

Compile a detailed list of all your assets and liabilities. This list should include:

  • Real estate properties
  • Bank accounts (checking, savings)
  • Investment accounts (stocks, bonds, mutual funds)
  • Retirement accounts (IRAs, 401(k)s, pensions)
  • Business interests
  • Life insurance policies
  • Personal property of significant value (art, jewelry, collectibles)
  • Debts and liabilities (mortgages, loans, credit card debts)

  1. Beneficiary Information

Have a list of names and contact information for all your beneficiaries. This includes family members, friends, or organizations you intend to leave assets to.

  1. Financial Statements

Bring recent statements of your financial accounts. This includes bank statements, retirement accounts, investment portfolios, and life insurance policies.

  1. Property Documents

Gather deeds for any real estate you own, titles to vehicles, and other documents related to significant property.

  1. Business Documentation

If you own a business, bring relevant documents such as partnership agreements, articles of incorporation, or an operating agreement.

  1. Tax Returns

Recent tax returns can provide a comprehensive overview of your financial situation and are particularly useful if your estate is large enough to potentially owe estate taxes.

  1. Family Information

If guardianship of minor children or care for dependents is a consideration, bring information that will help in naming guardians or setting up care provisions.

  1. Health Care Documents

Include any current health care directives or living wills, as these will be integral to your health care planning.

  1. A List of Questions

Finally, write down any questions or concerns you have. This can range from the specifics of estate tax laws to the details of how trusts work.

Gathering these documents before your estate planning meeting can significantly streamline the process. It ensures that your attorney has all the necessary information to create a comprehensive plan tailored to your specific situation and goals.

Remember, estate planning is a significant step towards securing your legacy and peace of mind. With the right preparation, you can make informed decisions for your future and for those you care about.

Heidi S. Webb, Attorney at Law, serves clients in Daytona Beach, Ormond Beach, Port Orange, and beyond with matters of Estate Planning and Probate. 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. 

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